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Financial Management

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This guide provides information about the OOTB rules related to the Financial Management module.

Expense (EXPE)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
EXPE Expense ExpenseCreateActualsAccountsOnPost Create Expense Actuals Accounts on Post This rule creates actual expense accounts upon posting an expense to ensure accurate accounting. Accounts will only be created if the Budget Template allows for Internal Expense tracking. Custom Action Post
EXPE Expense ExpenseRuleValidateMatterBudget Expense Rule Validate Matter Budget This rule validates whether the expense amount aligns with the matter budget. Validation Post
EXPE Expense ExpenseRuleValidateRequiredRights Expense Rule Validate Matter Budget This rule checks whether the user has required permissions to create or update expense records. Validation Post
EXPE Expense ProjectRequiredForExpense Project Required For Expenses This rule ensures that an expense cannot be created without linking it to a project when required. Validation Create, Update

Fiscal Year (FYS$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
FYS$ Fiscal Year FiscalYearMonthsMustBeContinuous Fiscal Year Months Must Be Continuous This rule ensures fiscal year months are continuous with no gaps. Validation Create, Update
FYS$ Fiscal Year FiscalYearSharedDateVerification Fiscal Year Shared Date Verification This rule verifies that fiscal year shared dates align correctly across records. Validation Create, Update
FYS$ Fiscal Year FiscalYearsMustBeContinuous Fiscal Years Must Be Continuous This rule ensures fiscal years follow each other without gaps. Validation Create, Update
FYS$ Fiscal Year FiscalYearsMustBeContinuousDeleteRule Fiscal Years Must Be Continuous Delete Rule This rule prevents deletion of fiscal years when they must remain continuous. Security Delete
FYS$ Fiscal Year FiscalYearsMustNotBeInUseDeleteRule Fiscal Years Must Not Be In Use Delete Rule This rule blocks deletion of a fiscal year that is currently in use. Security Delete
FYS$ Fiscal Year IsFiscalYearInUse Is Fiscal Year In Use This rule checks whether a fiscal year is in active use. Validation Update
FYS$ Fiscal Year NoFiscalYearOverlap Verify No Fiscal Year Overlap This rule ensures fiscal years do not overlap. Validation Create, Update
FYS$ Fiscal Year VerifyFiscalYearRange Verify Fiscal Year Range This rule verifies overall fiscal year start and end ranges. Validation Create, Update
FYS$ Fiscal Year VerifyQ1Range Verify Q1 Range This rule validates Q1 date ranges. Validation Create, Update
FYS$ Fiscal Year VerifyQ2Range Verify Q2 Range This rule validates Q2 date ranges. Validation Create, Update
FYS$ Fiscal Year VerifyQ3Range Verify Q3 Range This rule validates Q3 date ranges. Validation Create, Update
FYS$ Fiscal Year VerifyQ4Range Verify Q4 Range This rule validates Q4 date ranges. Validation Create, Update

Budget Settings (BSO$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
BSO$ Budget Settings BudgetTemplateCreation Budget Template Creation This rule manages the validation and initialization process during Budget Template creation. It ensures that required configuration details are properly established when creating a new template. Custom Action Create
BSO$ Budget Settings CannotDeleteBudgetSettings Cannot Delete Budget Settings This rule prevents budget settings from being deleted when they are in use or required by the system. It ensures the integrity and continuity of budget configurations. Security Delete
BSO$ Budget Settings DefaultGlobalEndDate Default Global End Date This rule automatically sets a default Global End Date when one is not provided. It ensures that global date ranges are consistently defined. Pre-Population Create
BSO$ Budget Settings DefaultGlobalStartDate Default Global Start Date This rule automatically sets a default Global Start Date when one is not provided. It ensures that global configurations begin with a valid effective date. Pre-Population Create
BSO$ Budget Settings GlobalBoundsRequired Validate Global Start and End Date This rule validates that both Global Start and End Dates are provided when required. It ensures that date boundaries are properly defined for global settings. Validation Update
BSO$ Budget Settings GlobalTemplateValidation Global Template Validation This rule validates the configuration of a Global Template before it is saved. It ensures that all required template criteria and settings are properly defined. Custom Action Create, Update
BSO$ Budget Settings ValidateValidVendorRolesSelection Validate Vendor Roles Selection This rule validates the selection of vendor roles during configuration. It ensures that only appropriate and valid vendor roles are assigned. Validation Create, Update

