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Core Support

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Recent activity by Core Support
  • How to make projects non-billable?

    If you want an entire project to be non-billable, in other words all the time and expenses logged for that project to be non-billable by default (say a pro bono case), you should use the Marketing ...

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  • How to enable automatic allocation for approved PTO?

    Core offers the ability to automatically create task allocation entries for approved PTO. To enable this feature, open Global Settings > Time & Expenses and enable the 'Create an allocation entry o...

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  • How do I delete vendors in a batch?

    You can delete the vendors by selecting them in the list view of Vendors screen and clicking Actions > Delete. However, you cannot delete the vendors that have transactions (say vendor bills or exp...

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  • Cannot see all invoices under parent project

    User cannot see invoices of the phases on the parent project's Transactions screen. This can happen if the parent project is of type Standard instead of Main. In that case, Core includes only those...

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  • Why can't I review PTO requests of other employees?

    This can be because of your security permissions that restrict you from doing so. You should ask your Core administrator to customize your security permissions and give you the appropriate access i...

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  • Cannot batch update activity for time entries

    User is trying to update the activity on a batch of time entries in Core, but some of the entries are not updating. This can happen in any of the following cases: If you are using Project Assignme...

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  • Can we exempt some items from tax on invoices?

    If you are using the main taxes set at the project level, they apply to the final invoice amount and, therefore, you cannot exclude items from being taxable. Consider using the item level taxes (Ta...

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  • Can I apply discount only to services on invoices?

    No. As of now, the discount applies to the total invoice amount and not the services or expenses portion of the invoice. Check the Core Help for details. Consider creating separate invoices for ser...

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  • Issue with Budget Comparison report

    User is trying to run the Budget Comparison report, but cannot see any data in the Spent section. For this report to reflect accurate data, make sure you have actually used the same set of employee...

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  • Can I see invoices with Manager subscription?

    With the Manager subscription, you can preview existing invoices from the Projects > Transactions screen. But you cannot make any changes or create new invoices with that package. You need the Bill...

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