Global Setting

Global Settings are company-wide settings and global defaults. They allow you to optimize your Core company based on its size, business goals, operations, management style, preferences, and policies. Global Settings object allows you to perform the following operation:

  • Retrieve time and expense settings

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NameDescriptionFormatAttributes
addEntryMemosToJournalIndicates whether Core should add all the time and expense entry memos automatically to the project notesboolean
adjustStopTimeIndicates whether to adjust the stop times of time entries if client hours (i.e., billable hours) are changed. Otherwise, the stop time is adjusted as per the actual hours workedboolean
allowNegativeTimeEntryIndicates whether to allow negative values for time entry hoursboolean
allowZeroHourTimeEntryIndicates whether to allow time entries with zero hoursboolean
applySmallestIncrementBillableHoursOnlyIndicates whether to apply the smallest time increment to billable hours only (i.e., client hours and not actual hours worked)boolean
createAllocationEntryOnPtoApprovalIndicates whether Core should create automatic task allocations based on approved PTO requests for the default PTO projectboolean
displayPTOProjectName of the default project for automatic time entries that are made after PTO requests are approvedstring
employeeAutoApproveExpenseIndicates whether to set the 'Auto approve expenses' option for new employees by defaultboolean
employeeAutoApproveTimeIndicates whether to set the 'Auto approve time' option for new employees by defaultboolean
evaluateEntryBillableStatusOnValueIndicates whether to include only billable value of billable time and expenses for time and expense entry evaluation against the contract amountboolean
expenseEntryMemoRequiredIndicates whether memo is required when users create expense entriesboolean
expenseEntryRejectionMemoRequiredIndicates whether a memo is required when expense entries are rejectedboolean
ignoreSaveDeleteExpenseEntryNewerThanNumber of days after the current date beyond which expense entries are not saved or deleted. In other words, expense entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteExpenseEntryOlderThanNumber of days before the current date beyond which expense entries are not saved or deleted. In other words, expense entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteTimeEntryNewerThanNumber of days after the current date beyond which time entries are not saved or deleted. In other words, time entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteTimeEntryOlderThanNumber of days before the current date beyond which time entries are not saved or deleted. In other words, time entries cannot be saved or deleted if their date falls beyond this rangeint32
projectAutoApproveExpenseEntriesIndicates whether to add the 'Auto approve expense entries' rule for new projects by defaultboolean
projectAutoApproveTimeEntriesIndicates whether to add the 'Auto approve time entries' rule for new projects by defaultboolean
ptoProjectIdentifier of the default project for automatic time entries that are made after PTO requests are approvedstring
skipEntryEvaluationIndicates whether Core should stop evaluating time entries for fixed-type projects. Otherwise, based on the contract amount and total amount spent on a project, it determines if an entry is billable or notboolean
smallestIncrementSmallest time increment (in HH:MM format) for billable and actual hours of time entries. Core automatically adjusts the hours for time entries to the next time increment. For example, a value of 0:15 indicates that the time entry hours are adjusted in increments of 15 minutesstring
smallestStartStopIncrementSmallest time increment (in minutes) for start and stop times of time entries. Core automatically adjusts the start and stop times of time entries to the next time incrementint32
timeEntryMemoRequiredIndicates whether memo is a required field when users create time entriesboolean
timeEntryRejectionMemoRequiredIndicates whether a memo is required when time entries are rejectedboolean

Use this method to retrieve the default settings for time and expenses from Core.

Request URL
base_url/setting/timeexpense

Method Overview

HTTP Method:

GET

Content Type:

application/json

Response Format:

json

Requires Authentication?