Budget Templates (BTS$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
BTS$ Budget Templates BudgetTemplateRuleValidateTemplate Budget Template Rule Validate Template This rule validates the template configuration when applying budget template rules. It ensures that the selected template meets required validation criteria. Validation Create, Update
BTS$ Budget Templates InternalExpenseCodeRequiredVerification Budget For Internal Expenses Must Have Expenses This rule ensures that budgets for internal expenses include at least one expense code. It validates that required expense classifications are defined. Validation Create, Update
BTS$ Budget Templates InternalTaskCodeRequiredVerification Budget For Internal Tasks Must Have Task Codes This rule ensures that budgets for internal tasks include at least one task code. It validates that required task classifications are properly configured. Validation Create, Update
BTS$ Budget Templates PhaseTaskCodeRequiredVerification Budget By Phase and Task Code Must Have Codes This rule ensures that budgets configured by phase and task code include the required codes. It validates that both phase and task classifications are properly defined. Validation Create, Update

Cost Center Mappings (CCM$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
CCM$ Cost Center Mappings ValidateEmbeddedCostCenterDeletion Validate Embedded Cost Center Deletion This rule validates whether an embedded Cost Center can be deleted. It ensures that cost centers in use or required by related records cannot be removed. Custom Action Delete
CCM$ Cost Center Mappings DenyDuplicateCostCenterMapping Deny create/update if cost center is already mapped This rule prevents the creation or update of a Cost Center mapping if the Cost Center is already mapped. It ensures duplicate mappings are not created. Custom Action Create, Update
CCM$ Cost Center Mappings RequireCostCenterAllocationsTotalToBe100OnCreate Require Cost Center Allocations Total To Be 100% - Create - SYS This rule ensures that total Cost Center allocations equal 100% during record creation. It validates that allocation percentages are fully and accurately distributed. Validation Create
CCM$ Cost Center Mappings RequireCostCenterAllocationsTotalToBe100OnUpdate Require Cost Center Allocations Total To Be 100% - Update - SYS This rule ensures that total Cost Center allocations equal 100% when updating a record. It validates that allocation percentages remain correctly balanced. Validation Update
CCM$ Cost Center Mappings ValidateCostCenterMappingDeletion Validate Cost Center Mapping Deletion This rule validates whether a Cost Center mapping can be deleted. It ensures that mappings in use or required by related configurations are protected from removal. Custom Action Delete

Account (ACCT)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
ACCT Account BudgetTemplateIgnoresVendors BudgetTemplateIgnoresVendors This rule ensures that budget templates configured to ignore vendor-specific values apply consistently, preventing vendor-level overrides during budget creation. Wizard Action None
ACCT Account LOMH Life of Matter History This rule creates a History record when the Life of Matter amount is updated. Audit Create, Update
ACCT Account RuleAccountUpdateToplevelAllocation RuleAccountUpdateToplevelAllocation This rule updates the top-level allocation record when account-level allocations are modified, keeping budget summaries accurate. Custom Action Update
ACCT Account SkipPageForEnforcedTemplateAdd FM - Skip Account Wizard Page for Single Enforced Budget Template On Add This rule skips intermediate pages during the Add Budget Template workflow when enforced templates are applied, streamlining navigation. Wizard Action Wizard
ACCT Account SkipPageForEnforcedTemplateCreate FM - Skip Account Wizard Page for Single Enforced Budget Template On Create This rule bypasses certain screens during Budget Template Creation when enforced templates dictate required defaults. Wizard Action Wizard

