Initiating a Budget
Only in-house staff with the appropriately assigned permissions can initiate a budget.
- Go to the Firms & Vendors tab and 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.
- Select budget type and frequency from the drop-down lists and use the icon to designate a due date.
- Optionally, set up a reminder in your calendar by entering a number in the "Remind me of the due date in" data field.
- 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.