Frequently Asked Questions

Here are some of the questions our Support team gets asked frequently

Subscription

Can I evaluate Core on a trial basis?
Yes. You can sign up for Core on a 15-day trial period and explore all its features.

Anytime during your trial period, you can subscribe to the paid version. If you do not sign up within this period, your account is deactivated. All the users will be locked out of the system, except for the owner of the account. The owner is able to go into the account and reactivate the subscription. We retain your data for 180 days. After that, your data will be deleted and we will have no way to recover it.
How safe is my data in Core?
We take all precautions to keep your information safe and secure. Our state-of-the-art redundant server cluster is hosted and professionally managed by Rackspace, a recognized leader in high-end hosting.
What is the subscription cost of Core?
BQE Software charges subscribers monthly depending on the type of package and you can choose to pay monthly, quarterly or yearly. All the plans and pricing options are available on the Core website.
How do we purchase Core? What types of payments are acceptable?
You can purchase each subscription for a monthly price and choose to pay monthly, quarterly or yearly. All the plans and pricing options are available on the Core website. You can use credit cards like Visa, MasterCard, Amex or Discover to make your payments online or pay by check or money order by calling our sales professionals.
Can I create more than one company? If yes, do I need to pay for each company I create?
Yes, as an owner of the account, you can create multiple companies using the same login credentials. However, each company needs to be licensed separately.
How can I upgrade my account?
You can upgrade your account from the Manage Subscriptions screen in Core under your company menu on the top-right.
Are there any hidden sign-up fees or termination fees?
No, we do not charge sign-up fees, termination fees or any other fees. The price you pay is simply the fixed fee based on the packages you have chosen.
Do you store my credit card details?
For automatic renewals, you have the option to save your credit card information linked to your account details. If you prefer not to use the automatic renewal option, you do not need to save the credit card details
Can I view my payment details?
The Core account owner can log in to view the account management screen and check the billing information. All the invoices and payments posted to the account are listed there.
Can I change my subscription plan?
You can buy additional licenses at any time by going into Manage Subscriptions screen. However, if you want to reduce your licenses, you can do so only when you renew your subscription.
What happens to my data if I cancel my subscription?
When you cancel your subscription, all your data remains in Core for 60 days, although you won't be able to access it. However, prior to your cancellation, you can export your data using the Export feature within Core wherever available.
How do I delete my account?
To delete your account, log into Core and go to your company menu. Select Account > Manage Subscriptions and then cancel your subscription from there.
If I forget my password, how do I reset it?
Click on the Forgot Password link on the Core Sign In page. Use this option to receive an email to your registered email address with the password reset link. After resetting the password, you will be able to log in to your Core account with your new password.
Do you provide phone support?
Yes, your Core subscription includes email support as well as phone support. You do not need to purchase any support plan separately.
How do I get help related to the program other than phone support?
Your subscription to Core includes email and phone support. There is also a context-sensitive help file available within the program. You can also watch the Core how-to videos on the website.
Can I change my email address and password?
Yes, you can change your login credentials (email address and password) anytime by visiting your user profile under your company menu.
Can I backup my own data? How often is my data backed up?
You cannot back up your data on your own. We back up your data every day. It is stored on firewall-protected, redundant servers so that it’s safe from hardware and software failures, hackers, and viruses .
Can I change the owner of my Core account?
The owner is the person who originally sets up your Core account and company. The account owner is the only person who can upgrade plans, change credit card billing information and cancel accounts. You can transfer the ownership to another user by going to the Manage Users screen.
Can I change my Core URL?
The URL is provided by BQE Software and cannot be customized.
Is there a limit to the number of users I can add to my company?
Core supports an unlimited number of users. These users can log in and work simultaneously on the web and mobile application.
How do I invite employees to Core?
You can add users or invite other employees of your company to Core if you are the Owner of the account or Admin User. You can do so from the Manage Users screen under your company menu > Account.
How do I invite consultants to work in Core?
You can add outside consultants or contractors to Core if you are the Owner of the account or Admin User. This helps them track their time on the projects worked for you. You can do so from the Manage Users screen under your company menu > Account. When you send an invitation, they can accept that and sign up for their account.

