The Breakdown: Fiscal Years hyperlink provides you with a matter finance review. This screen displays core financial activity for the matter, including but not limited to actual year-to-date for both the current and prior year, and active budgets. Additionally, total amount spent by assigned firms/vendors is included.
To view reserves organized by fiscal years in a bar chart, select Breakdown: Fiscal Years in the Reserves tab from the Finance Navigation Bar.
To edit a reserve:
- Click the icon.
The information opens on the right.
- Change the classification and/or fiscal year by selecting an option from the drop-down list.
- Change the amount and/or reserve date by typing into the text boxes.
- Add any comments to the appropriate text field.
- Click Save Reserve Amount to keep changes, or click to cancel and exit.
Select the icon to delete the record.