Core for Back Office Admins

What is Custom Data? The custom data page is used for adding information on the employee, customer, order, assignment, or contact records, which does not currently have an existing field in Core; this includes anything from equipment rental documen...

What are Worker Comp Codes? Worker compensation codes are codes that insurance companies utilize to identify specific categories of work. These codes are important to setup on Customer and Order records to ensure the right worker comp codes are bei...

What is an Accrual? In Core, you can track and manage customized accrual packages. This allows you to track accruals as well as deduct any vacation or PTO which has been paid out. Each employee will have an ongoing accrual amount which can be modif...

What is a Branch? Branch level is the lowest level or smallest division of data. Branches can be set up by company division or office locations for example.  A branch might contain a smaller amount of data specific to your department or location.  ...