CORE Help Admin
BQE Documentation Manager & Product Specialist
Articles
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Does BQE charge any extra fee for using ePayments?
No. BQE Software does not charge any additional subscription fee for using the ePayments feature. However, like any other online payment gateway like AffiniPay or Stripe, there is a standard proces...
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How do I check if an invoice is paid?
To know if an invoice is fully or partially paid, you can check the Paid and Balance columns on the Invoices screen. Show these columns from the More menu > Show/Hide Columns if they are not visibl...
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Where can I set the birth date for employees?
You can set the birth date when creating an employee profile or later in the detail view. When creating an employee, set the Birth Date on the Create Employee screen under Other Details. For existi...
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Expanded project and phase list
User sees all projects and phases listed in the grid in an expanded form and has to click on the arrow icon to hide the phases. Is there a setting to have all the phases hidden in the project list ...
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Where can I see voided invoices?
By default, voided invoices are not displayed on the Invoices screen. You need to apply the filter Void on the screen and set it to Yes in order to display voided invoices. Check CORE Help Center f...
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Can I set an account for payments?
By default, client payments automatically get saved into the Undeposited Funds account till you make a deposit. However, you can also set the Deposit Account to a bank account when creating the pay...
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Can I close a parent project but charge the phases?
Yes. It is possible to mark a parent project as complete and still bill its phases. In fact, a project with Completed status can still be billed. This status only restricts creating new time and ex...
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How is Project Cost Multiplier calculated?
The Multiplier field on the Project Cost Multiplier report is calculated as: Multiplier = Bill Amount / Cost Amount where Bill Amount = Total Charge Amount (i.e., Bill Rate x Client Hours) from all...
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How can I generate financial statements?
Your company's financial statements are a set of reports that summarize how the company has performed financially in a fiscal year. You can use most of the reports under the Financials group in the...
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Can I exclude PTO from time & expense reports?
Yes, you can do this by using activity groups. Create an activity group with activity and expense items, excluding any PTO activities. As you run your time and expense reports, filter for this acti...