Making expense entry memos mandatory

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:

  1. Go to your company menu > Settings > Global Settings > Time & Expenses panel.
  2. Check the option ‘Expense entry memo required’. This ensures that all future expense entries won’t be accepted without a memo.
  3. Click Save.

You can also set this rule at the project level:

  1. Go to the Projects screen > General > Assignment.
  2. Click Add Rule and select the rule ‘Memo is required for expense entry’. If required for time entries, select that option too.
  3. Click Add. 
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