To make time and expense memos required or mandatory in BillQuick, you can set that option at the global level, i.e., a rule that applies across the system:
1. Go to Settings menu, Global Settings-Time/Expense panel.
2. Mark the checkbox ‘Time Entry Memo Required’. This will ensure that all future time entries won’t be accepted without a memo.
3. To apply this setting to existing data, click the Apply icon on the right.
4. Do the same for expense entry, if required.
5. Click Save.
You can also set this rule at the project level:
1. Go to the Detail tab on the Project screen.
2. Under the ‘Choose Project Rules’ dropdown menu, select the rule ‘Time Entries Memo Required’.
3. If required for expense entries, select that option from the dropdown menu.
4. Click Save when done.
In BillQuick Online or Web Suite, this option is available in the Global Settings-Time screen.
