CORE Help Admin
BQE Documentation Manager & Product Specialist
Activity overview
Latest activity by CORE Help Admin-
CORE Help Admin commented, There is an Auto Approve Time setting at the employee level too. That too should be checked in case it is turned on for some employees working on a project.
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CORE Help Admin commented, That doesn't seem to be the correct behavior then. I have asked the Support Team to check this for you. Thanks for your patience!
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CORE Help Admin commented, Did you check the project rules? Please make sure the settings are not on at the project level, even if they are off at the global level.
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CORE Help Admin commented, You could also set up a billing schedule but the processing of the invoices will be manual in the Invoice Batch mode.
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CORE Help Admin commented, Hi! You could add a memo or invoice message to mention about the credit as a workaround.
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CORE Help Admin commented, Hi! If you want all your invoices to have the ePayments option, you need to set this up at the global Settings level and then can assign it at the client level to cover all the projects and their i...
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CORE Help Admin created a post, CORE Tips Series: Editing Draft Invoices
The Invoice Editor in CORE has been a momentous change, enabling you to adjust draft invoices without the need to delete and recreate them – a major improvement over previous workflows. With the ed...
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CORE Help Admin created a post, CORE Tips Series: Adding Invoice Memos in Batch
For times when a detailed explanation is needed on an invoice, memos are an excellent tool to use. If a one-time, urgent message needs to be added, the Memo feature can ensure that the message appe...
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CORE Help Admin created a post, CORE Tips Series: Applying Discounts
Offering discounts can be an effective incentive to drive more business, and BQE CORE makes it easy to apply them. In the Invoice Batch screen, you can simply show the Discount column, allowing you...
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CORE Help Admin created a post, CORE Tips Series: Applying Retainers
For clients with retainers that should be applied immediately, use the Auto-apply available retainer option before loading the invoice batch. This will automatically apply any available retainer ba...