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How do I add a budget for a law firm/vendor?

You must have the appropriate permissions to initiate a budget.

  1. From within a matter record, go to the Firms & Vendors tab.
  2. Click the  icon under the Finance column (far left).

    If the firm or vendor already has a budget on file, this icon is highlighted in blue. A site administrator or super user must delete the vendor's existing budget in Application Administration in order for you to be able to set up a new budget.
  3. Select budget type and frequency from the drop-down lists and use the  icon to designate a due date.
    1. Set up a reminder in your calendar by entering a numerical amount in the bottom text box. Do not use punctuation or special characters.
  4. Click Set-Up Budgets.

Important Note: Initiating the budget does not create an amount. You need to add line items from the budget detail page by clicking the budget number from the Matter Budgets page that opens once you complete the budget set-up.

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