Global and Project-Level Rules

CORE allows you to specify company-wide settings from the side menu > Settings. To optimize CORE to your business practices and preferences based on size, goals, operations, and policies, you can apply these global defaults on all projects. You can also apply rules at a project level that are applicable to those specific projects only. Some rules are available at both the global and project levels, wherein the project level rules take precedence.  

Rules & Options Settings Projects
Project contract amount includes taxes  🗸  
Create an allocation entry on PTO request approval 🗸  
Exclude Vacation, Sick, Holiday, and Comp time when calculating overtime  🗸  
Skip time evaluation  🗸  
Time entry memo required  🗸  
Expense entry memo required 🗸  
Time entry rejection memo required 🗸  
Expense entry rejection memo required 🗸  
Evaluate time and expense billable status based on billable value  🗸  
Add time and expense memos to notes  🗸  
Allow negative time entries  🗸  
Allow zero-hour time entries  🗸  
Adjust stop time when client hours are charged  🗸  
Reverse Write-Up/Down when invoice is reversed  🗸  
Mark projects completed when billed 100%   🗸  
Skip extra Time Entry for automatic write-up/write-down  🗸  
Hide copyright on standard invoices and reports 🗸  
Auto apply retainer to invoices  🗸  
Apply discount to pre-tax amount  🗸  
Allow zero (0) rates in service fee schedules  🗸  
Show billing through on invoices  🗸  
Show account summary at the bottom of invoices  🗸  🗸
Show retainer summary on invoices  🗸 🗸
Email payment receipts to client  🗸  
Email retainer payment receipts to client  🗸  
Show time and expense memos on detailed invoices  🗸  
Show project memo on invoices at the bottom  🗸  
Hide non-billable time entries on invoices  🗸 🗸
Hide non-billable expense entries on invoices  🗸 🗸
Show country in client address  🗸  
Show company Tax ID on invoices  🗸  
Allow User Settings to override these email settings  🗸  
Automatically zip multiple attachments  🗸  
Copy client when sending emails to client contact 🗸  
Allow employees to use their own email service to send out emails (CRM Only) 🗸  
Make this application DCAA compliant  🗸  
Password required when closing date is changed  🗸  
Users must agree to the following disclaimer when submitting time and expense  🗸  
Always show in Create Batch Invoice screen    🗸
Do not apply project assignment settings    🗸
Email invoice    🗸
Exempt item tax 1/2/3    🗸
Prevent expense entry after reaching allocated units    🗸
Prevent expense entry for the project    🗸
Prevent time and expense entry after reaching contract amount    🗸
Prevent time entry after reaching allocated hours    🗸
Prevent time entry for the project    🗸
Project class supersedes vendor class   🗸
Restrict expense entries to budgeted expenses    🗸
Restrict time and expenses to budgeted employees    🗸
Restrict time entries to budgeted activities    🗸
Send as joint invoice    🗸
Use memo on invoices     🗸
Auto approve expense entries  🗸  🗸
Auto approve time entries  🗸  🗸
Automatically email invoices when processed   🗸
Restrict the contract amount of phases within that of the main projects 🗸  
Automatically link expense entry attachments to invoices  🗸  🗸
Automatically link time entry attachments to invoices  🗸  🗸
Include billable expenses in the contract amount  🗸  🗸
Link vendor bill attachments to invoice   🗸
Main Expense Tax excludes Tax 1/2/3  🗸  🗸
Main Service Tax excludes Tax 1/2/3  🗸  🗸
Memo is required for expense entry  🗸  🗸
Memo is required for time entry  🗸  🗸
Show combined GST on invoices  🗸  🗸
Skip automatic time entry evaluation  🗸  🗸
Use bill rates from Activity Items screen   🗸
Use project memo on invoices   🗸
Use rates by classification   🗸
Use rates from Activity items screen  🗸  🗸
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