Invoice Rule Defaults

The invoice rule defaults page allows you to select default options to be used when creating new invoice rules.

Default settings are applied in Admin > Invoicing > Invoice Rule Defaults.

Invoice Rule Defaults

Fixed Fee Rule Defaults

Below is a table with a list of Fixed Fee Rule Defaults that can be selected and where they can be configured.

Fixed Fee Default	Criteria/Configuration
Tax Rate	List of all Tax rates available as set in Admin > Company Settings > Tax Rate. --Not Set-- is also an option available as a default value.
Active Rule	Enabling the checkbox will set the rule to active as a default. Disabling the checkbox will default the rule to inactive and will not be validated using the Refresh Due functionality.
Manual Entry Due Date	A default drop down list consisting of: First day of the month Last day of the month Last working day of the month Last Friday of the month

Time Rule Defaults

Below is a table with a list of Time Rule Defaults that can be selected and where they can be configured.

Time Default	Criteria/Configuration
Tax Rate	List of all Tax rates available as set in Admin > Company Settings > Tax Rate. --Not Set-- is also an option available as a default value.
Active Rule	Enabling the checkbox will set the rule to active as a default. Disabling the checkbox will default the rule to inactive and will not be validated using the Refresh Due functionality.
Group Invoice Items by	Enabling the checkbox will allow the grouping of invoice items on a single or multi select variant.
By Project	This option is always enabled when the Group Invoice Items checkbox is enabled.
By Task	Enabling this option will group the invoice items by task.
By Job Role	Enabling this option will group the invoice items by job role.
By User	Enabling this option will group the invoice items by user.
By Month	Enabling this option will group the invoice items by month.
By Charge Rate	Enabling this option will group the invoice items by charge rate.
Round Time	Enabling the checkbox will set a default value to round time in accordance with a radio selection set below.
Round to the nearest	Selecting the radio will round the time to the nearest value from the Round Time to section as a default.
Round to the next lowest	Selecting the radio will round the time to the next lowest value from the Round Time to section as a default.
Round to the next highest	Selecting the radio will round the time to the next highest value from the Round Time to section as a default.
Round time to	The value entered in the Round Time to section will be applicable to the radio defaulted above.

Expense Rule Defaults

Below is a table with a list of Expense Rule Defaults that can be selected and where they can be configured.

Expense Default	Criteria/Configuration
Tax Rate	List of all Tax rates available as set in Admin > Company Settings > Tax Rate. --Not Set-- is also an option available as a default value.
Use expense's tax rate	Enabling the checkbox will apply the tax rate associated to the expense type from the Admin > Company Settings > Expense Type tab as a default. Items cannot be grouped when this option is enabled as a default.
Active Rule	Enabling the checkbox will set the rule to active as a default. Disabling the checkbox will default the rule to inactive and will not be validated using the Refresh Due functionality.
Manual Entry Due Date	A default drop down list consisting of: First day of the month Last day of the month Last working day of the month Last Friday of the month
Group Invoice Items by	Enabling the checkbox will allow the grouping of invoice items on a single or multi select variant.
By Project	This option is always enabled when the Group Invoice Items checkbox is enabled.
By Task	Enabling this option will group the invoice items by task.
By Job Role	Enabling this option will group the invoice items by job role.
By User / Supplier	Enabling this option will group the invoice items by user/supplier.
By Month	Enabling this option will group the invoice items by month.
By Expense type	Enabling this option will group the invoice items by Expense Type.

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