Mandatory time and expense memos

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To make time and 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 ‘Time entry memo required’. This ensures that all future time entries won’t be accepted without a memo.
  3. Similarly, check the option ‘Expense entry memo required’. This ensures that all future expense entries won’t be accepted without a memo.
  4. Click Save.

You can also set this rule at the project level:

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