Recent Articles

• Using Tax Liability Summary to Break Out Tax by Authority

  Table of Contents This article explains how to use the Tax Liabi...

• Adding Products During Estimate or Order Entry

  In CoreBridge, Products can be added to Estimates and Orders as Line Items. ...

• File Management

  The Files side panel stores attachments on a record, such as artwork and pro...

• Xero Summary Sync

  Xero Summary Sync allows you to sync your financial data in summary forma...

• Xero Detail Sync

  The Xero Detail Sync integration allows users to seamlessly sync detailed fi...

• CoreBridge Tax Lookup

  The CoreBridge Tax Lookup integration automates the calculation of sales tax...