
CORE Help Admin
Articles
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Dashboard
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. Dashboard is your home page that displays when you log in to CORE, providing you with an overvi...
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Why is Reconcile unavailable for some accounts?
CORE does not allow reconciling balance sheet accounts that are set as the default System and Tax Accounts in Settings > Add-ons > Accounting. This is because these accounts are internal to CORE an...
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Employees
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. The Employees screen allows you to create and manage the profiles of people working in your com...
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Vendors
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. Vendors can be contract employees, subcontractors, consultants, agents, brokers, suppliers, util...
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Checks
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. The Checks screen allows you to pay directly any expenses that can be tracked using a General L...
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Statements
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. A statement summarizes information about invoices, adjustments and payments for a project or a ...
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Invoice Collections
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. Collection is the intermediate step between processing invoices and receiving payments. The goal...
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Personal Time Off Requests
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. CORE provides a Personal Time Off feature that allows your employees to request time off and your...
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Clients
The Clients screen allows you to create and manage the profiles of your customers. You can have a main contact as well as additional contacts for the clients. The client information is used on rep...
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Vendor Bills
Overview Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE. A vendor bill is an invoice received for products and services purchased from vendors and so con...