You can locate your budgets in the following ways:
On your Home Page, select one of the available options on the “Your Budgets” window.
Under the Matter/Claim navigation link, use the “Search Budgets” option.
On a Matter/Claim Profile, select the “Financial” tab, “Budget” sub-tab.
Budgets can be reviewed from the Matter/Claim Profile. Firms enter budget amounts for fees (by phase) and for expenses (total). For video instructions on budget review, see: How to Approve a Budget
The Budget Summary will display Firm Name, Budget Total, and Total Billed.
Click the pencil icon to open the Budget Profile, where you can make changes to the budget amounts if needed, and where you can approve the budget.
A phase/expense breakdown of the firm’s budget can be viewed under the Budget Amounts section on the Budget Profile.
Click the Edit button if you need to make any edits for the budget amount. You will enter changes into the “New Budget” fields.
Use the Chancel button to remove your changes.
Use the Save button to save changes to the budget.
Note: Saving the budget will not approve the budget.
Saved budgets can be edited by the Matter Manager/Claims Manager while the budget is in “For Approval” status.
Budgets in “For Approval” status are awaiting client review/approval.
Click the “Change Status” button on the Budget Profile to change the budget status.
A. Select “Approved” in the Change Budget Status pop up box to approve the budget.
Select “Draft” status if you would like to send the budget back to the firm for editing. Firm users can only make edits to a budget when it is in Draft status.
4. Matter/Claim Managers will receive a notice when a budget is sent to For Approval status.
- Acuity will notify the Matter/Claim Manager when a budget is submitted for approval.
- Acuity will also notify the firm when a budget is marked as approved.
- The Your Budgets window on the Home Page will continually update with your budget totals.