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Core Help Center

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Recent activity by Core Help Center
  • Setting up activity categories and sub-categories

    An architectural firm wants to track a category of activity as well as the specific activities. For example, if the activity category is ‘Construction’, the activities under it are ‘Drawing’ and ‘B...

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  • Customizing mask format of zip or postal codes

    Changing the masking format for zip or postal codes in Core can be done by entering the appropriate characters in Zip label Format field. This setting is found in the Company Menu>Settings>Global S...

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  • 500 - server denied error

    If you are getting any of the 500 - Server Denied errors in Core (for example, the Internal Server Error shown below), especially in the Projects screen, please clear your browser cache. To clear ...

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  • Do we set up our own SMTP relay or configure SMTP credentials to send/receive emails?

    No, you do not need to set up SMTP server credentials or SMTP relay information in Core to use its email feature. We use our own SMTP server that handles this securely on your behalf. Also, Core al...

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  • Billing day rates in Core

    A day rate is a set number of hours and amount charged to a client for a task or activity, regardless of the actual hours worked in a day. In Core, you can set up day rates using the Bill Rate and...

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  • Pre-filling time cards

    Whenever you enter time in Time Card in one time period and then go to another period, a lot of projects stay in the field. This is good for some employees who work on the same projects or jobs all...

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  • Can I limit the number of hours entered for a day?

    Is it possible to enter more than 24 hours a day as a time record in Core? Yes, you can enter as many hours as you want in Core, even exceeding 24 hours in a day. There is no limit on the number of...

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  • What are reimbursable and non-reimbursable expenses?

    What is the difference between a reimbursable expense (such as client requested extra prints) and non-reimbursable expenses (such as normal in-house printing for the firm's production processes)? F...

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  • Non-billable expenses in fixed contracts

    In case of a lump-sum or fixed contract, you do not show the line items on an invoice as they are simply ‘built-in’ to the overall fee. However, if you still want to attribute the cost of the fees ...

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  • Supplier management workflow in Core

    Core offers both accounts receivable (A/R) and accounts payable (A/P) features. If you have a project involving suppliers or vendors, the workflow can be summarized as: Set up a client, and associ...

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