Mark

1. Community
2. Accounting & A/P
3. Import data to Core

Currently Core does not have built in import functionality. However since we have APIs we write a tool to import payroll JEs into Core. Please email me your contact information at mark@bqe.com, I s...

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• Created February 26, 2021 18:04
• 2 votes

1. Community
2. CORE APIs
3. Construct where clause in header to check if field contains substring

Joseph,   You will get the Contract Amount from the Project Model. WIP or work in progress can be pulled from Time entry and Expense endpoints filtering out by Project UUID and Billed Status = Fals...

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• Created March 04, 2020 19:26
• 2 votes

1. Community
2. Accounting & A/P
3. Import data to Core

Since the initial post , we have added the ability to import JE, now you should be able to import payroll JE. Capability to import clients, projects etc will be added in next few sprints.

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• Created November 17, 2022 17:38
• 1 vote

1. Community
2. Feature Requests
3. Memo Fields

Jeff thanks for your valuable feedback. I will definitely discuss your training related feedback with the concerned trainer. 

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• Created May 30, 2023 18:09
• 0 votes

1. Community
2. Data Migration & Integration
3. PowerBI Integrations

nicksutherlandcpa, please email your contact info at mark@bqe.com, I will help you set it up.

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• Created May 05, 2021 17:48
• 0 votes

1. Community
2. CORE APIs
3. API Question: How does Invoice connect to Client or Project?

Evan I believe you are using our Power BI connector Simply pass "InvoiceDetails" to Expand Option when loading data as shown in the screenshot below. Click on Transform Data to open the transform w...

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• Created August 19, 2020 01:48
• 0 votes

1. Community
2. CORE APIs
3. Token Grant failure - invalid grant

The company id is not returned in the query string. To get the company id after you are logged in please use the userinfo endpoint as documented here to get the company Id, you will use the bearer ...

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• Created July 03, 2020 22:17
• 0 votes

1. Community
2. CORE APIs
3. Securely load Core data in realtime and display for all users

Users need to be authorized. After the user has been authorized you can save the access token, expiration (by default access token is valid for an hour) and Refresh token locally in your database o...

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• Edited March 06, 2020 21:53
• 0 votes

1. Community
2. CORE APIs
3. Getting Project Budget Information

I have already answered your question in a separate thread, here is the link for your reference https://corehelpcenter.bqe.com/hc/en-us/community/posts/360039512433-Construct-where-clause-in-header...

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• Edited March 05, 2020 22:17
• 0 votes

1. Community
2. CORE APIs
3. Support for Reports

Core API are not supposed to give access to the reports, however you can use various end points to extract information that for the most part will allow you to calculate the values on the reports o...

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• Created March 05, 2020 18:35
• 0 votes