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Text Content

 * Code Samples
   AngularASP.NET C#ASP.NET MVCiOSJAVANode.JSPHPPython
 * Developer Portal
 * Try-out
 * Support
   Email Community
   
   Videos FAQs Troubleshooting Best Practices
   
   Update Log


 * 

   
 * Overview
   * About CORE APIs
   * Getting Started with CORE APIs
   * API Reference
   * Rate Limits
   * Errors
   
 * Getting Started
   * Create Developer Account
   * Add Application
   * Get ClientID and Secret
   * Get Access Token
   * Get Base URL
   * Make your First Request
   
 * Authentication & Authorization
   * OpenID Connect
   * Discovery Document
   * Server-Side Web Applications
   * Single Page Applications
   * Native Applications
   
 * Postman
   * How to Use Postman
   * Configuring Postman environment
   * Postman Authorization
   * Using pre-built requests from collection
   
 * Webhooks
   * Adding Webhook Event Subscriptions
   * Events in CORE
   * Webhooks JSON Format
   * Retry Logic and Status Codes
   * Validating Webhook Events
   * Best Practices
   
 * Tokens
   * ID Token
   * Access Token
   * Refresh Token
   * User Info Endpoint
   
 * Key Concepts
   * API Headers
   * Rate Limiting
   * Custom Fields
   * Date Time Format
   * Subscriptions & Security
   
 * Error Status Codes
   * Error Codes
   * Error Descriptions
   
 * API Methods
   * HTTP GET
   * HTTP PUT
   * HTTP PATCH
   * HTTP POST
   * HTTP DELETE
   
 * Parameters
   * Fields
   * Count
   * Where
   * OrderBy
   * Page
   * Expand
   * Operators
   
   
 * General API Reference
     
   * Account
   * Activity
   * Allocation
   * Bill
   * Billing Schedule
   * Budget
   * Check
   * Class
   * Client
   * Communication Type
   * Company
   * Contact
   * Cost Pool
   * Credit Card
   * Credit Memo
   * Currency
   * Custom Field
   * Deposit
   * Document
   * Employee
   * Estimate
   * Expense
   * Expense Entry
   * Fee Schedule
   * Fund Transfer
   * General Journal
   * Global Setting
   * Group
   * Invoice
   * Note
   * Note Category
   * Note Status
   * Payment
   * Project
   * Project Assignment
   * Purchase Order
   * Term
   * Time Entry
   * Timer
   * Todo
   * Vendor
   * Vendor Credit
     
   
 * CRM API Reference
     
   * Campaign
   * Campaign Status
   * Campaign Type
   * Commission Profile
   * Competition
   * Email Template
   * Follow Up
   * Follow Up Type
   * Industry
   * Lead
   * Lead Source
   * Opportunity
   * Opportunity Stage
   * Opportunity Type
   * Priority
   * Promotion
   * Proposal
   * Proposal Template
   * Prospect
   * Quote
   * Quote Template
   * Region
   * Sales Goal
   * Score
     
   
 * HR API Reference
     
   * Benefit
   * Employee Benefit
   * Employee Benefit Usage
   * Employee Salary History
   * Incident
   * Incident Type
   * Journal
   * Journal Status
   * Journal Type
   * Question
   * Question Type
   * Review
   * Review Template
     

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Doc Version: 1.0.19.6

©2019-2024 BQE Software, Inc. All rights reserved.

 * 
 * 

CORE ESSENTIALS

×

MODULES INCLUDED

This is essentially a bundled version of Time & Expense, Manager, and Billing
packages. This is meant for power users who need access to the functionality
associated with all these three modules. The features included in this package
are:

--------------------------------------------------------------------------------

 * MYOB AccountRight Integration
 * Activity Items
 * Allocation & Forecasting
 * Batch Invoices
 * Billing Schedules
 * Budgets
 * Chart of Accounts
 * Clients
 * Company Profile
 * Contacts Management

 * Cost Pools
 * Credit Memos
 * Currency Manager
 * Custom Fields Management
 * Custom Labels
 * Drawings
 * Employee Control
 * Employees
 * Estimates
 * Expense Entries

 * Expense Items
 * Fee Schedules
 * Global Settings
 * Invoice Templates
 * LEDES Export
 * Manage Groups
 * Manual Invoices
 * Overtime Calculator
 * Payments
 * Personal Time Off

 * Project Assignments
 * Project Management
 * Project Templates
 * Purchase Orders
 * QuickBooks Online Integration
 * Recurring Invoices
 * Retainer Managements
 * RFIs
 * Security Settings
 * Statements

 * Submittals
 * Time and Expense Reviewer
 * Time Entries
 * Timers
 * Transaction Classes
 * Vendor Bills
 * Vendors
 * Xero Integration

Close

MANAGER

×

MODULES INCLUDED

If you are subscribed to this package in Core, you will be able to create and
maintain employees, consultants, clients and projects; allocate tasks, approve
work flows, and get a bird's eye view of their projects' health. The APIs
included in this package are:

