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CORE Help Admin

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Recent activity by CORE Help Admin
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  • Dashboard

    1. Using CORE
    2. Reports
    3. 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?

    1. Using CORE
    2. Accounting
    3. FAQs

    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

    1. Using CORE
    2. Contacts
    3. 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

    1. Using CORE
    2. Contacts
    3. 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

    1. Using CORE
    2. Accounting
    3. 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

    1. Using CORE
    2. Billing
    3. Invoices

    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

    1. Using CORE
    2. Billing
    3. Invoices

    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

    1. Using CORE
    2. Time & Expenses
    3. Time Entry

    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

    1. Using CORE
    2. Contacts
    3. 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

    1. Using CORE
    2. Accounting
    3. Payables

    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