Activity Fulfillment helps the team follow up on scheduled work that requires supporting records.
In Settings > Calendars, edit a calendar and review Activity Fulfillment Configuration. You can require Expense Entry, Case Update, or both from assigned staff.
Automatically mark activities complete when fulfillment is satisfied becomes available after at least one fulfillment requirement is selected.
Fulfillment checks for the required expense entry or case update linked to the activity and assigned user. An unrelated update or expense elsewhere on the case may not satisfy it.
Automatic completion does not mean an expense has passed billing review or an invoice has been paid. Approval, time, expense, and invoice workflows still apply.