Yes

Headers:

Access Token

Module:

GlobalSetting

Required Scopes:

read:core

Required Subscription:

View Subscription


Response Body
NameDescriptionFormat
addEntryMemosToJournal Indicates whether Core should add all the time and expense entry memos automatically to the project notesboolean
adjustStopTime Indicates whether to adjust the stop times of time entries if client hours (i.e., billable hours) are changed. Otherwise, the stop time is adjusted as per the actual hours workedboolean
allowNegativeTimeEntry Indicates whether to allow negative values for time entry hoursboolean
allowZeroHourTimeEntry Indicates whether to allow time entries with zero hoursboolean
applySmallestIncrementBillableHoursOnly Indicates whether to apply the smallest time increment to billable hours only (i.e., client hours and not actual hours worked)boolean
createAllocationEntryOnPtoApproval Indicates whether Core should create automatic task allocations based on approved PTO requests for the default PTO projectboolean
displayPTOProject Name of the default project for automatic time entries that are made after PTO requests are approvedstring
employeeAutoApproveExpense Indicates whether to set the 'Auto approve expenses' option for new employees by defaultboolean
employeeAutoApproveTime Indicates whether to set the 'Auto approve time' option for new employees by defaultboolean
evaluateEntryBillableStatusOnValue Indicates whether to include only billable value of billable time and expenses for time and expense entry evaluation against the contract amountboolean
expenseEntryMemoRequired Indicates whether memo is required when users create expense entriesboolean
expenseEntryRejectionMemoRequired Indicates whether a memo is required when expense entries are rejectedboolean
ignoreSaveDeleteExpenseEntryNewerThan Number of days after the current date beyond which expense entries are not saved or deleted. In other words, expense entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteExpenseEntryOlderThan Number of days before the current date beyond which expense entries are not saved or deleted. In other words, expense entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteTimeEntryNewerThan Number of days after the current date beyond which time entries are not saved or deleted. In other words, time entries cannot be saved or deleted if their date falls beyond this rangeint32
ignoreSaveDeleteTimeEntryOlderThan Number of days before the current date beyond which time entries are not saved or deleted. In other words, time entries cannot be saved or deleted if their date falls beyond this rangeint32
projectAutoApproveExpenseEntries Indicates whether to add the 'Auto approve expense entries' rule for new projects by defaultboolean
projectAutoApproveTimeEntries Indicates whether to add the 'Auto approve time entries' rule for new projects by defaultboolean
ptoProject Identifier of the default project for automatic time entries that are made after PTO requests are approvedstring
skipEntryEvaluation Indicates whether Core should stop evaluating time entries for fixed-type projects. Otherwise, based on the contract amount and total amount spent on a project, it determines if an entry is billable or notboolean
smallestIncrement Smallest time increment (in HH:MM format) for billable and actual hours of time entries. Core automatically adjusts the hours for time entries to the next time increment. For example, a value of 0:15 indicates that the time entry hours are adjusted in increments of 15 minutesstring
smallestStartStopIncrement Smallest time increment (in minutes) for start and stop times of time entries. Core automatically adjusts the start and stop times of time entries to the next time incrementint32
timeEntryMemoRequired Indicates whether memo is a required field when users create time entriesboolean
timeEntryRejectionMemoRequired Indicates whether a memo is required when time entries are rejectedboolean
Example Request
Example Response
{
  "addEntryMemosToJournal": true,
  "adjustStopTime": true,
  "allowNegativeTimeEntry": true,
  "allowZeroHourTimeEntry": true,
  "applySmallestIncrementBillableHoursOnly": true,
  "createAllocationEntryOnPtoApproval": true,
  "displayPTOProject": "displayPTOProject",
  "employeeAutoApproveExpense": true,
  "employeeAutoApproveTime": true,
  "evaluateEntryBillableStatusOnValue": true,
  "expenseEntryMemoRequired": true,
  "expenseEntryRejectionMemoRequired": true,
  "ignoreSaveDeleteExpenseEntryNewerThan": 0,
  "ignoreSaveDeleteExpenseEntryOlderThan": 0,
  "ignoreSaveDeleteTimeEntryNewerThan": 0,
  "ignoreSaveDeleteTimeEntryOlderThan": 0,
  "projectAutoApproveExpenseEntries": true,
  "projectAutoApproveTimeEntries": true,
  "ptoProject": "ptoProject",
  "skipEntryEvaluation": true,
  "smallestIncrement": "smallestIncrement",
  "smallestStartStopIncrement": 0,
  "timeEntryMemoRequired": true,
  "timeEntryRejectionMemoRequired": true
}