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Tax Items
Tax Items are the separate local, state, and/or federal agencies for collect...
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Taxability Codes
Taxability Codes are used to group types of offerings together to determine ...
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Establishing Default GL Accounts
The Chart of Accounts provides a structured framework for organizing and cat...
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Managing Chart of Accounts
The chart of accounts is a foundational element in CoreBridge, providing a s...
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Accounting Options
The Accounting Options section lets you customize key financial settings for...
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Creating an Estimate
An Estimate is a formal quote created in CoreBridge that outlines the produc...