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Core Help Center

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Recent activity by Core Help Center
  • Moving deposited checks to another project

    User has applied a check to the wrong project and wants to move that deposited check to a different project, but Core is not allowing that. You will have to first delete the deposit transaction fro...

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  • Invoice collections: overview

    Collection is the intermediate step between processing invoices and receiving payments. The goal is to manage the invoices after they have been finalized and delivered to a client but before the fi...

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  • Handling billing on 'per tax form' basis instead of hourly

    In case you bill your tax clients on per form basis instead of hourly basis, this can be handled in Core. The best approach to handle time, expenses and billing of tax engagements (projects) in Cor...

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  • Different addresses for project invoices

    A user has a customer for whom they do various jobs and deal with different customer contacts, depending on the job. Core invoices are sent to the customer address. Is there a way to send invoices ...

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  • Billing overtime in Core

    A user wants to bill any overtime (over 40 hours a week) on a project at an Overtime Rate; however, it doesn't seem to be working. The bill rates are entered correctly for the employees but calcula...

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  • Pre-billing steps in Core

    Creating an invoice is preceded by a few steps involving some billing preparation: Start Billing Session: When starting a billing session, you need to check all the possible billing records using ...

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  • Source of expenses on invoices

    User sees an expense on one of the invoices, which they can't figure out where that amount is coming from. From the Invoices > Invoice Details screen, you can check all the details in the Transacti...

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  • Best practices of entering project expenses

    What is the best method to record company-paid expenses for a project, not necessarily associated with an employee, if you are not using the Accounting package?  In Core, you can record expenses ag...

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  • Time entries marked as billed

    User is trying to create an invoice, but some time entries are being skipped and not included in the billing. It seems that the missing time entries were previously invoiced, but on reversing the i...

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  • Editing time when Core is set to be DCAA compliant

    If employees make a mistake in entering their time and then submit it when Core is set to be DCAA compliant, how can that be fixed? Note that when Core is set to be DCAA compliant, only the person ...

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