--------------------------------------------------------------------------------

 * MYOB AccountRight Integration
 * Activity Items
 * Allocation & Forecasting
 * Batch Invoices
 * Billing Schedules
 * Budgets
 * Chart of Accounts
 * Clients
 * Company Profile
 * Cost Pools

 * Credit Memos
 * Currency Manager
 * Custom Fields Management
 * Custom Labels
 * Drawings
 * Employees
 * Estimates
 * Expense Entries
 * Expense Items

 * Fee Schedules
 * Global Settings
 * Invoice Templates
 * LEDES Export
 * Manage Groups
 * Manual Invoices
 * Overtime Calculator
 * Project Assignments
 * Project Management
 * Project Templates

 * Purchase Orders
 * QuickBooks Online Integration
 * RFIs
 * Security Settings
 * Submittals
 * Time and Expense Reviewer
 * Transaction Classes

 * Vendors
 * Xero Integration

Close

BILLING

×

MODULES INCLUDED

This subscription package includes features for managing your invoices and is
aimed at billing managers or staff who handles invoicing, billing schedules,
payments, and other aspects of your all-important cash flow and accounts
receivables. The features included in this package are:

--------------------------------------------------------------------------------

 * Batch Invoices
 * Billing Schedules
 * Budgets
 * Credit Memos
 * Estimates
 * Estimates
 * Fee Schedules
 * Global Settings
 * Invoice Templates
 * LEDES Export

 * Manual Invoices
 * Purchase Orders
 * Recurring Invoices
 * Retainer Managements
 * Statements
 * Transaction Classes
 * Vendor Bills
 * Transaction Classes
 * Vendor Bills

Close

ACCOUNTING

×

MODULES INCLUDED

This subscription package includes features for managing your accounts payable
and is aimed at those who need deep insights into the company’s overall
finances, including company owners, principals, bookkeepers, CFO, controller and
CPAs. The features included in this package are:

--------------------------------------------------------------------------------

 * Chart of Accounts
 * Cost Pools
 * Credit Memos
 * Employees
 * Global Settings
 * Purchase Orders
 * QuickBooks Online Integration
 * Recurring Invoices
 * RFIs
 * Statements

 * Transaction Classes
 * Vendor Bills
 * Vendor Credits
 * Vendors
 * Xero Integration

Close

TIME AND EXPENSE

×

MODULES INCLUDED

If you are subscribed to this package in Core, you will be able to use time and
expense APIs. It is meant for all team members and general staff to record their
time and expenses, make PTO requests, track reimbursable expenses and use timers
to track their tasks accurately on their computer, laptop, tablet or smart
phone. The APIs included in this package are:

--------------------------------------------------------------------------------

 * Cloud Feeds
 * Expense Entries
 * Time Entries
 * Timers

Close

HR ADMINISTRATOR

×

MODULES INCLUDED

This subscription package includes features for managing your human resources
and is aimed at HR managers. It provides full admin access to all HR screens,
reports and widgets. The features included in this package are:

--------------------------------------------------------------------------------

 * Benefits
 * Employee Benefits
 * Employee Benefit Usage
 * Employee Salary History
 * Employee Incidents
 * Employee Reviews
 * Employees
 * Employee Termination
 * HR Forms
 * Incident Types

 * Journals
 * Journal Status
 * Journal Types
 * Questions
 * Question Types
 * Review Templates

Close

HR STANDARD

×

MODULES INCLUDED

This subscription package is suitable for regular users who need to view their
own HR information in Core. They get limited, read-only access to their own HR
details. The features included in this package are (self access only):

--------------------------------------------------------------------------------

 * Benefits
 * Employee Benefits
 * Employee Benefit Usage
 * Employee Salary History
 * Employee Incidents
 * Employee Reviews
 * Employees

Close

GENERAL

×

MODULES INCLUDED

This subscription package includes general features in Core that are included
for free in all other packages. The features included in this package are:

--------------------------------------------------------------------------------

 * AutoComplete
 * Benefits
 * Calendar
 * Communication Types
 * Custom Fields List
 * Dashboard
 * Documents
 * Messages
 * Notes
 * Notifications

 * Note Categories
 * Reminders
 * Reports
 * To-Dos
 * User Preferences
 * Terms

Close

CRM

×

MODULES INCLUDED

This subscription package includes the Client Relationship Management (CRM)
features of Core. The features included in this package are:

--------------------------------------------------------------------------------

 * Assigned Mappings
 * CRM Status
 * Campaign Status
 * Campaign Types
 * Campaigns
 * Commission Types
 * Competition
 * Contacts Management
 * Email History
 * Email Templates

 * Follow-Ups
 * Lead Sources
 * Leads
 * Note Types
 * Opportunities
 * Opportunity Stages
 * Opportunity Types
 * Priorities
 * Promotions
 * Proposal Templates

 * Proposals
 * Prospects
 * Questions
 * Quote Templates
 * Quotes
 * Regions
 * Resellers
 * Sales Goals
 * Scores
 * Sources
 * Tags
 * To-Do Types
 * Resource Library

Close