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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
  • Setting up 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

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