Training
Learn from the experts.

BQE offers a variety of personal, instructor-led courses that are designed for easy learning and successful implementation to have you quickly begin using Core.

Core Foundations

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course covers general default information such as global settings, and setting up employees, vendors and clients. The goal of this training course is to help you understand the foundational setup of Core for successful business management. As a user, you will learn how to set up your global settings effectively for the company, employees, clients and projects. This training course will provide the basics for working in Core.

Details
  • Duration: 2 hours
  • Who Should Attend: Managers
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Core Orientation Training

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This training will give you an overview of the basic functionality of Core. The goal is to briefly touch on the main features in Core and is not intended to be a comprehensive training on any particular topic. As a general user, you will have an overall understanding of what you can do in Core. As time allows, and as an overview, we will cover topics such as entering contacts, projects, time & expense and a brief look at how to run one an invoice.

Details
  • Duration: 2 hours
  • Who Should Attend: Managers, Staff
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Project Set Up

This is an overview level class that is recommended for new users. Foundations training is recommended, prior to this class as well as all default set up completed.

This course introduces you to key Core project set up details and how they're connected and how they impact time and expense entry as well as billing. The goal of this training course is to help you understand how to properly set up your projects for successful project management. As a user, you will learn how to build your projects effectively with key information such as fee schedules, budgets, notes, to-dos, and custom fields. This training course will provide the basics for managing and billing projects in Core.

Details
  • Duration: 2 hours
  • Who Should Attend: : Principals, Office Administrators, Project Managers and Accounting Staff
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Time & Expenses-Staff Level

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course introduces your team members on how to enter time and expenses in preparation for billing. The goal of this course is to show the fundamentals of how to enter time and expenses through the different options we offer in Core. This course is designed for your staff so they understand and develop good time and expense practices for efficient and accurate time entry. We’ll be sharing some tips and tricks to enhance their day to day task of entering time.

Details
  • Duration: 2 hours
  • Who Should Attend: Principals, Billing Managers, Project Managers and Accounting Staff
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Time & Expenses – Manager Level

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course introduces those responsible for managing team member’s time and expense entries and how to review and prepare for billing. The goal of this course is to look at how to set up the submit and approval processes as well as how managers can efficiently review their staffs time and expense entries for a smooth transition to the billing process, as well as managing time off requests and calculating overtime.

Details
  • Duration: 2 hours
  • Who Should Attend: Principals, Billing Managers, Project Managers
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Billing

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

The three stages of billing – Pre-Billing Review, and Managing Invoices, and Post-Billing Review - are covered in the course. It covers client, project and other billing set up options and their impact on the final invoice. The goal of this training is to walk you, through generating a billing record through billing decisions to creating invoices for a variety of billing situations (i.e., hourly, fixed fee, recurring, percent complete, phased billing, joint invoices, etc.). Other information covered includes: post-billing reports, recording payments and A/R management.

Details
  • Duration: 4 hours (2 sessions of 2 hours)
  • Who Should Attend: Billing Managers
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Project Management

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course covers one or multiple tasks and feature/functions in Core. The goal of this training is to give you a deeper insight into the fundamentals of Core and learn how to utilize the powerful project management tools. We will help you collaborate with your team and manage your projects to ensure profitability. We will review the key performance indicators of your projects, assign items, and track projects from the initial estimate stage to the final budgeting and billing stage. You will also learn about task allocation, forecasting, Gantt charts, submittals, RFIs as well as drawings associated with the projects.

Details
  • Duration: 2 hours
  • Who Should Attend: Principals and Project Managers
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Core Accounting

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course is customized to suit your firm's needs and is intended to help you understand the accounting principles and set up key accounting information for you to track your financial information in Core. This course is set up into 3 training segments. The first goal of this training course is to help you understand the basics of accounting in Core. As an accounting user, you will learn to set up the chart of accounts and system defaults as they pertain to the accounting functionality. In addition, you will review the project-level account settings. Second, we will then review accounts payables and registers including purchase orders, vendor bills, recurring bills, bill payments, credit card charges as well as checks, journal entries and deposits. In the third training we will take a deeper look at the advanced accounting features of Core. As an accounting user, you will learn about adding and reconciling your transactions via the account registers. You will also learn about transferring funds between accounts, setting up bank feeds and downloading your financial information into Core, and running important accounting reports. The goal of this training is to immerse you into the full accounting features of Core.

Details
  • Duration: 6 hours (3 sessions of 2 hours)
  • Who Should Attend: Billing Managers and Accounting Staff
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Core Accounting Integration

This is an overview level class that is recommended for new users. No prerequisites or advance preparation required.

This course introduces you to integrating your project related financial information with your 3rd party Accounting Software. We cover the basics of how to set up your accounting integration so that it’s as seamless as possible. The goal of this course is to teach you how to properly integrate your accounting information and become aware of how it all works. You’ll know Sync Settings and how to use the Smart Match utility to map your existing accounting information and how to integrate your invoices and payments as well as other relevant financial data to your accounting software.

Details
  • Duration: 2 hours
  • Who Should Attend: Managers, Staff
  • Field of Study: Billing Managers and Accounting Staff
  • Type: Group Internet Based
Register Now
Open Training

This course will focus on your specific needs and can cover one or multiple tasks and feature/functions in Core. It begins with a pre-session interview with your trainer to discuss the topics to be covered. Special firm situations are discussed, procedures outlined, and recommendations and best practices shared. The goal of this pinpoint and discuss your particular points of interests to give you a deeper insight and learn how to fully optimize Core and the many benefits it can provide for your project management needs.

Details
  • Duration: 2 hours
  • Who Should Attend: Managers, Timekeepers, Billing and Accounting Staff, Principals, and Partners
  • Field of Study: Business Management & Organization
  • Type: Group Internet Based
Register Now
Onsite Training

Our onsite training allow you to customize the experience to the specific needs of your company and expand the number of people and teams that can be trained on Core. With onsite training, you determine what topics are covered. This course is customized to suit your firm's needs. You can specify the topics to be covered while planning the onsite sessions. The goal of this training is to teach you anything from the fundamentals of Core through its advanced features, in either a group or a one-on-one setting.

Details
  • Duration: Per Day
  • Who Should Attend: Managers, Timekeepers, Billing and Accounting Staff, Principals, and Partners
  • Field of Study: Business Management & Organization
  • Type: Group Live
Register Now

For more information regarding training courses and administrative policies, please contact us.