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Core Community-Admin

  • Total activity 5025
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Activity overview

Latest activity by Core Community-Admin
  • Core Community-Admin created an article,

    Creating promotions in Core CRM

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Core Community-Admin created an article,

    What happens when ePayments is enabled with a specific deposit account?

    User wants to understand what happens when ePayments is enabled with a specific Deposit Account in the Global Settings screen? Whenever a payment is fully processed by the payment processor, you w...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created a post,

    Did you know: project rule

    If you are wondering why the project rule ‘Always Show in Create Batch Invoice screen’ has been disabled after you enabled it, it might be due to a change of status for your project. When a project...

    • 1 follower
    • 0 comments
    • 2 votes
  • Core Community-Admin created an article,

    Retained Earnings in Core

    Retained Earnings is the amount of net income (or profit) reserved for reinvestment into the business. At the end of your fiscal year, Core displays the net income of your Profit & Loss account to ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Is there a way to display project address on invoices?

    No, Core has the ability to send invoices to the client address or client contact address only. Each client in Core can have an unlimited number of additional contacts linked to it. Your invoice wi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    How can I move billed time entries to another project phase?

    By mistake, user associated time entries with the wrong project phase and wants to fix the invoice and payment related to this invoice. Core gives you an option to reverse payments and invoices. Wh...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Cannot delete a project

    User is trying to delete a project, but cannot delete it. The project has a retainer associated with it, which is why Core does not allow this deletion. You cannot delete a project if a retainer or...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Why can't I print 1099 form?

    Core has several 1099 reports that allow you to print 1099 information. To resolve this issue, you should turn off Track payments for 1099 only and filter the report by year. Check out this article...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Client retainer applied automatically

    User is trying to create an invoice for a phased project, but is getting a negative retainer amount. This issue usually happens if the Auto-apply retainer option is checked. You can fix this issue ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Core Community-Admin created an article,

    Should I create a single project or a project per year for tax returns?

    You do not have to create multiple projects for each year if you don't want to. You can create a single project and capture all the tax return information there and use the year filter to view sele...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes