The Contracts and Budget Settings area is where you can manage configuration options and workflow rules around budgets and contracts, which are set up in the Finance -> Budgets / Contracts / POs area. 

Here you can choose these options for the Contracts and Budgets you've already set up:

  • Send an email when contract is close to expiry
  • Send an email when contract is expired
  • Block instruction when contract has expired
  • Contract cannot be edited on job details
  • Block instruction if contract not selected
  • Send email when contract value has been exceeded
  • Block instruction when value of contract has been exceeded
  • Send an email when costs on contract are over the specified %
  • Only show contractors for job contract

Click Edit at the top-right of the page to modify these settings, and then Save when you are done:

Related Articles:

Budgets / Contracts / POs