BQE Core Support
Articles
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Tracking accrued benefit usage
If your employees have accrued some hours on a benefit, say Vacation or Sick Time, Core tracks the time entries as well as the benefit usage logged against the benefit when computing the hours used...
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Managers unable to see project phases
A phased project has a different manager for each phase. All the managers have Manager Level Access in security, but none of them can find the phase they manage in the projects list. This is the ex...
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How can I delete project assignments?
You can remove assigned team members, activity and expense items from a project by selecting them and clicking Actions > Delete in the Project Assignments screen. If you want to completely clear ou...
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How to batch import clients from another billing program?
As of now, Core integrates with QuickBooks Online, Xero and MYOB AccountRight and you can easily transfer data to and from these applications via data integration. Check the Core Help for details.
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'Hourly Not to Exceed' project not limited to contract amount
User has a project with the contract type Hourly Not to Exceed, but on creating non-extra time entries after having reached the contract amount, Core does not automatically mark them as non-billabl...
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Client receiving automatic payment receipts
User does not want Core to automatically email payment receipts to the clients. This is controlled by the option Email payment receipts to the client in Global Settings > Billing. Un-check this opt...
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Total amount of billable entries
User wants to see the total amount of billable time entries only, but the total for the Amount column in the Time Entries screen includes the non-billable amount. If you want Core to exclude the no...
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Reversing vs. deleting journal entries
In Core, you have the option to Reverse a General Journal entry or Delete it from the row-action menu. These two options serve very different purposes. Reversing a journal entry creates another dup...
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Charging clients for late payments
How do I charge late fee to my clients for overdue payments? You must first set up the payment terms and interest charges at the project level (you can also do this at the global level). Then you c...