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Budget Review

Budgets are created for a matter record by a firm or vendor and determined by phase and task type.


To review the budget for a matter:

  1. Select the Budget Review tab at the bottom of an invoice's detail page. The budget summary does not list individual budget line items.
  2. Click the arrow right to view budget summary.


To view the firm/vendor's budget and line item detail:

  1. Navigate to the matter record with which the invoice is associated and access the Budgets hyperlink in the Finance Navigation Bar.
  2. Go to the View/Add Lines tab within the firm/vendor's budget information page.


To initiate a budget for a firm or vendor from within a matter record:

  1. Access the Team, Firms, Parties hyperlink in the Matter Navigation Bar.
  2. Click Firms & Companies.
  3. Select the budget icon.


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