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Creating Subaccounts
Subaccounts allow you to further organize your chart of accounts by grouping...
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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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Creating and Editing Email Templates
Email Templates provide ready-made messages so outgoing customer email stays...
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Adding Email From Addresses
Email From Addresses allow you to send emails from your CoreBridge system us...
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Tax Items
Tax Items are the separate local, state, and/or federal agencies for collect...
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Tax Groups
Tax Groups are used to group together one or more Tax Items, such as state, ...
