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CORE Help Admin

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Recent activity by CORE Help Admin
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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...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • -2 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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 ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes