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Core Help Center

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Recent activity by Core Help Center
  • Can we edit time entries after submitting them?

    Depending on your security permissions, you can edit time entries after submitting them to your manager, etc. or even after they are approved. 

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  • Why can't my employee enter time on a particular project?

    Employee Control is a security feature that applies to all screens, reports and functions in Core, including time and expense entry. Project Assignments also provides access to projects and items b...

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  • How is my data secure in Core? Can you provide some details?

    Core’s servers are located within enterprise-grade hosting facilities that employ robust physical security controls to prevent physical access to the servers they house. These controls include 24/7...

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  • What are client and project contacts?

    In Core, when you set up client profiles, you can also add contacts for each client. One of the client contacts can be set as the main or primary contact. If needed, you can assign a different cont...

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  • Deleting expense attachments

    You can add attachments to an expense entry while recording it in the list view by using the + icon on that row or you can do it later from its Edit mode. To delete an attachment or document from a...

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  • Finding inactive records in Core

    You can change the status of various master records or profiles in Core to active or inactive. Instead of deleting records, you can make them inactive. If you do so, Core keeps their information, b...

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  • Configuring columns in Core grids

    You can configure the columns that appear on the grid in the list views of screens in Core. You can show or hide columns and also sort the order of those columns according to your preference. To co...

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  • Tracking tax on expenses paid by credit cards

    Purchase Tax is the tax paid by your company on an expense item and is to be subtracted from the expense charge amount to avoid double-taxation for the client. If your expenses happen to be paid wi...

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  • Billing in Core

    Managing accounts receivable is one of the most important function of Core. All projects with billable time and expenses, or that are set up for recurring billing, eventually need to be billed to t...

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  • Discount account in Core

    In Core > Global Settings > Accounting, you can set your default discount account. The discount account has to be an income or an expense account, and applies to both A/R and A/P. If you select any...

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