Core has helped us manage our business efficiently

What are the best aspects of this product?

We have only been using the software since September 1st. Previously we were using Excel for project management, timesheets, and AR invoicing. In addition, we were using Word and Excel to generate manual invoices (then converting to PDF). Not only has the billing process been improved, but we have been able to implement Internal Financial Controls. We purchased the HR and Accounting modules a couple of months ago and are in the process of implementing our own HR templates. We are looking forward to automating the HR process.

What aspects are problematic or could work better?

• The AR invoices to automatically sort to open status only (not all invoices).
• The ability to hide or delete built-in accounts in the Chart of Accounts.
• Custom HR forms that can be sent to employees and electronically signed.
• In billing, projects that are in complete or cancelled status, it will not show up in the drop-down menu when creating batch invoice.

What features/services would you like to see in future versions of this product?

Addition to dashboard widgets; An Accounts Payable Widget that shows open invoices that are due within a customized time frame.

What specific problems in your company were solved by this product?

Previously we were using Excel for project management, timesheets, and AR invoicing. In addition, we were using Word and Excel to generate manual invoices (then converting to PDF). Not only has the billing process been improved, but we have been able to implement Internal Financial Controls.

Are you a current user of this product?

Yes