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Core Help Center

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Recent activity by Core Help Center
  • How do I avoid missing expenses during billing?

    The best way to avoid missing expenses that weren't billed previously or were not yet ready to be billed while billing is to use the 'As Of' date range when billing rather than using a definitive d...

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  • Account summary does not reflect discounts

    User applied a discount on an invoice, but the Services Billed To Date (BTD) and Expenses BTD amounts in the account summary of the invoices do not reflect the discount. This is the expected behavi...

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  • Decimal points for cost rates in Expense Entries

    User has set the rates and units in Core to display a certain number of digits after the decimal point in Global Settings > User Interface screen, but it is not obeyed for Cost Rate in Expense Entr...

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  • Dashboard widgets by subscription packages

    The Dashboard feature in Core offers many widgets based on the subscription package purchased by you. In other words, the widgets you access on your dashboard depend on your subscription package as...

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  • Assigning contacts to projects

    When attempting to assign a contact to a project under Projects > Details > Assignment, user finds no contacts listed to select from. This occurs when no contacts have been created for clients in C...

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  • Entering memo in Time Card

    User is required to enter a memo when entering time. To do this on the Time Card screen, you must turn on the Show Entry Details option found under the More menu. After enabling this option, an Ent...

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  • Can I prevent time entries on a project?

    Yes. You can set Core to not allow any time entries on a project (or phase) by assigning the project rule Prevent time entry for the project. Check the Core Help for details.

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  • How do I remove users and subscriptions in Core?

    You can remove the subscriptions and deactivate users in Core from the Manage Users screen, which can be accessed from your company menu > Account > Manage Users. Typically, the Administrator or Ow...

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  • Unable to use same contact for multiple clients

    User is trying to add a common contact as the client contact for multiple clients, but gets an error that the Display As value is in use. This happens if you use the same Display As value for the c...

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  • Cannot find vendors in fee schedules

    User is trying to add a vendor as a resource in the Services and Expenses tabs of a fee schedule, but cannot find the vendor in the drop-down. This happens because, by default, Core only lists vend...

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