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Core Help Center

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Recent activity by Core Help Center
  • How to enter exact time when creating time entries?

    You can do this by using the Start Time and Stop Time columns in the Time Entries screen. Check  this article for more: Start and Stop Time on Time Entries

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  • View all time entries regardless of project status

    User wants to view all the time entries in the Time & Expense Reviewer regardless of the project status. It is possible that some of the time entries might be logged against inactive projects. So y...

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  • Checks not printing correctly

    User is trying to print a check in Core, but it does not print in the expected layout and size. In the Print Checks screen, you should check the Check Style being specified as well as the Alignment...

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  • What is batch invoicing in Core?

    Batch invoicing is where you quickly process all the eligible projects ready to be invoiced. You can start a batch session by isolating the desired projects and define a few options and rules. You ...

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  • What are manual invoices in Core?

    Manual invoicing is where you can create an invoice from scratch by entering billing items manually or pulling in the WIP, and then making adjustments. This manual invoice enables you to create and...

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  • Can I reverse and reprocess an invoice?

    Core gives you an option to reverse invoices. When reversing invoices, it cancels your billing decisions and releases the WIP (approved time and expenses) back into the database for later billing. ...

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  • Can we turn off descriptions on invoices?

    Yes. You have an option to generate invoices using a summary or a detailed version. When using the summary option, you can turn off the descriptions. You can edit the invoice templates from the Glo...

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  • Where can I use a retainer after it has been collected?

    To apply a retainer or an advanced payment, you need to go to the Payments screen, set the payment method to Use Retainer, then enter everything else just as you would for any regular payment. You ...

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  • How does Core determine which invoice template to use?

    Core allows you to specify the invoice templates you want for different project or contract types at the global level and project level. It has the default templates pre-selected, but you can chang...

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  • How to view % Complete on invoices for phased projects?

    The standard invoices show all phases and % Complete values on them. For example, the Phased Invoice template under the Phased & Joint category of invoice templates shows this information. The best...

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