Time & Expense Only user can't enter memo

In CORE, Time & Expense Only users are unable to enter a time memo if the Auto Approve Time rule is set. This is because CORE does not allow editing of approved entries by default, including adding memos.

The only way you can allow users to enter a memo for approved time entries is by editing the relevant security profile. To do so:

  1. Go to the Settings > Security Permissions screen and select Time and Expense Only under Security Profile.
  2. On the Customize Profile screen, enable the Time Entry > Allow Edit Approved Entry permission.
  3. Click on Create New Profile. This creates a new security profile that your company can apply to anyone using the Time and Expense Only profile. 

Note: You should customize the security permissions as per your requirements and then save that as a new custom security profile so as not to overwrite the default profile.

Check Security Profiles for details.


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