Avatar

Core Help Center

  • Total activity 3162
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 1 user
  • Votes 73
  • Subscriptions 1544

Articles

Recent activity by Core Help Center
  • Hiding no-charge entries on invoices

    By default, Core includes the time entries and expense entries with $0 bill amount on the detailed invoices as ‘No Charge’ items. You can check the Hide non-billable time entries on invoices/Hide n...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Where can we enter vendor tax ID?

    You can enter your company's Tax ID in the Company Profile screen in Core. For the Tax Identification Number (TIN) or Federal ID of your vendors, you can enter that in the Vendors screen > General ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Can we remove employees from the All Employees group?

    No, you can't. All Employees is a system-defined group and Core does not allow you to un-assign employees from it. If you want to handle a subset of employee records in Core, you should create a ne...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How to create a project phase?

    To add a phase (child project) to a project (parent project) in Core, go through the following steps: In the Projects screen, go to the detailed view of the project for which you want to create a ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Statement listing open invoices

    If you preview a statement for a client from the Billing > Statements screen, it lists all the open invoices for that client. You can also do this using the Statement report. To do so, go to the Re...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I print invoices?

    You can print invoices directly from the Invoices screen when previewing them. Select the invoice in the list view and choose Preview from its row action menu. In the invoice viewer, you can choose...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Billing phases with 100% non-billable time

    User wants to create an invoice for a project phase that has all of its time entries non-billable. At present, Core does not support billing a project that is 100% non-billable. Such a project phas...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Is Core DCAA compliant and does it have audit tracking?

    Core can be made DCAA compliant with a single click actually. You can turn on the DCAA compliance option in the Global Settings > Security screen. Check the Core Help for details. Audit Tracking is...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Acknowledging payments received from clients

    If you want to let your customers know you received their payments, you can do so by having Core automatically email the payment receipts to those clients. This can be set up in Global Settings or ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Start and Stop Time on Time Entries

    In the Time Entries screen, click on More > Show/Hide Columns and select Start Time and Stop Time to display these columns in the grid. This allows you to enter and see the start and end times of t...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote