BQE CORE Suite Erfahrungen

Über BQE CORE Suite

Integrierte Projektbuchhaltungs-, Zeit- und Ausgaben- sowie Abrechnungssoftware für Architekturbüros.

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Vorteile:

Overall the experience is good, however the accounting module should be improved in order to be more user friendly.

Nachteile:

Early on we had a difficult time understanding the vendor bill workflow.

Bewertungen zu BQE CORE Suite

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,3
Kundenservice
4,6
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,5

Weiterempfehlungsquote

8,7/10

BQE CORE Suite hat eine Gesamtbewertung von 4,5 von 5 Sternen basierend auf 653 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (653)

Brian
Brian
Architect in USA
Verifizierter Nutzer auf LinkedIn
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great way to track time, projects, expenses, and time off.

5,0 vor 2 Monaten Neu

Vorteile:

This is a all in one suite, which is fantastic for tracking everything time and monetarily to a project. It also is great for keeping track of employees billable hours for internal office review.

Nachteile:

Currently the contacts list is only available to administrators, so we can not use it to have a database of client contact information. Additionally, the way it requests to list someone as client or supplier is a bit odd when we sometimes have them as both.

Deborah
HR Administrator in Kanada
Maritime Wirtschaft, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

As seen from the perspective of Administration.

5,0 vor 2 Monaten Neu

Kommentare: The entire team is more accountable for a wider list of aspects of the job. Time, expense are now relatable to the team, not just to management due to the analytics being on everybody's screens, not just management. Awareness is the first step toward making the effort to make changes.

Vorteile:

The time tracking is the first and most impactful of the features. As the team grew more comfortable, they found it easier to get more specific with the breakdown...not being so vague. After six months most of the team seems very comfortable with the use of the product.

Nachteile:

I am HR Admin, and we do not yet have the HR module, so it is likely having the smallest affect on me. The time and expense features that I use the most is not always accurate due to some of the automatic features, but we have/had not stipulated our needs. It is customizable to make this work more in our favor, but we had to know of the effects first. I like least that we had to wait and experience the detriments to see what it would do first, so that we could then make those changes

Jagruti
Office Manager in Kanada
Tiefbau, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

BQE Review

3,0 vor 2 Monaten Neu

Kommentare: our experience has not been a good one . many frustrating efforts from our team and bqe team to get this underway

Vorteile:

easy to navigate. there are some great features in this software

Nachteile:

this software is more of a US product . i believe if this is to be sold to the Canadian market they need to make sure there are canadian taxes, for the most part. there are quite a few features that just dont compare to Deltek Vision....

Katrina
Owner in USA
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

A helpful tool, once you get used to it.

4,0 vor 2 Monaten Neu

Kommentare: When we compared different software options (Quickbooks, Monograph, Deltek Ajera, Smartsheet) BQE offered the most options we needed (project management, invoicing and time tracking) at the best price.

Vorteile:

I like having so much data at my fingertips to get a sense of finances for the company, tracking accounting (invoices, vendor bills, etc.). Customer service is AMAZING, you can call right from the app on your computer and they are available pretty much anytime, even when I'm working late. The workflow to be able to send things internally. The dashboard view is really helpful to see what's important to you. If you are already set up as a company, onboarding can be really quick as they have a team that can enter your data.

Nachteile:

Data entries are sluggish, you have to wait for the line to be created before you can add information to additional cells. Invoices are not as tidy as I would like (activity & description, really duplicate the information). Individual training needs improvement, the consequences of choosing option A or B to enter information has consequences down the line that were not clearly explained and only discovered after months of entering in a way that was not what we really needed.

Felice
Office Manager in USA
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

BQE Core Review Dec 2022

4,0 vor 2 Monaten Neu

Kommentare: This software does take some time and effort to learn, but as with everything you get out of it what you put into it. You need to take the time to both learn and enter data so that you get accurate results.

Vorteile:

The customer service is outstanding and available 24-7. The software itself is easy to use as long as you put the time in to learn what it can do. Reports are great and very customizable and if you cannot find what you need there is an option to reach out for a custom report for a fee. Time entry is extremely easy to do whether you are in the office or on the go.

Nachteile:

Invoices when in draft mode cannot only have some changes made to them, whereas other PM software I have used lets you update more whilst in this mode. Also we started using the accounting feature and the bank feed updates are still not working

Verifizierter Rezensent
Director, Business Development in USA
Verifizierter Nutzer auf LinkedIn
Versorgungsunternehmen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

BQE Core key to Business Operations

4,0 vor 2 Monaten Neu

Kommentare: CORE allows us to operate efficiently as a business. Overall, the CORE product I would recommend to any business who relies on billable hours as their core business. The ability to invoice directly from the platform and customize project fields are nice features.

Vorteile:

BQE Core is critical to the overall operation of our business. CORE allows us to charge time and expenses to different projects, in which we utilize CORE's invoicing suite to invoice customers in a timely manner. CORE's suite helps us manage cashflow and WIP better than we ever have before.

Nachteile:

CORE has moments where the platform loads very slowly. Invoices can be customized, but that comes at a cost. We would like for CORE to have the ability to allow it's customers to customize their own invoice templates. When a project has many phases, invoicing by master project is not possible.

Alan
Sales Manager in Bolivien
Rundfunkmedien, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

My Personal Opinions on BQE CORE Suite

5,0 vor 2 Wochen Neu

Kommentare: All in all, BQE CORE Suite is an excellent choice for businesses looking for an all-in-one solution to help manage their operations. The suite is highly intuitive and easy to use, and offers a wide range of features. The only downside is that the cost can add up quickly, and customer service and technical support aren't the best.

Vorteile:

BQE CORE Suite is an incredibly comprehensive and user-friendly suite of software solutions designed to help businesses manage their operations more efficiently. The software is incredibly intuitive and easy to use, making it a great choice for businesses of any size. The suite offers a variety of features, such as easy quoting and invoicing, time tracking, project management, and more. Plus, it integrates seamlessly with popular accounting software such as Quickbooks and Xero.

Nachteile:

One of the downsides of BQE CORE Suite is that the cost can add up quickly. The price for the full suite is quite expensive, and additional features require additional payments. Additionally, the software does not have the best customer service and technical support.

Paul
Vision + Design Director in USA
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

If you can spend the time to implement it, it’s beyond worth it.

5,0 vor 2 Monaten Neu

Kommentare: We have really enjoyed the experience, it has since become a bit more expensive and potentially out of our price range.

Vorteile:

I love all the reports that we can create, track progress of our projects financially, and use it to teach our team about management.

Nachteile:

The price to add users is a bit high. The ability to work through custom KPIs is tough.

Irma
Office Manager in USA
Architektur & Planung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

BQE - We rely it!

5,0 vor 2 Monaten Neu

Kommentare: No issues to write about, just as mentioned it is a bit to maneuver, but overall experience is positive.

Vorteile:

Honestly, the support from the support team if there is a problem, has been key to rating the software.

Nachteile:

Sometimes the software is a bit tricky to maneuver, but as mentioned the support team is great.

Evan
Evan
Principal in USA
Verifizierter Nutzer auf LinkedIn
Professionelles Training & Coaching, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Perfect for small professional services company that has lots of projects

5,0 vor 2 Monaten Neu

Kommentare: amazing customer support and a great product. Glad to not be shopping for a new product for sure!

Vorteile:

Custom project setup and full integration with Quickbooks online

Nachteile:

There are a few features we would like regarding locking down timesheets and making the invoice approval without needing excessive licensing...but we manage

Kimberly
Business Manager in USA
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

We are particularly impressed with CORE’s user-friendly, “all in one” design

5,0 vor 3 Jahren

Kommentare: Our small but rapidly-growing architectural firm was looking for a project management and billing solution. We were particularly impressed with CORE’s user-friendly, “all in one” design.

Vorteile:

It provides us with a single source to record employee time, manage project tasks, budget, invoice and track project performance. We took advantage of the various training packages and technical assistance BQE offers to help us get up-to-speed with CORE in a matter of months. BQE also worked with us to develop a custom invoice that provides our clients with current and past billing information in a clean and easy-to-read format. With the mobile app, our partners access CORE data anytime, anywhere, and can record travel expenses directly from their smartphones. BQE has demonstrated to us that they listen and responds to suggestions on how to make CORE an even better program for its users by providing regular updates and enhancements that incorporate our suggestions. We are very pleased with CORE and BQE.”

Nachteile:

Everything is working for us and if it does not then that is what support is for. Like any other new software implementation there is a learning curve. We took advantage of the various training packages.

Amy
Business Manager in USA
Bau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

BQE provides strong support for customizations

5,0 vor 2 Jahren

Kommentare: Overall experience has been nothing short of great. The strong support BQE offers for customization has resulted in effective time billing management but also leaves us with satisfied clients seeing their contracts clearly on a custom invoice based on their requirements.

Vorteile:

Our company transitioned many years ago to BQE from a different software which was not as detail oriented as we needed for project budgets as well as client satisfaction on invoicing. Offering services to many different types of agencies - from federal to local government agencies to the private sector, each client requires a different level of detail on invoicing. In the past, we have found it very difficult to track time and transition those hours into a contract based invoice.

