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Core Help Center

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Recent activity by Core Help Center
  • Can I change the company name in Core?

    Yes. You can change the company name from the Company Profile screen or the main company menu > Account > Manage Companies screen. Check the Core Help for details.

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  • Can I apply discounts on invoices after creating and posting them?

    No. You cannot directly apply discounts to an invoice that you have already created and posted. However, you can use a write-off or credit payment to reduce the balance amount on the invoice. Note ...

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  • Cannot delete projects with billing schedules

    User wants to delete a project, but Core does not allow that and says the project is in use. However, there are no time and expense entries or invoices associated with the project. It only has a bi...

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  • Can I add phases from project templates to existing projects?

    No. You can only create new projects from project templates (including phased templates), but cannot modify existing projects that way. Check the Core Help for more on project templates.

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  • Why can't I delete a retainer?

    If you are unable to delete a retainer in Core, the reason could be that you already used a part of the retainer toward a payment of an invoice. If you have to delete that retainer completely, you ...

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  • Employees cannot access reports

    User has customized the security permissions of employees and allowed them access to selective reports. Additionally, the user has checked the Reports module in the Security Profile of the employee...

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  • Setting up assignments for new projects

    If you want your newly-created projects to automatically have assignments, you can do that by creating a project template that has assignments and then creating new projects from those templates. T...

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  • How to add more items to Department drop-down for employees?

    The Department drop-down in the Employees > General > Details screen is an auto-populating list. When you type in a department name for an employee and save the details, Core adds it to the existin...

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  • Vendors paid via checks

    If you created vendor bills in Core for the work your vendors did, but instead of paying them using the Bill Payments screen, you cut a check directly to your vendor. This can lead to problems with...

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  • Where do I set PTO hours for employees?

    If you have the Core HR subscription, you can set the available PTO hours (Vacation or Sick) by assigning benefits to the employees. Check the Core Help for more on that. Otherwise, Core takes the ...

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