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Core Help Center

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Recent activity by Core Help Center
  • Does Xero accept joint invoices from Core?

    When syncing data with Xero, if you send joint or combined invoices from Core, the invoice is not received as a single invoice in Xero, but as separate invoices. The data integration sends the join...

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  • Project List report grouped by custom field

    User wants to generate the Project List report grouped by a custom field. As of now, grouping by custom fields is not available for reports. However, you can use classes to achieve such a grouping....

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  • Statement does not include all invoices

    User is trying to generate the Statement report, but all the invoices are not showing up on it. You need to customize the Statement report by setting it to show all invoices and not just open invoi...

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  • Percentage Billed report discrepancy

    User runs the Percentage Billed report, but the contract amount is incorrect for phased projects when using the Group By > Master Project option. This can happen if you are using the Invoice Date f...

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  • Writing off invoice amount without affecting time entries

    User wants to write off some amount, say $5000, from an invoice without affecting its time entries. You can do this by adding a discount for the write-off amount when creating the invoice. The disc...

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  • How to change % complete for a project?

    Typically, a project manager enters or updates this value in the Projects screen, indicating the percentage of completion of a project. When you do Percent Complete billing, this value carries to t...

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  • Can we edit invoice hours and description?

    You can edit the invoice description, however, you cannot delete the invoice hours. You have to delete the invoice to change the hours of an entry. Also, an invoice becomes ineditable after it is p...

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  • Missing time entries when recreating invoice

    User deleted an invoice and is trying to recreate it, but some of the time entries that were previously included in the invoice do not show up in the Create Batch Invoice screen. By default, when y...

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  • Retainer summary on invoices

    The retainer summary on an invoice is not in sync with the project's retainer amount. This is by design. The retainer summary is by client and not by project. So it displays the client retainer.

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  • Cannot delete payment because of closing date

    User cannot delete a payment because it had exceeded the closing date. You can resolve the issue by temporarily changing the closing date in the Company Profile screen to allow the deletion of the ...

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