Install and Setup

We will guide you through installing, setting up, and customizing COR•REC.

• Quick First Time Setup: In this tutorial, we’ll walk you through the Quick Setup feature of COR•REC
  Total Time: 1:50
• How to Activate: In this tutorial, we’ll guide you through activating a COR•REC plugin.
  Total Time: 1:25
• Setting Preferences: In this tutorial, we'll walk you through the steps to set or change your preferences in COR•REC.
  Total Time: 3:40

Introduction

This is a perfect place to familiarize yourself with the terms, buttons, and interface.

• Using Help Learn how to navigate and get the most out of the COR•REC® Help Documentation System. This tutorial shows you how to use the Contents view, explore plugin-specific guides, and understand the terminology used across the platform.
  Total Time: 4:19

Platform

Learn how to perform administrative tasks and managing security settings.

• Add Your Logo Learn how to add your brand's logo to bring a professional touch to all your COR•REC reports.
  Total Time: 2:39
• User Manager Learn how to restrict and grant access to information based on individual users' needs and management requirements.
  Total Time: 4:20

General Ledger

• Modify the General Ledger: This tutorial will guide you through the process of modifying the General Ledger.
  Total Time: 1:41
• Create and print a Budget Report: This easy tutorial teaches how to create and print a detailed budget report.
  Total Time: 4:03
• Create and print Custom Reports: In this tutorial, we will show you how to create reporting groups to generate and print custom reports.
  Total Time: 2:51

Finance

• Add a Finance Account: This step-by-step tutorial walks you through adding a Finance Account, setting up account details, check preferences, currency settings, and associating your Chart of Accounts.
  Total Time: 4:08

Account Payable

Account Recievable

Report Periods

Inventory

Identifiers

Identifer Audit

Inventory Product

Purchase Order

Purchase Order Batch

Work Order Manager

Work Order Requisition

Tips

Tips to help you get the best experience.

• Understanding Report Periods