How to allocate the Matter Budget to an Invoice?

To create a Matter

1. Go to Matters >> Select New
   • Select Matter Type from the drop-down.
   • Select Matter Sub-type from the drop- down.
   • Click Next.
2. Enter all the fields General Information
3. Enter Legal Staff Assignees
   • Enter Involved Parties details (Party Name and Default Role).
   • Click Add
   • Click Finish.
4. Now go to Budgets >> Click Create Budget >> Select Budget Template (Quarterly Budgets) from the drop-down list.
5. Click Next.
6. From Select Time Period
   • Select Fiscal year from the drop-down list
   • Select Budget Start Date
   • Select Vendor
   • Click Next
7. Enter amount in Allocation column.
8. Click Finish.
9. Budget Information page appears with Budget Line items.

Creating an Invoice with Matter Budget Insight

To create an invoice manually

1. Click the All tab, click Invoice option.

1. Click New Invoice.

3. On the General page, the following fields from Invoice Header section are required:
   • Invoice Number
   • Vendor—Click the Search Contacts icon to select a vendor contact.
   • Invoice Date—Click the Calendar icon next to this field to select the date when the invoice was issued.
   • Select Matter from search in Invoice Details (If Matter already exists, enter first three letters and select from the Matter from the list).
   • Click Next.

4. Enter all the fields in Line Items

5. Click Add.
6. A new line item appears in the Line Item grid.

5. Click Save & Close.

To view the Matter Budget Insight tab,

1. Click Post button.

2. A Notification message appears.

3. After posting an Invoice, the Matter Budget Insight grid appears.

• Selected Budget Amount: Displays the Selected budget.
• Spend Against Selected Budget: Displays the spent budget.
• With this Invoice Approved: Displays total approved budget of the invoice.
• With all Pending Invoices Approved: Displays the number of pending invoices approved.
• This Invoice amount: Displays the total matter budget of the Invoice.
• Matter Opened: Displays the created date of the Matter.
• Matter Age: Displays the Matter Age of the Matter.
• Average Monthly Spend: Displays the Amount approved / Number of months.
•  Showing Budget for drop-down field with the following values:
  • All - Consolidated budget view of months, quarters & years.
  • Monthly - Displays the monthly budgets as per the current Invoice.
  • Quarterly - Displays the quarterly budgets as per the current Invoice.
  • Yearly - Displays the yearly budgets as per the current Invoice.
• Clicking any of the bar charts, the system reacts and updates the value on the horizontal bar chart on the right side. Change is displayed as the vertical line indicator appearing to point at the position on the right bar chart where the value is represented.

Matter Budget Insight Error Messages

1. When the user/reviewer is looking at an invoice that has more than one matter's line items in it, the system displays an error message as

"Matter Budget Insights is not available for invoices with line items from more than one matter.

Invoices with line items from more than one matter (Multi-Matter Invoices) can be automatically rejected, globally, by a TeamConnect system administrator in Setup >> Invoice Validation Rule Setting >> CSM (Validation) - Do Not Allow Multi-Matter Invoice except Line Item Projects with Specified Project Categories.

For more information, contact Mitratech Support."**

2. If user/reviewers are unable to locate a budget for the matter, the system displays an error message in the Matter Budget Insights block

"Matter Budget Insights is not available for invoices with no budget configured."

3. If ANY of the line items are missing in a matter assignment, then hide the panel and display the below error message:

"Matter Budget Insights is not available for invoices which contain line items not associated with a matter."