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

• Create Multiple Payable Expense Schedules: Learn how to quickly create multiple Payable Expense Schedules using the COA Range lookup feature. This step-by-step tutorial walks you through entering chart of account values, generating schedules, and organizing them with custom names—all in just a few clicks.
  Total Time: 3:01

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