General

Can we install Core on our own server?
No, because Core is a hosted model. We maintain the servers, security, updates and improvements so that you do not have to worry about anything.
Does Core work on Mac?
Yes. Core is a web-based, cloud software solution and you can access it via the Internet on any compatible web browser, irrespective of the device (Mac, PC, laptop or mobile phone) or operating system (Mac OS, Windows, Linux, Ubuntu, iOS or Android).
Can I access Core on a tablet or mobile phone?
Yes, Core is a web-based, cloud software solution and hence you can access it via the Internet on any compatible web browser, irrespective of the device (computer, laptop, tablet or smartphone). However, for mobile, we recommend using the app on your smartphone (iPhone, Android phone, etc.). You can download the Core Mobile app from iTunes or Google Play. Download them here
How do I update or upgrade my software?
Core is a web-based, cloud software solution and hence you are always going to be on the latest version. We do the software updates automatically in the background on a regular basis.
How do I switch to Core?
BQE offers data migration services for a nominal fee.
Is there a charge for data migration from another software?
Yes, there is a fee for the data migration services. Our Data Migration Team will provide the price of migration prior to purchasing the service.
Are there any training courses available for Core?
Yes, there are various training courses available to fit your needs, budget and preferences. Please see our Training Services for more.
Can I keep certain users from seeing specific areas in the app? How do we set permissions?
Core provides extensive security permissions for all features and reports. This allows you to specify who sees what in the application. You can give anyone permission to access all or selective areas of various screens using the Security screen under your company menu.

Lists

Can I delete a list item?
Yes, you can delete an item unless it is referenced or used elsewhere in the Core database. Select the items or records on the grid that you want to delete and click Actions > Delete.
Can I add more than one tax to an item?
Yes, you can add multiple taxes to an item, such as Tax 1, Tax 2, and Tax 3, besides the main taxes, Main Service Tax and Main Expense Tax. Taxes can be set up at the global, client, and project level.
Can I set up and associate multiple income accounts for my items?
No, you can specify only one income account per item. However, you can set up accounts at the global level and then override that at the project or entry level.

Banking

My bank feeds are broken. What should I do?
Try to log in to your bank account on your bank’s website. If you have any problem there, you should take up that with your financial institution. After that, update your credentials in Core using the Bank Feeds screen.
While fetching the bank feeds, do you store our credentials?
No, BQE Software does not store your credentials. Core works with a third-party online banking solutions service provider that collaborates with other banks to provide you with bank feeds. While fetching the bank feeds, it uses your credentials to gather your bank statements, which are passed onto Core in an encrypted form for security reasons. All along, your data is protected.
Can I import my bank statements within Core?
Yes, you can import your bank statement in Core using the Bank Feeds screen.
Can I transfer payments from the un-deposited funds to my bank account in Core?
Yes, you can do so from the Fund Transfers screen.
Can I delete my bank account in Core?
Yes, you can do so from the Bank Feeds or Chart of Accounts screen. Please note that if you stop the bank feeds, it will not delete your transactions. If you cancel your bank account and open a new one, you have to do the same in Core. You cannot transfer transactions from your old bank account to the new one.
The amount in Core and my bank account do not match. What is the problem?
If you have added a bank account in Core, you can fetch the feeds for the past 90 days only. If the amount in Core does not match the actual amount available in your bank account, this might be because of the transactions carried out before the past 90 days. You can record the balance amount in the Bank Feeds screen by adding a transaction or reconcile your accounts using the Account Reconciliations screen.

Credits

When can I use vendor credits?
As the name says, vendor credits are credits received from your vendors. In other words, the vendor owes you cash. Vendor credits can be recorded to track the money you are owed until it is either paid by that vendor later or deducted from any bill due to that vendor in future.

Purchase Orders

When do I create a purchase order?
Purchase orders are generally created when you have to buy items for your business. It is a financial document issued to the vendor and contains information such as items purchased, quantity and price.

