Juris Suite Budgeting tools can help you manage your firm's flow of money. Setting budgets, forecasting profits, and monitoring expenses are just a few tools that can be used. Click on the links below to learn more.
- Budget - Getting Started
- Types of Budgets
- Setting Budget Permissions
-
Creating a New Budget
- Timekeeper Budget
- General Ledger Budget
- Client/Matter Budget
- Adding a New Client Matter Phase
- Update Phase Details
- Advanced Options
- Adding and Deleting Rows
- Alternating Row Color
- Applying the Spread
- Creating a User Defined Spread
- Applying the Balance
- Adding Notes and Attachments to Budgets
- Archiving a Budget
- Get Original Name
- Adding Additional Rows
- Update Actuals from Juris
- Update Timekeeper Values
- Deleting a Budget
- Importing Payroll
- Deleting Payroll
- Copying a Budget
- Back To My Budgets
- Printing a Budget
- Deleting a Budget
- Setting the Budget as Current
- Exporting a Budget
- Importing a Budget
- XLS Templates
- Locking and Unlocking Past Periods