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Core Help Center

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Recent activity by Core Help Center
  • Only parent project appears in Vendor Bills

    User wants to create a vendor bill with line items for two projects. However, when entering the line items for the vendor in the Vendor Bills screen, it only shows the parent project and not the su...

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  • User only sees Manage Users upon login

    User logs into Core and sees only the Manage Users screen. This is because the user's profile is not tied to any employee record. After adding a Core user, the Owner or Admin user needs to link the...

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  • Invoices not showing contract amount in the summary

    The Core invoices are not showing a total contract amount value in the summary at the bottom of invoices. This is by design. Core does not show the total contract amount on any of the standard invo...

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  • Is there a way to include attachments with invoices?

    Yes, you can automatically link time or expense entry attachments to the invoices by applying the respective project rules (Projects > General): Automatically link time/expense entry attachments to...

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  • Unable to see rates on fee schedules

    User is not able to see any cost rates and bill rates on the fee schedules. This is happening because of the the security permissions, Show Bill Rate and Show Cost Rate, being unchecked in the Secu...

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  • Task allocations on projects

    User wants the project allocation to be such that all employees get to see only their own task allocations.  You can enable a security permission on the Security screen. Go to Customize Profile > A...

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  • Can two people have the same name in Core?

    Yes. You can have multiple employees or vendors with the same name. However, the ID has to be unique.

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  • Why can't I delete a vendor bill?

    The reason could be that the time entries on the vendor bill are already billed. You cannot delete records that have references or are billed. You can check the time entries of the vendor in the Re...

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  • How can I see my remaining allocated hours?

    You can check your remaining allocated hours by printing a specific report in the Allocation and Forecasting screen. To do so: Open the Allocation & Forecasting screen from the main menu > Project...

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  • How can I get custom invoice templates?

    Even with our numerous invoices and reports, sometimes you need something specific or unique. If that happens, our team can build you anything from a variation on a template to an entirely new repo...

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