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Core Help Center

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Recent activity by Core Help Center
  • Cannot see PTO under Time & Expenses

    User has assigned the Manager and Time & Expense subscriptions to several employees, but none of them can see the Personal Time Off feature under Time & Expenses on the main navigation.  This can h...

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  • Why are some dashboard widgets blank?

    Your dashboard widgets can be blank if there is no data for them to display or if you have applied filters on them and no data matches the filter criteria. Check the Core Help to know more about fi...

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  • Why are documents stored at the wrong destination?

    Your document storage settings might be the problem. Core offers the option to use cloud storage locations like Dropbox, Google Drive, Microsoft OneDrive, etc. If your documents are being stored at...

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  • Offering discount on invoice payments

    In Core, you can easily apply discounts while creating an invoice. Check out this article for details: Applying discounts to invoices. If you want to apply a discount after the creation of an invoi...

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  • Excluding time and expenses from invoices

    You can create invoices and exclude time or expense entries from them. To do so: Open the Invoices screen from the main menu > Billing.  Create a new batch invoice and enter the appropriate inform...

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  • Do I need to include contract amount for fixed fee projects?

    It is not required to have a contract amount for fixed-fee projects. However, we highly recommend entering that amount so as to track your project costs and profitability. In case of an internal, n...

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  • Enabling Time Card for employees

    Depending on the security permissions, an employee might not be able to access the Time Card screen. This can be fixed easily by changing the employee's security permissions. To do so: From the Co...

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  • How can I discount bill payments?

    You can easily add a discount to a bill payment from the Bill Payments screen. To do so: Create a new payment and set any filters to display the bills you want before clicking Continue. Under the ...

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  • Can't edit project for time entry

    You may encounter problems attempting to edit a time entry if it involves an activity that is assigned to a specific project. For example, a project manager might be trying to edit a time entry and...

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  • Adding custom fields

    User wants to add custom fields to the projects to help track data such as insurance and portfolio summaries. What is the best way to do this? Is there a way to include custom fields in reports? Yo...

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