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Core Help Center

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Recent activity by Core Help Center
  • Retainer summary and message not visible on invoices

    User has checked the option 'Show retainer summary on invoices' and also set a custom 'Message on Invoice' in Global Settings > Billing, but neither is visible on the invoices. Core displays the re...

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  • Cannot find expense entry

    User is unable to find an expense entry in the Expense Entries screen. This can happen if filters are applied that could exclude the expense entry that you are looking for. You can remove the indiv...

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  • Where can I update the credit card for my company?

    You can manage your credit card information from your main company menu > Account > Manage Companies screen by going to Detail > Payment Methods. You can add new credit cards, delete existing ones ...

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  • Do users with Manager package need Time & Expense package to enter time?

    Yes. The subscription packages in Core are role-based. So you will need the Time & Expense package to enter time. Check the Core Help for details.

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  • How can I see my deposits?

    Core lists all your deposits made in the Deposits screen along with the account used in the transaction. So you can check the deposit details in that screen itself. You can also run the Deposits re...

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  • How to add memos to invoices?

    You can add memos to an invoice by clicking  on that invoice row in the Invoices screen and selecting View Memos. Check the Core Help for details.

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  • How do I bill hours for my own company?

    You can bill hours for your own company by creating a client in Core with your company name and then creating an internal project for this client (your company). You can then log time against this ...

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  • Account summary on invoices doesn't update

    If you make a payment against an invoice, the Account Summary at the bottom of this invoice does not change to reflect that payment.  This is the expected behavior in Core. The Account Summary does...

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  • Can I change my email address and password?

    Yes, you can change your login password anytime by visiting your user profile under your company menu. However, you cannot change your email ID as it is your unique login ID too. Check the Core Hel...

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  • How to renew expired subscriptions?

    You can renew your expired subscriptions in Core from your main company menu > Account > Manage Subscriptions screen. Check the Core Help for details.

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