Budget Detail Page
The budget's detail page shows contact information for the submitting party, the type of frequency for the budget, due date, and any comments made by the firm/vendor or staff.
If the budget has been rejected, approved, or is pending approval, a notice is displayed at the top of the page.
Click on matter number (at the top right side of the page) to view the matter record associated with the budget.
Send a notification to the Legal team to request them to review the budget by clicking the checkbox under the "Comments By Firm/Vendor" field. Click Save Changes to confirm.
Budget line items are displayed at the bottom of the page. Make a selection from the drop-down list to the far right to also view Variance or Transactions (a list of activities for the budget). Click Go to return results.