To make expense memos required or mandatory in CORE, you can set that option at the global level, i.e., a rule that applies across the system:
- Go to your company menu > Settings > Global Settings > Time & Expenses panel.
- Check the option ‘Expense entry memo required’. This ensures that all future expense entries won’t be accepted without a memo.
- Click Save.
You can also set this rule at the project level:
- Go to the Projects screen > General > Assignment.
- Click Add Rule and select the rule ‘Memo is required for expense entry’. If required for time entries, select that option too.
- Click Add.