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Time & Expense Entry Requirements

Ever had the requirement within Project Service to prevent Time Entries from being submitted if certain fields are not filled out? What about requiring a receipt on Expense Entries if the amount is above a threshold? Project Service Expense Catego...

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Configure Mileage Expense Categories

In the "PSA Basic Guide to Quoting Pricing and Billing" white paper mileage expenses are described as a type of expense category in Project Service that can be configured. The setup suggested is to create a Mileage Expense Category and T...

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