The Official BQE Software Blog

BQE CORE UPDATE ALERT: CRM, ACH, CLOUD FEED CSV AND MORE

BQE CORE Update Alert: CRM, ACH, Cloud Feed CSV, & More

Oct 13, 2020 | By Kari Weinberger | 0 Comments

Topics: Core Updates, Featured

BQE's development team continues to improve your experience in CORE. Our latest update makes it easier to do all your tasks even faster and provide the type of convenience your clients will appreciate. Here’s what’s new:

CORE CRM

CORE CRM is designed exclusively for the professional services industry (Architects, Engineers, Accountants, Lawyers, and Consultants). Our Client Relationship Management solution provides a clean and intuitive user-interface with robust features that are easy to use, flexible and integrate seamlessly with the BQE CORE platform.

CORE CRM’s customizable dashboard shows you the exact information you need.

Stripe ACH Transfers

The power of ACH Transfers comes to CORE. Stripe ACH Transfer option will allow you to confidently share ACH payment enabled Invoices with your clients. Stripe ACH is backed with instant bank verification from Plaid.com to ensure a smooth, hassle free money transfer. All of this comes to CORE customers at an incredibly low processing fee from Stripe. Getting paid on time has never been easier in CORE!

Cloud Feed CSV

CORE Cloud Feeds have been enhanced to allow importing accounts and records via CSV files. Users now have the ability to add new Accounts to CORE without having to link their financial institution. Additionally, Bank and Credit Card Transactions can now be imported for any account. Our intuitive step-by-step wizard walks you through the import process so you can be sure you import the appropriate records to CORE.

Workflow Notification Emails

Workflow emails sent to Managers for review have been redesigned to increase their usability and help streamline daily tasks. This enhancement will help automate how you manage your employees’ submitted Time and Expenses, Invoices, Purchase Orders and Vendor Bills. Managers can now initiate the approval or rejection of the submitted items from the email and be redirected to the appropriate CORE screen for confirmation. Managers can also review the details of these entries before deciding to approve or reject them. Managing your Company’s various workflows has never been easier in CORE.

Transfer Retainers

Client and Project Retainers can now be easily transferred between Clients and Projects directly from the Retainers screen. All the related adjustment entries will be automatically made in the background and show up on retainer reports and screens. Managing your Client and Project Retainers is now easier in CORE.

With all of these updates that help streamline your day-to-day tasks, you have more time to focus on things that truly matter.

To learn more about these features and other improvements, be sure to attend our upcoming webinar on Oct. 27, “What’s New in CORE? Get the Latest Updates!” You can also visit Core Help Center for more info.

 

Power of Core
Kari Weinberger
The Author

Kari Weinberger

Kari Weinberger is Integrated Marketing Manager at BQE Software, developing and driving the company’s marketing strategies across all platforms. An outdoor running enthusiast, she’s completed 5 marathons and numerous trail races around the country.

More From This Author

COMMENTS