Making fields in a transaction in Time and Expense Entry required
When entering time in , then
Actions
Time & Expense Entry
, some boxes require this, while other boxes are optional. See the following for a list of boxes and their status:- Client: Required
- Engagement: Required
- Project: Either required or optional, depending on your firm setup.tipTo make the project box required, selectSetup,Firm, thenPreferencestab, and markRequire Projects on Time and Expense entries. If you turn on this option and you don't fill out the project box when entering time, you will receive the message “Project is a required box (Required by firm).” If the client you're entering time for doesn't have any projects, the project box won't require entry. It also won't give an error when saving.
- Activity: Required
- Checkpoint Edge Course: Optional. Available only if activity class is Administrative/CPE.
- Date: Required
- Rates/Unit Price: Required. Usually entered automatically based on the Activity or Engagement entered.
- Hours/Units: Required. Defaults to 0.00 if not entered.
- Amount: Required. System calculates automatically based on Rate/Unit Price and Hours/Units. You may be able to change it with proper security permission.
- Comment: Optional
- Biller Note: Optional
- Custom Fields: Optional
