Budgeting helps your firm plan and monitor financial activity by creating budgets, setting permissions, working with budget types, importing and exporting budget information, and managing budget details over time.
Use the topics below to learn more about each part of the budgeting workflow.
- 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