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Core Support

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Recent activity by Core Support
  • Can I renumber draft invoices?

    No. As of now, you cannot renumber draft invoices in Core. However, if you finalize the drafts, you can renumber the finalized invoices. Check out this FAQ for more: Is there a way to renumber invo...

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  • Cannot access custom reports

    User is unable to access custom reports in Core. This can happen if your security permissions restrict you from accessing custom reports. Contact your Core administrator to customize your security ...

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  • Invoicing vendor bills

    User wants to create invoices from the vendor bills and mark those bills as invoiced. When you create vendor bills, Core automatically creates time and expense entries linked to them. If you approv...

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  • Credit card expenses not showing up for billing

    User entered credit card expenses from the Credit Cards screen, but cannot find them when batch invoicing the project. When you enter expenses from the Credit Card screen, Core automatically create...

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  • Tracking accrued benefit usage

    If your employees have accrued some hours on a benefit, say Vacation or Sick Time, Core tracks the time entries as well as the benefit usage logged against the benefit when computing the hours used...

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  • Managers unable to see project phases

    A phased project has a different manager for each phase. All the managers have Manager Level Access in security, but none of them can find the phase they manage in the projects list. This is the ex...

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  • How can I delete project assignments?

    You can remove assigned team members, activity and expense items from a project by selecting them and clicking Actions > Delete in the Project Assignments screen. If you want to completely clear ou...

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  • Using Calendar in Core

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  • How to batch import clients from another billing program?

    As of now, Core integrates with QuickBooks Online, Xero and MYOB AccountRight and you can easily transfer data to and from these applications via data integration. Check the Core Help for details. 

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  • 'Hourly Not to Exceed' project not limited to contract amount

    User has a project with the contract type Hourly Not to Exceed, but on creating non-extra time entries after having reached the contract amount, Core does not automatically mark them as non-billabl...

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