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.

 

View-Add Lines to a Budget

Edit line items for invoices that were created either in-house or submitted by an outside counsel.

Lawtrac users who manually create invoices are able to quickly and easily edit line items for invoices that were created either in-house or submitted by an outside counsel.

Note: You are only able to modify line items on invoices that you already have permission to change. All changes made to line items are recorded for audit purposes.

Add a Budget Line

To add lines to a budget:

  1. Go to the budget's detail page.
  2. Under Add A Budget Line in the View/Add Lines tab, select a phase from the drop-down list.
    When a phase has been selected, an optional drop-down list for Task will appear.
  3. Set a budget amount for rate and hours by entering numbers into the appropriate text fields.
    "Comments/Classifications", "Paid by Aliens", and "Paid by Other" information is optional.
  4. Click Add Line to confirm and update.
  • Was this article helpful?