CORE Help Admin
Articles
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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...