You can add a memo to a time entry from the relevant time entry screen using the Memo option. CORE pre-fills it with the associated activity memo, if available. CORE also allows you to view pre-defined memos of activity and fee schedule service line items prior to saving an entry. You can format the text using the toolbar, if needed. It also gives you the option to clear any formatting while copy-pasting. Check CORE Help Center for details.
There is a global setting in Settings > Time and Expenses - Clear formatting from all time and expense memos- when enabled, CORE removes rich text formatting from all time and expense entry memos. This disables the rich text formatting toolbar on the Time Entries and Expense Entries screens and stores any pasted content as plain text. Existing memos are not modified automatically, but if a memo is edited and saved while this setting is enabled, any existing formatting is removed. When disabled, time and expense entry memos continue to support rich text formatting. This setting does not affect other memo fields in CORE, such as invoice memos, etc.
To add a memo, follow these steps:
- Open the Time Entries screen from the side menu > Time & Expenses.
- In the list view, click More > Show/Hide Columns on the action bar.
- Select Memo in the drop-down list.
- Next in the Memo field, enter your text, or copy-paste the text, if available.
- Use the formatting toolbar to style the text, or select Clear Formatting when pasting text.
- Click Save to save the memo.