CORE Help Admin
BQE Documentation Manager & Product Specialist
Articles
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Is there a way to attach project documents automatically to invoices?
No. You have to download the project documents ahead of time and attach them to the invoices when creating them in the Invoices screen.
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What does the blue line on the Invoices screen mean?
The invoice rows are color-coded. They display a colored bar on the left: blue indicating a posted invoice. Posted invoice means that the invoice has been sent out to the client.
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Can I pay a bill partially?
Yes, you can pay a portion of the bill amount; such bills are termed as Partially Paid.
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What does vendor work-in-progress represent?
Vendor WIP represents the total value of billable, approved, but unbilled time and expense entries of vendors.
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Is it possible to display credit on invoices?
No, but you can show a discount on an invoice. When creating a batch invoice, enter the amount into the Discount column and generate the invoice as usual. The discount amount is then displayed on t...
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Expenses not showing on General Ledger report
General Ledger report provides information about your account activity over a specific period, displaying transaction details such as account, debit or credit amount, and balance. It basically disp...
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Cloud Feeds: Error 428
When adding an account from a banking institution to Cloud Feeds, user receives Error 428. This is due to the Terms and Conditions not being accepted from the banking institution's website. You sho...
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Why don't retainer refunds show up on A/P Aging reports?
This is the expected behavior of the report. Instead, you can use the AP Aging with Credits report, which includes retainer refund transactions.
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How to move work-in-hand to new projects?
The best way to move work-in-hand to a new project would be to lower the Contract Amount on the original project by the amount for the work-in-hand. Increase the contract amount for the new project...
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Rates outside standard fee schedule
User has a project set up and needs to assign different rates to it than the standard fee schedule. How to handle this? The best solution is to set up a new fee schedule with the new rates for that...