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View all active and inactive budgets and delete inactive budgets. Sort budgets by Type/Phase and Frequency/Lifetime occurrence.

The Budgets tab within the Finance Navigation Bar displays budgets related to the matter that have been recorded in Lawtrac. The budget number is a hyperlink that takes you to the budget's detail page. The budget code, firm or vendor, type, frequency, and budget amount are also shown.

Finance: Budgets

To view a list of your matter budgets, select View Budgets.

  • Click a radio button (radio button) to show a list of active budgets, inactive budgets, or both. Click List Budgets to confirm and refresh the page.
  • Under "Options", select the drop-down list to show budgets by type or frequency.
  • Use the arrows brown arrow  in the column headers to filter the arrangement of the list by budget number, fiscal year, firm/vendor, or amount.
  • Click the orange arrow point right at the top right of the screen to be taken back to the Matter record.

Budget List

To edit a budget, click on the budget code from a Matter Budget list. You are redirected to a new page with the budget detail.

For information about initiating a budget, refer to the Firms & Vendors section.

Flag a Budget

Flag a budget by navigating to that budget's detail page, then click Set Flag at the top right of the screen.

Toggle the icon to make the budget active green switch or inactive red switch.

Flag a Budget

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