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Core Help Center

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Latest activity by Core Help Center
  • Core Help Center created an article,

    Who do I contact for technical support about ACH transfers?

    If you have technical questions about signing up for a Stripe account or any other issues such as bank transfers or charges, please contact Stripe or check their documentation. For Plaid-related qu...

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  • Core Help Center created an article,

    How do the clients pay via ACH transfer?

    After enabling ACH transfer payments for your invoices, Core sends your clients to the ePayment Portal where they are able to pay their invoices electronically. The invoice details are displayed on...

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  • Core Help Center created an article,

    What is the role of Stripe in ACH transfers?

    Stripe is another third-party software that securely conducts the payment transfer between bank accounts. When creating a Stripe account, your business must provide a verified bank account and auth...

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  • Core Help Center created an article,

    Using write-up/write-down in Core

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  • Core Help Center created a post,

    Tip of the Week: Reconciliations

    On the Reconciliations screen, you can sort the columns by date or amount to save time in searching for records for reconciliation. However, any sorting action refreshes the list and resets the cle...

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  • Core Help Center created an article,

    Can we change the terminology used in Core?

    Yes. To change the terminology or labels in Core, follow these steps: Under Settings > Global Settings, click Custom Labels on the left. Next, click the Custom Label drop-down and select the scree...

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  • Core Help Center created an article,

    Customizing PO numbers

    If you want a custom numbering sequence and format for the purchase orders in Core, then set that from the Global Settings > Accounting screen. You can find all the settings related to purchase ord...

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  • Core Help Center created an article,

    Account for paying vendor bills

    User is trying to pay a vendor bill, but cannot find any account in the drop-down on the Create Bill Payments screen. The Account drop-down displays a list of accounts that match the Method you hav...

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  • Core Help Center commented,

    ymckee From what I understand, you could create 3 project templates for your accounting, tax and consulting projects and for every client, you can add those projects to them using these templates. ...

  • Core Help Center created a post,

    Tip of the Week: Manual Invoices

    Did you know? When creating manual invoices in Core, you can move the line items up or down on the grid using the plus icon . This can be helpful if you want to display the line items in any specif...

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