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Core Help Center

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Recent activity by Core Help Center
  • Newly added phase not combining with other phases when batch billing

    User has a phased project and the phases are always combined on the invoice when batch billing. However, on adding a new phase to the project, it does not combine with the other phases in the Creat...

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  • Report does not show project phases

    User is trying to run a report, say Percentage Billed in Core, but for phased projects, it only lists the parent projects and not the phases. This can happen if the report is set to group by Master...

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  • Cannot see tabs in detail view

    User is trying to open the details of a project, but cannot find the tabs (General, Performance, Transactions, etc) on the screen. The same thing happens when opening the detail view in other scree...

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  • Why do I see trial account?

    If you have already purchased subscriptions for Core, but still sees a trial account, this can happen if you have created multiple companies and purchased subscriptions for only one of them. You ca...

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  • Can we copy time from one week to another in Time Card?

    Yes. You can copy the time entries from one week (or day) to another in the Time Card screen using the Copy To and Copy From options. Check the Core Help for details.

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  • Hiding info bar on the screens

    You can choose to show or hide the info bar at the top of the Core screens by clicking the info bar icon next to the Create button. This is a toggle button and so clicking it hides or shows the inf...

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  • Why do few states show up when creating new contacts?

    When entering information for a contact, such as an employee or client, Core displays information in the drop-downs based off of what has been previously entered. If you have an employee contact yo...

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  • Existing invoices not displaying PO number

    User has set the Project PO # for a project, but it does not reflect on the existing invoices of the project. This is the expected behavior in Core. Any changes you make to the Project PO # field o...

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  • Where can I see the most recent payments of clients?

    You can see all the transactions of a client (including invoices and payments) on the Clients > Transactions screen. Check the Core Help for more details.

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  • Disabling markup for employees

    User wants to restrict the employees from accessing and editing the markup on their expense entries. You can do this by customizing the security permissions of the employees. Un-check the option Sh...

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