CORE Help Admin
Posts
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Did you know: Setting default account for bill payments
Did you know...? When making bill payments, you do not have to select a bank account every time in the Create Bill Payment screen if you set a default account in Settings. Go to Settings > Add-ons ...
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Did you know: Setting default account for checks
Did you know...? When creating checks, if you want a specific bank account to be selected automatically, you can set that in Settings > Add-ons > Accounting. On the Bank Accounts panel, select the ...
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Welcome to the Core Community!
This is a Core user forum - a place to ask questions, find answers, join discussions and view announcements about Core. Join this group to stay up to date on Core, connect with other Core users, an...
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Follow Tips and Announcements
Dear CORE Users, Do follow the Tips & Tricks topic on CORE Community to get notified automatically via email of all the tips and best practices we post here. Also follow the Announcements topic her...
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How does Core Community work?
The Core Community Forum consists of topic categories under which you can add relevant posts to ask questions or start a discussion. Other Core users and BQE experts can answer questions and post c...
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Did you know: Setting up clients with multiple contacts
Did you know...? If you have a client with multiple contacts, you do not need to set up separate client records for them in CORE. You can have one client and then add multiple client contacts to it...
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Did you know: Changing status of parent projects
Did you know...? If you are changing the status of a parent project, say active to inactive, CORE prompts you to change the status of associated phases, but only if the parent project (root project...
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Did you know: Keep billable time entries beyond the contract amount
Did you know...? At times, you might need to retain billable time entries beyond the contract amount of a fixed project. For that, activate the project rule Skip time entry evaluation on this fixed...
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Did you know: Handling change orders
Did you know...? If your client requests a change order on a project, which results in a change to the scope of the work specified in the original contract, you can handle such a scenario by creati...
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Did you know: Listing most recent projects first
Did you know...? If you want your most recent projects to appear first in the Projects screen, you can sort it by the Start Date column. Make this column visible from More > Show/Hide Columns and t...