If you have been given budget approval permissions by your site administrator, you can approve or reject an existing budget from your firm/vendor active list on a matter record.
- Select Firms & Vendors in the Team, Firms, Parties section of the Matter Navigation Bar, or go to the Firms & Vendors tab at the top of the matter record.
- Click Active List in the sidebar.
- Click the icon (the far left icon under the Finance column). If the firm or vendor has a budget on file, this icon is blue.
You are then directed to the budget list page.
- Click on the budget number to navigate to the vendor's budget information page.
- At the top of the page, in the Settings tab, select either Approve or Reject from the "Approval Status" drop-down list.
- Click Update to confirm.