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The Budgets tab in General Report shows budget line items that occur in a matter record. If you are not associated with any budgets, this tab may not appear.

Click on the budget number to be redirected to that vendor/firm's budget information page.


Budgets can be initiated from within a matter record by accessing the Firms & Vendors tab and clicking the budgets_hmfile_hash_9af0c542.png icon. Additional information can be found in My Matters under Initiating a Budget.

Add line items to a budget by selecting the budget number and navigating to the View/Add Lines tab.

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