Company Setup
- ★ Adding users and assigning subscriptions in Core
- Creating and managing companies
- Managing subscriptions in Core
- Renewing subscriptions in Core
- Creating contacts in Core
- Creating client profiles in Core
- Managing clients in Core
- Setting up vendors in Core
- Managing vendors in Core
- Creating activity and expense items in Core
- Setting notifications and reminders
- Setting up security in Core
- Setting up employee control in Core
- Making Core DCAA compliant
- Creating custom fields and lists in Core
- Customizing labels in Core
- Managing documents in Core
- Setting up emails in Core
- Managing multiple currencies in Core
- Creating and using classes in Core