Naira Yaqoob-BQE Documentation Manager
I work at BQE Software as the Documentation Manager & Product Specialist.
Comments
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Yes, there was a maintenance scheduled. Please see the update here: https://status.bqecore.com. It is best to subscribe to this page to get the updates.
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Hi! One option to do this would be to set up emailing payment receipt to your clients in Global Settings (or User Preferences) and making sure to CC or BCC the manager's email ID there. That way, w...
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Ok, good then. Yes, we recommend the Google Chrome browser for the best experience.
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You cannot merge two prospects for one opportunity. You can specify only one prospect for an opportunity, who later becomes the client for the project (opportunity won). However, you can add a cont...
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Hi! You can delete payments from the Payments screen as usual. Just note these limitations: You cannot edit/delete deposited payments, NSF payments and online payments (ePayments) except for refer...
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Sorry, but there is no update to the invoice editing feature since then. You can still edit the draft invoice and do very limited editing of finalized invoices. However, this has been a feature req...
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I will move this to Feature Requests.
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Jessica, everything about Payments is already explained in the help guide: https://corehelpcenter.bqe.com/hc/en-us/articles/4402465115287-Payments Videos are also available. You can look for any in...
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Hi! Have you checked the Projects and Budgets screen to ensure that the project actually does have a budget attached to it? If not, then you first need to assign a budget to the project from either...
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Hi! You can edit your invoices in CORE, just not the finalized or posted invoices. If editing invoices is something you have to do often, then maybe you can modify your workflow to always create dr...