Global and project-level rules

Core allows you to specify company-wide, global 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. 

Settings and Rules Global Settings Projects
Project contract amount includes taxes  πŸ—Έ  
Exclude Vacation, Sick, Holiday, and Comp time when calculating overtime  πŸ—Έ  
Skip time evaluation  πŸ—Έ  
Evaluate time and expense billable status based on billable value  πŸ—Έ  
Add time and expense memos to notes  πŸ—Έ  
Allow negative time entries  πŸ—Έ  
Allow zero-hour time entries  πŸ—Έ  
Adjust stop time when client hours are charged  πŸ—Έ  
Reverse Write-Up/Down when invoice is reversed  πŸ—Έ  
Mark projects completed when billed 100%   πŸ—Έ  
Skip extra Time Entry for automatic write-up/write-down  πŸ—Έ  
Auto apply retainer to invoices  πŸ—Έ  
Apply discount to pre-tax amount  πŸ—Έ  
Allow zero (0) rates in service fee schedules  πŸ—Έ  
Show billing through on invoices  πŸ—Έ  
Show account summary at the bottom of invoices  πŸ—Έ  
Show retainer summary on invoices  πŸ—Έ  
Email payment receipts to client  πŸ—Έ  
Email retainer payment receipts to client  πŸ—Έ  
Show time and expense memos on detailed invoices  πŸ—Έ  
Show project memo on invoices at the bottom  πŸ—Έ  
Hide non-billable time entries on invoices  πŸ—Έ πŸ—Έ
Hide non-billable expense entries on invoices  πŸ—Έ πŸ—Έ
Show country in client address  πŸ—Έ  
Show company Tax ID on invoices  πŸ—Έ  
Allow User Preferences to override these email settings  πŸ—Έ  
Automatically zip multiple attachments  πŸ—Έ  
Make this application DCAA compliant  πŸ—Έ  
Password required when closing date is changed  πŸ—Έ  
Users must agree to the following disclaimer when submitting time and expense  πŸ—Έ  
Always show in Create Batch Invoice screen    πŸ—Έ
Do not apply Project Assignment settings    πŸ—Έ
Email invoice    πŸ—Έ
Exempt item tax 1/2/3    πŸ—Έ
Prevent expense entry after reaching allocated units    πŸ—Έ
Prevent expense entry for the project    πŸ—Έ
Prevent time and expense entry after reaching contract amount    πŸ—Έ
Prevent time entry after reaching allocated hours    πŸ—Έ
Prevent time entry for the project    πŸ—Έ
Restrict expense entries to budgeted expenses    πŸ—Έ
Restrict time and expenses to budgeted employees    πŸ—Έ
Restrict time entries to budgeted activities    πŸ—Έ
Send as joint invoice    πŸ—Έ
Use memo on invoices     πŸ—Έ
Auto approve expense entries  πŸ—Έ  πŸ—Έ
Auto approve time entries  πŸ—Έ  πŸ—Έ
Automatically link expense entry attachments to invoices  πŸ—Έ  πŸ—Έ
Automatically link time entry attachments to invoices  πŸ—Έ  πŸ—Έ
Include billable expenses in the contract amount  πŸ—Έ  πŸ—Έ
Main Expense Tax excludes Tax 1/2/3  πŸ—Έ  πŸ—Έ
Main Service Tax excludes Tax 1/2/3  πŸ—Έ  πŸ—Έ
Memo is required for expense entry  πŸ—Έ  πŸ—Έ
Memo is required for time entry  πŸ—Έ  πŸ—Έ
Show combined GST on invoices  πŸ—Έ  πŸ—Έ
Skip automatic time entry evaluation  πŸ—Έ  πŸ—Έ
Use rates from Activity items screen  πŸ—Έ  πŸ—Έ
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