Budget Review
Locating Budgets
You can locate your budgets in the following ways:
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On your Home Page, select one of the available options on the “Your Budgets” window.
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Under the Matter/Claim navigation link, use the “Search Budgets” option.
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On a Matter/Claim Profile, select the “Financial” tab, “Budget” sub-tab.
Reviewing Budgets
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
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The Budget Summary will display Firm Name, Budget Total, and Total Billed.
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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.
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A phase/expense breakdown of the firm’s budget can be viewed under the Budget Amounts section on the Budget Profile.
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Click the Edit button if you need to make any edits for the budget amount. You will enter changes into the “New Budget” fields.
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Use the Chancel button to remove your changes.
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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.
Approving Budgets
Budgets in “For Approval” status are awaiting client review/approval.
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Click the “Change Status” button on the Budget Profile to change the budget status.
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Select “Approved” in the Change Budget Status pop up box to approve the budget.
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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.
Notifications
- 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.