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 | 🗸 | 🗸 |