Core Community-Admin
Articles
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What do my clients need to pay online?
Your clients must have a credit card, debit card or bank account to make online payments. In case of Stripe ACH ePayments, you need to have a Plaid account, but your clients do not need it. The Pay...
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Can I hide the stars on test print of checks?
Yes. The box containing the stars is resizable and you can reduce its size so that the stars are hidden. Check the Core Help for more on check alignment.
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Is it possible to revise draft invoices?
Core allows limited editing of invoices: whether draft or finalized. You can make changes to the draft invoices and then finalize them. If you want to change the entries on an invoice, you need to ...
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How can I automate the process for monthly rents?
You can do that by using the Recurring Checks feature. Create an initial check for the rent that you can then use as the Source Check for setting up your recurring checks. Core also creates the cor...
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Project delivery with Core CRM
Streamline Pursuit Through Project Delivery with CORE CRM
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Excluding 'To Be Printed' checks from reports
User is trying to run the Check Details report, but some of the checks show the check number as To Be Printed. How to exclude such checks from the report? You can do that by applying the Check Numb...
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How to add employees to existing employee groups?
You can do that from the Employees > General > Details screen by clicking Assign Groups. Check the Core Help for details.
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What is the Core application flow for AffiniPay solutions?
The flow is the same for all AffiniPay payment solutions (DesignPay, LawPay, CPACharge, and AffiniPay for Associations). You need to set up an ePayments profile in Global Settings > ePayments by ch...
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Don't we need expense account for AffiniPay?
There is no option to set the Expense Account for AffiniPay in Core. This is because, unlike Stripe, AffiniPay does not levy a processing fee at the time of the charge, but instead calculates these...