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Core Support

  • Total activity 2682
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Activity overview

Latest activity by Core Support
  • Core Support created an article,

    Can I change the name of a Core user?

    Yes. The Name field in the Manage Users screen is editable. Change it there and click on Done to save the changes. Check the Core Help for details.

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  • Core Support created an article,

    Changing discount label on invoices

    When you apply a discount on an invoice in Core, it is labeled as Discount Applied at the end of the invoice, reducing the amount due on it. If you want to change that label, you cannot do that dir...

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  • Core Support created an article,

    Can I use parent project retainer for phases?

    Yes, you can apply the retainer of a parent project to the invoices of its phases and sub-phases. Check the Core Help for more on retainers. You can also use the client retainer on various projects...

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  • Core Support created an article,

    Can we change contract type during the life of projects?

    Suppose you want to change a project from a fixed-fee contract type to an hourly contract. In Core, it is possible. Under Projects > Details, change the Contract Type to the one you want and save t...

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  • Core Support created an article,

    How can I create estimates as PDFs?

    You can do that by running the Estimate Details report from the Reports screen and filtering it on the estimate you want. Then use the Export option on the report viewer and select PDF from the dro...

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  • Core Support created an article,

    How can I remove project memos from invoices?

    The project memos show up on invoices if you have the rule Use project memo on invoices selected in Projects > General > Assignment. Remove this rule for the project to prevent the memo from showin...

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  • Core Support created an article,

    Passing vendor refunds to your clients

    Suppose you have paid a vendor bill in full, invoiced its items to your client and the client has paid the invoice in full. After some time, the vendor refunds some of the amount (due to some reaso...

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  • Core Support created an article,

    Does data syncing take too long?

    Sending Core data to another software can take time, depending on the amount of data being sent. If you have a lot of data that needs to be sent and want to save time, send your data in batches usi...

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  • Core Support created an article,

    Can I edit incorrect expense entries submitted to me?

    Yes, you can edit the submitted expense entries on the Expense Entries screen, just like any other expense entry. However, you should have the right security permissions to do so.

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  • Core Support created an article,

    Is there a way to tax selective expenses?

    Yes, you can tax only some of the expenses. At the project level, you must set the taxes to zero and then use Tax 1/2/3 fields at the Expense Items level to add tax to only those expenses you want ...

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