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Core Help Center

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Recent activity by Core Help Center
  • Prevent billing of projects on hold

    How do you keep a job/project on hold with billable time from showing up on the Create Batch Invoice screen?  You can change the status of the project from Active to Hold on the Projects > General ...

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  • Changing account types

    Is it possible to change an expense account to a cost of goods sold account after there are transactions?  Accounts that have existing transactions cannot be changed. Core allows you to change the ...

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  • How to add or refer to files on our server?

    Here is a video that will help you manage your files and documents in Core: Managing documents in Core Check the Core Help for details.

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  • Tracking additional services fee

    How to handle additional services fee that occur throughout the life a fixed fee project?  There are a few ways to handle this, depending on your unique situation: You can use the Projects > Gener...

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  • Cannot see full name of project

    User is unable to see the full project name in a field and cannot even increase the screen width. You can see the full names of entities such as projects in one of the following ways: Your screen ...

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  • What is the checkmark column in Registers?

    The checkmark column in the Registers screen displays the status of reconciliation for bank type accounts. If it shows a blue box, it is not reconciled. If it shows an empty box, it is reconciled, ...

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  • Retrieving A/R balance as of a certain date

    If you want an A/R aging report as of a certain date, you should run the AR Aging report and then apply the As Of date filter. This report is available from the main menu > Reports screen > Aging. ...

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  • Sharing dashboard widgets

    User wants to share a dashboard with only certain people such as a group of senior managers or department heads.   In Core, you have the ability to make the dashboard private or keep it public. Wha...

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  • A/P totals do not match

    A/P Aging report in Core as of, say, 8/31/18 shows a total that is not equal to the Accounts Payable balance on the Balance Sheet. However, if you run the same reports as of today, the totals do ma...

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  • Core-Xero data mappings

    Core allows you to integrate your data with Xero Accounting. You can check out the detailed table-level and field-level data mappings between Core and Xero in the attached document. These tables sh...

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