Invoice (INVC)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
INVC Invoice InvoiceAllowInvoicingAboveBudgetTotals AllowInvoicingAboveBudgetTotals This rule allows invoices above budget thresholds if the Budget Settings record allows going over budget. Custom Action Post
INVC Invoice InvoiceCreateAccountsOnPost OnPost This rule creates the Actual accounts when the invoice is posted. Account generation is based on the Invoice Line Item categories used and the service dates. Existing accounts will be used if they exist. Custom Action Post
INVC Invoice InvoiceRuleValidateMatterBudget Invoice Rule Validate Matter Budget This rule validates invoice amounts against matter budgets. If invoicing above the budget is not allowed, then the system will prevent posting. Validation Post
INVC Invoice InvoiceRuleValidateRequiredRights Invoice Rule Validate Required Rights This rule ensures user has required permissions for invoice actions. Validation Post
INVC Invoice InvoiceValidateLineItems On Post Validation This rule ensures each line item can post based on the Fiscal Year and Budget Settings. Validation Post
INVC Invoice PostAccrualInvoicesOnUpdate Post Accrual Invoices - Update - SYS This rule makes sure that the accrual balances on accounts are up to date when the accrual invoice is posted. Custom Action Update
INVC Invoice PostAutomaticInvoiceCostCenterCreation Post Automatic Invoice Cost Center Creation This rule auto creates the invoice cost center records when the invoice is posted. Custom Action Update
INVC Invoice PostCostCenterTransaction Post Cost Center Transaction - SYS This rule updates cost-center spend total and creates transactions created from invoice. Custom Action Update
INVC Invoice PostNegativeInvoicesOnUpdate Post Negative Invoices - Update - SYS This rule controls posting of negative/credit invoices to prevent negative account balances. Custom Action Post
INVC Invoice ReverseAccrualsInvoiceRule Reverse Accruals Invoice Rule This rule reverses accrual entries when invoice posts. This is dependent on how the accrual reversal action is set on the budget settings object. Custom Action Post
INVC Invoice VoidCostCenterTransaction Void Cost Center Transaction - SYS This rule voids cost center transactions tied to invoice when the invoice is voided. Custom Action Void
INVC Invoice VoidInvoiceCostCenter Void Invoice Cost Center This rule removes invoice cost center records when the invoice is voided. Custom Action Void

Invoice Cost Center Mapping (ICM$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
ICM$ Invoice Cost Center Mapping ValidateInvoiceCostCenterMappingDeletion Validate Invoice Cost Center Mapping Deletion This rule validates deletion of invoice cost center mappings. Custom Action Delete

Invoice Cost Center (ICC$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
ICC$ Invoice Cost Center ValidateInvoiceEmbeddedCostCenterDeletion Validate Invoice Embedded Cost Center Deletion This rule validates deletion of embedded cost centers on invoices. Custom Action Delete

Invoice Matter Cost Center (IMM$)

Object  Object Name Unique Key Short Description Rule Description Rule Type Trigger
IMM$ Invoice Matter Cost Center DenyDuplicateCostCenterMapping Deny create/update if cost center is already mapped This rule prevents duplicate cost center mappings from being created. Custom Action Create, Update
IMM$ Invoice Matter Cost Center DenyDuplicateInvoiceMatterMappings Deny create/update if matter has already been mapped to this invoice cost center mapping This rule prevents duplicate invoice–matter mappings. Custom Action Create, Update
IMM$ Invoice Matter Cost Center RequireCostCenterAllocationsTotalToBe100OnCreate Require Cost Center Allocations Total To Be 100% - Create - SYS This rule requires cost center allocations to total 100% upon creation. Validation Create
IMM$ Invoice Matter Cost Center RequireCostCenterAllocationsTotalToBe100OnUpdate Require Cost Center Allocations Total To Be 100% - Update - SYS This rule requires cost center allocations to total 100% upon update. Validation Update
IMM$ Invoice Matter Cost Center ValidateInvoiceMatterCostCenterMappingDeletion Validate Invoice Matter Cost Center Mapping Deletion This rule prevents deletion of invoice–matter cost center mappings when they have been posted to. Custom Action Delete
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