COR•REC Learning Guide

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.

  • 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 a General Ledger Audit Report: In this tutorial, we’ll walk through selecting accounts, generating audit reports, and exploring transaction details.
    Total Time: 3:13
  • 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
  • Create Payable Expense and Liability Schedules: Watch our quick video tutorial to learn how to create both Payable Expense and Liability Schedules. Follow along as we demonstrate how to add schedules, select Chart of accounts, and save your work all in just a few simple steps.
    Total Time: 3:30
  • Create Payable Accounts and Payable Vouchers: Watch our quick video tutorial to learn how to create Payable Accounts, expenses, set schedules, duplicate repeat expenses and post transactions––all in just a few simple steps.
    Total Time: 5:03
  • Review Payable Expenses: Watch our quick tutorial to learn how to review your Payable expenses. We will show you how to add accounts, enter search dates, and reviw transactions in a few simple steps.
    Total Time: 3:25

Account Receivable

Report Periods

  • Create both individual Report Periods and complete Report Period Sets: Learn how to create Accounting Report Periods in COR•REC—essential for managing financial transactions across your business. This step-by-step tutorial walks you through creating individual periods and using the Report Period Set dialog to generate monthly, quarterly, or yearly periods quickly and efficiently.
    Total Time: 3:12

Inventory

Identifiers

Identifier Audit

Inventory Product

Purchase Order

Purchase Order Batch

Work Order Manager

Work Order Requisition

Data Migration Series

Learn how to import your data with our step-by-step tutorials. This series walks you through the recommended COR•REC data migration workflow, helping you avoid errors and reduce rework.

COR•REC data imports follow a logical sequence. We recommend watching the overview first, then completing each part in order.

  • The sample files used in the data import tutorials can be downloaded here: Download COR•REC Import Examples (ZIP, 29kb)
  • Data Migration Overview: This overview introduces the COR•REC Data Migration Series and explains how the import tools work together. Learn what data must be prepared in advance and how each import fits into the overall setup process.
    Total Time: 3:16 · Watch Overview
  • Part 1: Customer Import
    Learn how to import customer records into COR•REC Account Receivable. This tutorial covers pairing columns, handling clean and inconsistent files, reviewing records, and saving imported customers.
    Total Time: 3:53 · Watch Customer Import
  • Part 2: Vendor Import
    This video walks through importing vendor records into COR•REC Accounts Payable. Learn how to pair vendor fields, map addresses, review created records, and save vendors for use in payables and transactions.
    Total Time: 2:39 · Watch Vendor Import
  • Part 3: Chart of Accounts Import
    Learn how to import your Chart of Accounts into COR•REC. This tutorial demonstrates account pairing, category assignment using drag-and-drop, correcting mistakes, and saving your chart structure This step is required before importing finance accounts and transactions.
    Total Time: 3:09 · Watch COA Import
  • Part 4: Finance Accounts
    Pair finance accounts with the correct chart categories and confirm your accounting structure is ready for transactional data.
    Total Time: 2:36 · Watch Finance Import
  • Part 5: Invoice Import
    Import open and historical invoices after customers and accounts are in place. Learn how to validate totals and confirm invoices appear correctly.
    Total Time: 4:23 · Watch Invoice Import
  • Part 6: Transaction Import
    Import transaction history once your accounting structure is complete. Learn how to validate postings and confirm reports match expectations.
    Total Time: 5:04 · Watch Transaction Import

Tips

Tips to help you get the best experience.

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