Nachteile:

Would like to see more streamlined and simplified process of client credits. Right now the only way is to have it has a retainer.

Jill
Business Admin in USA
Maschinenbau oder Wirtschaftsingenieurwesen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Robust Software Program

4,0 vor 3 Jahren

Kommentare: Tech support is the best I've ever experienced. Very knowledgeable and helpful. Just wish I didn't have to call them so much.

Vorteile:

There were a lot of interfaces to this software. It did everything we needed, but not everybody was on board with the difficult of use.

Nachteile:

It was probably way more than a company of our size needed. We are switching to Squava after just a year and a half. We felt like a beta tester of this software. Our project managers thought it was hard to use, and didn't feel our data was always accurately depicted.

Kerrie
Business Manager in USA
Architektur & Planung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Invoices have been easier to process compared to previous software

5,0 vor 3 Jahren

Kommentare: Overall experience is great. As mentioned we experiencing error free time tracking, billing and the presentation of invoices is far better.

Vorteile:

We use the time, billing and accounting functions frequently and it has made my job a lot easier and smoother compared to tracking down expenses and time for the team members. Processing reports are simple as well. Less error of tracking time/expenses as compared to our previous software. Invoices are more accurate. Invoices look professional and clean.

Nachteile:

Cannot think of anything at this time. We are really enjoying the software

Carmen
Business Manager in USA
Architektur & Planung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

So far we have had positive experiences in Core

5,0 vor 3 Jahren

Kommentare: Core has greatly solved our resource allocation, project management and Time & Expense tracking.

Vorteile:

We are getting more and more use out of Core. So far we are just diving in, but it has helped our time tracking and expenses and keep our documents in one place. Allocation and forecasting, project management and time and expense setup are all helpful. We are using our custom report for allocations and it is working well for us.

Nachteile:

Any changes, we pass through ideas and so hopefully they are updated as new features - we would like to know the status of our requests just so we can discuss in our meetings.

Jessica
Business Manager in Schweden
Anwaltskanzlei, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Entering time is now much easier

5,0 vor 3 Jahren

Vorteile:

Moving to Core has definitely helped us eliminate the manual data entry process. Prior to using Core the time entry process was not that easy and we had to enter time manually for all the employees in our old software. Another area that so far, we like in Core is the powerful invoicing. Easy time entry and invoicing feature are the best so far that we enjoy in Core. We also appreciate the excellent customer service support team. They always go above and beyond to help out.

Nachteile:

Needs to be more user friendly. At time we did experience glitches which were rectified in a timely manner.

John
President in Norwegen
Tiefbau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I am happy to say that I took a leap of faith in upgrading my office to BQE

5,0 vor 3 Jahren

Kommentare: Prior to using BQE software I used Wind-2 and SEMA4 which are costly programs. I was not a newbie to using project management software when implementing BQE. My greatest frustration in using those legacy programs was that they did not have any flexibility in them that allowed me to update or “correct” erroneous entries into the system database without having the data reprogrammed in some way by the vendor. Support for BQE can assist making changes on the fly if need be and hopefully will continue to support the services industry in the future. I have witnessed the mission of BQE to continue to improve the software and support for its users. I am happy to say that I took a leap of faith in upgrading my office to BQE and have not been disappointed.

Vorteile:

SIMPLICITY – it is an easy transition from paper time sheets in a format that employees can easily understand. Employee time entries can add memos that are invaluable to explain charges to clients or counsel employees on their activities. FLEXIBILITY – Some projects require slightly different reporting/invoicing formats to fit the client’s needs. BQE support assists with accomplishing just that at a reasonable cost. SUPPORT – Over these years, issues in understanding inputs or reporting have been addressed in real-time, on-line, to help maintain operation schedules for billing and reporting. REPORTS – Both summary and detailed reports are available that can include memos to help clarify time and expenses. One can look at a project from different facets based on a manager’s needs.

Nachteile:

Some of the labor reporting modules need to be reviewed that use an integer formatted numbers that round off and be updated to use an accounting formatted number with 2 decimal places. My accounting department uses two report for payroll that use incorrect time (rounding up) instead of an exact job time/cost figure. I have to review and have them update to the corrected time values each time.

Barbara
Principal in
Maschinenbau oder Wirtschaftsingenieurwesen, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

We Are All Surprised I Am Writing This Review!