Bills

Can I pay a bill partially?
Yes, you can pay a portion of the bill amount; such bills are termed as Partially Paid.
Can Core generate recurring bills?
Yes, you can memorize bills in Core and set up recurring transactions with the desired frequency.
When do we need recurring bills?
Recurring bills can be used when you have to make periodic fixed payments, such as monthly rent. They can be memorized and then auto generated in Core as per the set schedule.
Can I record a negative bill in Core?
A bill represents money that you owe your vendor while a negative bill represents money that your vendor owes you. Vendor credits can be used instead of a negative bill.

Checks

Can I pay my expenses via checks in Core?
Yes, you can pay the reimbursable expenses to your employees via checks. You can also pay your vendors and clients via checks.
Can I print my checks in Core?
You can print your checks in Core. Make sure to set the correct paper size in your printer settings.
Can I re-print a check with the same check number?
Yes, you can but only if you first void and delete the existing check.

Accounts

Where can I view the transactions for a particular account?
You can view all transactions and their details in the respective account registers found under the Accounting menu or from the Chart of Accounts screen.

Expenses

Who can enter expenses in Core?
Core allows both employees and vendors to enter expenses. However, it is uncommon for vendors to record expenses directly in your company database. Instead, they send bills and you can enter them as vendor bills.
When do I mark an expense as billable?
When you incur an expense and plan to charge it to the client as per the project contract, it is marked as billable. This expense is logged and then billed to the client.
Can I track my expenses in multiple currencies?
Yes, Core allows you to log and track expenses in multiple currencies. Therefore, while you have a default home currency, you can enter expenses in a foreign currency. Our Currency Manager handles the exchange rates and multipliers involved.

Time

Can I log time for other users?
You can log time for other users if you have the security permissions to do so. For instance, managers or supervisors can be granted permissions to log time for their team.
Can I add bulk time entries?
Yes, in Core you can add bulk time entries for projects and employees.
How do I set the first day of the week for my time sheets?
You can do so from your company menu > Settings > Global Settings screen. Select the First Day of the Week option on its User Interface page.

Invoices

Can I customize my invoices?
Yes, after selecting the desired template, you can customize your invoices to some extent in Core. For example, you can change the font size or add a logo.
Can I offer discounts on invoices?
Yes, you can. Discounts can be applied in the Invoices screen when creating an invoice.
Can Core generate recurring invoices?
Yes, you can memorize invoices in Core and set up recurring invoices with the desired frequency. You can do so from the Recurring Invoices screen.
Where can I view all the written-off invoices?
All your written-off invoices are saved in Core as paid invoices. You can view them from the Reports screen by applying the ‘Payment Method’ filter.

Payments

If I want to charge my client’s credit card, can I do so in Core?
No, you cannot charge your client’s credit card in Core. However, you can record credit card payments via the Payments screen.
What is the difference between recurring invoices and automatic invoices?
If you are charging your clients the same amount for the same type of work on a regular basis, you can simplify the billing process by setting up recurring invoices. This will generate invoices at a specific interval for a fixed amount. On the other hand, automatic invoices automate the billing process by allowing you to schedule your billing at specific intervals for the calculated amount, which depends on the logged time and expenses.

Reports

I have some custom reports that I paid for. Will these migrate to Core with my data or do I have to customize my reports again?
At this time, Core does not support importing custom reports from other platforms.

Data Integration

Can I export data from Core?
Yes, you can export data, including your reports and invoices, to Microsoft Excel or a .CSV file. Besides exporting, you can also synchronize your data with other accounting programs, such as QuickBooks and MYOB AccountRight.
Does Core integrate with QuickBooks desktop?
No. At this time, Core only integrates with QuickBooks Online.
Does Core integrate with QuickBooks Online?
Yes. Core is an Intuit-approved program and is listed on the Intuit App Center. When you choose to try Core from the App Center, you are immediately provided with the essentials to start integrating data in no time.
Can a company in Core be linked to multiple QuickBooks Online companies at the same time?
No. Only one Core company can be linked to one QuickBooks Online company at a time.

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