Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Initiating a Budget

Only in-house staff with the appropriately assigned permissions can initiate a budget.

  1. Go to the Firms & Vendors tab and click the initiate a budget icon icon under the Finance column (far left). If the firm or vendor already has a budget on file, this icon is highlighted in blue.
    Select the Budgets Icon
  2. Select budget type and frequency from the drop-down lists and use the calendar icon icon to designate a due date.
    1. Optionally, set up a reminder in your calendar by entering a number in the "Remind me of the due date in" data field.
  3. Click Set-Up Budgets.

Important Note: Initiating the budget does create an amount. You need to do this from the budget detail page by clicking the budget number from the Matter Budgets page once you complete the budget set-up.

Set-Up Budget

  • Was this article helpful?