5,0 vor 6 Jahren

Kommentare: I purchased my first licenses of Billquick reluctantly, as an overpriced timesheet management system for my very small business and quickly began fighting to make it meet my partners needs for invoicing our clients. It was not pretty and there were times when we had serious discussions about whether this was the right fit for me. but the BQ team didn't give up and I am glad I did not. One advantage of a rough start was the opportunity to get to know and really appreciate the exceptional quality, skill, and patience of the support team assembled for BQ clients. Over the years, we have struggled and grown and improved our skills and processes together, and that is one of the exceptional things about this software and this company. They really do listen to their users and try to incorporate our priorities and needs into the upgrade process. The program is feature rich, and most companies won't need to use every feature that is available, but there are convenient and graceful ways to make each person's interface efficient, streamlined and comfortable. When the same program is usable for an intern on his first day and our power user when she is invoicing you know it is easy to use. I used to wish Quickbooks would get a better time management and invoicing capability so I could stop buying Billquick, but now I am trying to get rid of Quickbooks! The network versions work well, I can access the program over a VPN, and I have gone months without calls to the Support Team lately. Having grown from 5 to 30 employees since becoming a customer, I have to say, Billquick has been part of our path to success.

Vorteile:

Great ability to customize individual user views, strong client and project tracking functions. Efficient invoicing capabilities with interface with Quickbooks. Consistent updates and improvements to the program. Very strong customer support and help desk.

Nachteile:

I do wish there was a different pricing model that allowed different segmentation of the features, I would like to see stronger payroll/benefits/hr functionality and accounting completed so we can ditch Quickbooks, and my project managers would like additional flexibility in building gantt charts.

Jeff
USA
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung
Quelle: SoftwareAdvice
4,5 vor 10 Jahren

Kommentare: As architects, we get set in our own way of doing things and never want to change. In ArchiOffice 2013 we found a product that pretty much adapts to how we do things. Sure we changed our methods a little, but for the most part it does what we want it to. We began looking for an office management software in 2007. We realized that the old method of using a spreadsheet was making us miss lots of opportunity for reimbursements that we could have been charging clients until too late. Just recapturing these lost revenues has paid for ArchiOffice. After 6 years, the program is so comprehensive, there are modules for everything you need in an architects office. The main points are easy; project lists, contact lists, time records, billings, and a shared calendar. But dig deeper and you get time tracking per job, project phases or tasks; time records, that at entry, keep everyone informed as to project progress; intelligent records, filling in more than you really want to know about project time expenditure; RFI logging, shop drawing logging; billings, showing cash flow and work in progress; phone call records and a shared calendar; not to mention dozens of reports, and more. For example - when a project Architect is out, and an electrical shop drawing comes in, the office manager can look up the engineer in project info/contacts, and forward the submittal on the same day. Then, they can place a task on the architects to-do list, 7 days out, noting that it should be returned; and then also they can set another task for 10 days out, reminding them again that it should have been returned. We use it for document management; scanning and storing the shop drawing when it is returned. Remote access from anywhere with an Internet connection makes it easy to reach information in the field. The superintendant, without his copy of a spec or shop drawing, can remotely access it thru Archioffice. 6 years of use, and we love it. All that glowing review, and yes, it does have a few flaws. The biggest is that Syncing with Outlook is nearly a waste of time. It can be done, but it requires that you run old Java, then run parallel Outlook files. We just don't even bother. When we do have a problem, the tech support is awesome. In 2010, after a major upgrade, I think I wore out tech support for 3 months. But currently, I think I have emailed two questions in the last 3 months. Always fast and complete responses. AO2013 is mature enough of a product that problems are few and far between. I will admit, as Architect/IT guy/Managing Partner, I use every aspect of this program - not just a few areas like most of my employees. I still look at competing programs, and haven't found one that adapts to my ways as well, or is as comprehensive.

Scott
CEO in USA
Computer-Software, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

The logic/use process seems to flow very well

5,0 vor 4 Jahren

Kommentare: The logic/use process seems to flow very well. The QuickBooks integration is very stable and makes sense once you understand it. The user interface looks nice, is operationally smooth and is very responsive both in design and speed.

Vorteile:

Overall, very good. There was a learning curve, as with all software, but it makes sense once you figure it out. There are lots of connectors/features so knowing what you need is a big part of this. Support has been very good. They methodically think through processes and help with issues, configuration settings, or bugs (which I recently filed and it will already be fixed by the weekend). The software appears to do what I need it do (Project/Time/Expense Management) and may also be our replacement for QuickBooks once we get the processes figured out. The cost seems to be fair and it’s Tiered Usage based on user needs was great and something competitors didn’t offer very well. We look forward to continue to use the product

Nachteile:

Its big and complicated. I would spend time investing in documentation on what things really do for the back-end. For example: The QuickBooks integration is great, but finding out what actually happens is confusing. I had to set up small tests to figure out that “activities” really mean “services” in QuickBooks and you can have select what records have to sync… documentation (very technical) is very good for people like me!

