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Mitratech Success Center

How do I set up Accounts? What is the Create Fiscal Budget Tool?

After installing TeamConnect Legal Matter Management, you will need to configure your Accounts. First, check the Legal Preferences

The Legal Preferences Tool lets you set the way that you budget. Budgets appear on the Budgets page for a Dispute or Transactions matter.
You can set the following preferences:

  • Start of the fiscal year
  • The budget period, such as by Fiscal Period or Life of Matter
  • Which budget types are automatically created for disputes and transactions
  • Posting Rules 
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