Rule Designer overview

The Rule Designer allows you to create custom rules for both My Time and My Expenses. Rules are "checkpoints" that help prevent data entry errors. Creating rules saves time and money for the firm by preventing non-compliant entries from being entered into the database which reduces the amount of time spend editing prebills. This increases efficiency, allowing the firm to use their resources towards income-producing activities. It can also reduce or even eliminate bill rejections, increasing cash flow. Typically, the firm will have one or more administrative users who use the Rule Designer to create rules used throughout the firm. You can also import and export a rule.

Hierarchy of Rules

There is a hierarchy of rules that is based on severity. Each task that requires remediation, is displayed in order of severity. The higher the severity, the overruling factor is instated. For example, if more than one rule is compromised, an error would be displayed over a warning. See the table below for a quick severity review.

Severity	Icon
Message
Required
Error
Warning