Overview
These settings in BQE CORE allow you to set the default rules that are common to both time and expense entry along with other related preferences. These settings are applicable company wide.
Field Descriptions
| Field Name | Field Description |
| Settings > Time & Expenses > | |
General: Evaluate time and expense billable status based on billable value | Includes only billable value of time and expenses for the purpose of time and expense entry evaluation against the contract amount. When the amount spent exceeds the contract amount, CORE prompts you and splits the entry into two—one billable portion that is still within the contract and the other non-billable portion that is over the contract amount. It does not include WUD, markups, and extra time and expenses. Total Amount Spent = Billable Time + Billable Expenses Total Amount Spent = Client Hours x Bill Rate x (1 +Taxes/100) + [Units x Cost Rate] Example: Consider a fixed-type project with a contract amount $1000. When entering time, we have 8 billable hours and 2 non-billable hours, and the bill rate is $100. The $800 amount (Client Hours x Bill Rate) is taken for computing the amount spent. When entering expenses, we have billable expense amount equal to $100 (Units x Cost). This $100 amount is carried forward for computing the amount spent. Non-billable expenses are not counted for the evaluation. The total amount spent will be $900 and so within the contract amount. |
| Clear formatting from all time and expense memos | When enabled, CORE removes rich text formatting from all time and expense entry memos. This disables the rich text formatting toolbar on the Time Entries and Expense Entries screens and stores any pasted content as plain text. Existing memos are not modified automatically, but if a memo is edited and saved while this setting is enabled, any existing formatting is removed. When disabled, time and expense entry memos continue to support rich text formatting. This setting does not affect other memo fields in CORE, such as invoice memos, etc. |
| Add time and expense memos to notes | CORE adds all the time and expense entry memos automatically to the project notes. This option helps keep track of and consolidate all details related to time and expense entries related to a project in one place. |
| Enable separate Payroll approval workflow for time entries | You can check this option if you want a separate submit-approve workflow for time entries associated with employee payroll. By default, this setting is off for both new and existing users. For existing users who have more than 100 time entries with Payroll workflow, the setting is turned on. |