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Core Help Center

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Recent activity by Core Help Center
  • 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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  • 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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  • Tip of the Week: Core Sign-in Page

    While signing in to your Core account, save the Core sign-in page for a one-click start next time. You can bookmark it, drag it to the shortcut bar in your browser, or drag the page to your desktop...

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  • Dashboard widgets by subscription

    Are you looking to scan the dashboard widgets by the Core subscription packages? This table is really useful for that. Check it out.

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  • Benefits of Using Core Community vs. Facebook

    Core Community is more organized – It allows for discussions to be categorized by a range of topics such as Tips & Tricks, Feature Requests, Announcements, Project Management, etc. Core Facebook ...

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  • Understanding country and regional settings in Core

    Are you confused as to how your Country in Core affects you versus the regional settings? Check out this article to understand the country and regional settings in Core!

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  • Bookmark Core Help

    It is a good idea to keep the Core Help as a handy reference for any reference information or detailed steps regarding any Core screen. You can bookmark the Core Help link in your browser to make i...

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  • Project rules and Global rules

    Check out this easy-to-understand table which lays down the project-level rules and global rules. Do note that project level rules take precedence over the global rules. Global and project-level rules

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  • Core CRM Beta released!

    Core CRM Beta version was released along with the latest Core update (version 1.1.147) recently on June 6th, 2020.  Please note that the Core CRM Beta release involves no fees and zero obligation C...

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  • Difference between subscription, security and employee control in Core

    If you really want to understand the difference between these concepts: subscription, security and employee control in Core, check out this useful article.  

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