Knowledgebase

General

• 500 - Server Denied Error
• Tab key does not work on a Mac Safari browser
• Core screens are not responding
• How are taxes computed in Core?
• How do I customize the mask format of zip or postal codes?
• How do I set up activity categories and sub-categories?

Data Migration

• ArchiOffice Migration to Core and Additional Services
• BillQuick-Core Data Mappings
• BillQuick Online-Core Data Mappings
• ArchiOffice-Core Data Mappings
• ArchiOffice Online-Core Data Mappings

Company Setup

• Setting up home country and currency

Project Management

• Can we use fee schedule rates in estimates?
• How to split an allocation into multiple weeks?
• Setting Up Unique Budgets in Core
• Is there a way to export estimates as Word documents?
• How do I customize project templates?
• How do I make inactive projects active?

Document Management

• How do we update cloud documents in Core?

Time Entry

• Time & Expense Only user can't enter memo
• How do I set up clients to approve timesheets before billing?
• Can I assign classes to employees to track their time?
• How do I limit the activity list while entering time?
• How do I apply new rates to existing time entries?
• How do I make time memos mandatory?

Expense Entry

• How do I write off expenses in Core?
• How do I restrict employees to allocated expenses?
• How do I make expense memos mandatory?
• How do I apply new rates to existing expense entries?
• How do I limit the item list while entering expenses?
• How do I prevent expense entry for incorrect dates?

Billing

• Credit Memos: Overview
• Invoice Collections: Overview
• Time and expense entry attachments are not linked to invoices
• How do I print my invoices in a batch?
• Display issue with sender's email address when emailing invoices
• Can I refund the contract amount?

Accounting

• How do you handle partner draws in Core?
• How do I close my accounts at year-end?
• Reissued credit cards
• What is the 12010 Legacy Payments account used for?
• Why can't I see Retained Earnings in in my trial balance?
• What check styles and sizes does Core support?

Data Integration

• How do I integrate my QuickBooks desktop data with Core?
• QuickBooks Online-Core Data Mappings
• MYOB AccountRight-Core Data Mappings
• Xero-Core Data Mappings

Reports

• Core reports with income and expense breakdown
• Reports display error or data for wrong As Of dates
• How do I restrict employee access to reports?