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Switch & UDC Connectors

Manage categories used in budget and invoice line items.

The Switch & UDC Connectors hyperlink in the Finance Options sidebar under Budgeting allows administrators and super users to control what categories can be seen from invoices and budget line options.

Switch & UDC Connectors Link

At the top of the page, click the switch to turn the Budgeting module "on" or "off" .

Under Invoice/Budget Line Connectors, use the toggle switches to turn a category "on" or "off" within the Budgeting module. Categories are used on invoices at the matter level, so whatever is changed on this screen affects both budgets and invoices.

You can also change the title of each item by directly typing into any text box under the Description category.

  • green switch—Feature is enabled
  • red switch—Feature is disabled
  • calendar event—Edit each category's line items

Budget Switches

Add an Invoice/Budget Line Connector Category

  1. Click the edit calendar event icon.
  2. Add a line by typing the name of a new line into the "Add" text box at the bottom.
  3. Click Save.
    Edit Budget Line Items 
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