Antwort von BQE Software

vor 4 Jahren

Hi Scott thank you so much for your review of Core, we strive to be cost-effective and provide a sleek user experience.

Louis
Quality Control Manager in USA
Tiefbau, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Our experience with BQE Core has been incredibly great!

5,0 vor 2 Jahren

Kommentare: Overall our experience with the product and people supporting it has been incredibly great. All along our journey of selection process and then on-boarding and finally day to day support we need has been a wonderful experience. The easy setup of projects using templates and option to assign bill rates by projects using fee schedules has finally reduced the steps and workload.

Vorteile:

We were struggling with using many software applications to run our business. With Core we everything is in one software from tracking time, expense reporting, billing and project tracking. Our project managers have real-time project progress on a wide variety of reports and the best part is they can customize dashboards to fit their needs. Rest of the management team has easy access to the information using the scheduled reports without even logging into Core. We really love the automation.

Nachteile:

Early on we had a difficult time understanding the vendor bill workflow.

Lori
Director of Finances & Administration in USA
Tiefbau, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Slowly getting there

5,0 vor 3 Jahren

Vorteile:

What we like the most about Core is the way everything is integrated in one application instead of using standalone apps that do not talk to each other. The ease of pulling up the needed date is definitely helpful. I have liked how some of my suggestions to Core ideas have been implemented. If more of these could be fixed and added to the software, the use of the software would be more efficient and effective.

Nachteile:

Although, BQE is working on a payroll module and i have to use a a separate payroll software to process payroll. On projects when you assign a group it doesn't let you assign to all phases and this feature addition would be great.

Vickie
Office Administrator in USA
Umweltdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

Core has been a gamechanger

5,0 vor 2 Jahren

Kommentare: We use the Time, Billing and Project Management modules; with this, I've been able to reduce time spent on billing (and have much better analysis tools) even as our company has grown.

Vorteile:

Logical organization of procedures, ability to customize reports, outstanding live help service. Having staff manage time entries (rather than having to manually input from timesheets) has been a gamechanger. The reports are also hugely useful and help project managers keep track of budgets in real time. We're still learning and finding new ones that are useful to us.

Nachteile:

Sometimes loading of project lists is a little slow/temperamental, but nothing major.

Heather
Office Manager in USA
Architektur & Planung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

The automation with the cloud feed is great for accounting

5,0 vor 2 Jahren

Kommentare: I just love it. Your support, training, sales people are all really helpful.

Vorteile:

All of it - we came from a paper, Excel, Filemaker Pro, Timeslips, Quickbooks mess. The automation with the cloud feed is great for accounting. The ePayment option is something I just set up for our company and am looking forward to having clients take advantage of, the project management module helps us track our time and expenses in the project in ways that we could not before. For the first time in our 45 year company history we have a company budget for this year. While I am still learning and looking at how our company can best utilize CORE in all areas, we are definitely benefitting from using it. It has made tracking unpaid invoices much easier, thus making it easier to follow up with clients who we need to receive payment from. We now have a payables system to use, instead of a paper file. I could go on..

Nachteile:

For a small business, where many approval steps aren't really as necessary, some of these steps become a bit cumbersome. That being said, it does force me to look at the data people are entering and perhaps correct it before things get out of hand too far down the line.

Cecilia
Financial and Operations Administrator in Kanada
Architektur & Planung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

We like invoicing in Core

4,0 vor 2 Jahren

Kommentare: Time is good and so is billing

Vorteile:

I like using the invoicing and payments process, quick and easy to follow through with CEO and clients. Reports are also great, just trying to figure out the best reports to use takes time and experience. We also use the Retainer aspect which is helpful for our clients, much better than trying to keep track of in manually in excel or quickbooks. My monthly financial meetings with the CEO and Principal have become extremely efficient when using the AR Aging report with retainage by easily showing what is outstanding including the retainage portion is important for them to understand. The Account Transactions report have been helpful when reconciling with clients or even project managers the balances owing by phase.

Nachteile:

Most times I have to hit enter twice for CORE to respond...not sure if I am keying too fast? Being Canadian I would like to see the verbiage of "Retainage" changed to Holdback. Having Retainer and Retainage on the same report can cause confusion here up North! LOL! We don't use the work retainage; we just call it holdback.