Core Help Center
Articles
-
Do you have a cyber insurance policy?
Yes, we do have cyber liability coverage through our general liability insurance policy. We also self-insure most of the liabilities typically offered by first-party and third-party cyber insurance...
-
Are invoices automatically emailed when finalized?
No, not by default, but this can be set up using project rules. From the Projects screen, select a project and view its details. Under General > Assignments > Rules, you can assign the rule 'Automa...
-
Are your hosting facilities audited by SSAE18?
Yes, we are audited for SSAE18 (SOC1 and SOC 2). Check the reports of our IaaS providers: Rackspace Amazon Azure
-
Does BQE comply with NYS Shield Act effective March 2020?
No, BQE Software does not comply with the New York's Stop Hacks and Improve Electronic Data Security (SHEILD) act. However, please review our IaaS provider's compliance links to see if they are SHI...
-
What is the process of moving leads to clients?
Typically, companies get leads from various sources and if they get qualified, they are converted into prospects. The companies run campaigns and promotions to win business from the prospects by cr...
-
Difference between budgets and estimates
For clients and projects, when should a budget be used instead of an estimate, and vice versa? Budgets and estimates have many similarities, but budgets tend to be used more in Core for internal pu...
-
Balance Sheet Accrual doesn't match Accounts Receivable Aging
User finds that the amount displayed by the Balance Sheet Accrual report filtered for Accounts Receivable (A/R) does not match the amount shown by the Accounts Receivable Aging report. This is ofte...
-
Automatically update dates for dependent tasks in Allocation & Forecasting
Allocated tasks for a project can often be delayed due to unforeseen circumstances, affecting the timeline of your project. When this occurs, you want to be sure to update the dates of dependent ta...
-
What Core API resources are available?
Core users who are using its APIs can refer to the following resources for questions and information: Developer Portal API Getting Started Guide API Code Samples API Explorer You can also reach o...
-
Do you provide standard APIs for import and export of data?
Yes, we provide APIs that can be used to both import and export data for Core. To know more on APIs, please check our API documentation.