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Juris Suite® Answer Center

Creating a Client Matter Budget

  • Updated

To create a Client Matter Budget:

  1. While in the Budgeting function, click the New Budget button on the Budget tool ribbon and select New Client Matter Budget.

  2. Select a Client. You can enter the Client Number directly or you can click the ellipses button to select from the client listings.


    You can utilize the buttons at the top of the Choose/Client Matter window toggle search preferences including: Search by Clients, Search by Matters, Return All Matters (locked and unlocked), Matters that are open, Matters that allow time, and Matters that allow expenses.

    You can also click on the Starts With and Numeric buttons to toggle search category criteria. Starts With > Contains and Numeric > Contains

  3. After you have selected the Client, you can also select the Matter. To simplify the process, select both Client and Matter.
  4. Enter a Budget Name in the Budget Name field.
  5. Enter a Budget Code. The field is used for provide a quick explanation when displayed on the My Budgets listings. An example could be, "First Quarter GL budget for the main office."
  6. Enter a Budget Description. This field is used for provide a quick explanation when displayed on the My Budgets listings. An example could be, "First Quarter GL budget for the main office.
  7. Select the Budget Year from the combo box. You can also enter it manually or accept the default.
  8. Select Additional Views when appropriate or you can leave the defaults. There are two choices, Expense View and Fee View. The default is that both are checked. These are toggle boxes to enable/disable the ability to select Task Codes and Expense Codes.
  9. Select the Task Codes and Expense Codes, if applicable, you want to include in the budget.

  10. If you are using Phases in your Client Matters, you may want to enable the Budget uses Phases check box by placing a check in it. By doing so, you also enable the Phase Name, Phase Number, Start and End Date. To learn more about Client Matter Phases, click here.

    You cannot add Phases to a budget if you have not set up the budget initially to include Phases. If you do not include phases when creating the budget, you cannot add them later. If you do include phases in the Client Matter Budget, you can create additional phases later. Click here to learn how to add phases to budgets.

  11. Click the OK button once you have completed entering the data for the new Client Matter budget.

  12. The newly created budget will be displayed.

Be aware of the scroll bars within the budget display. Some of the Budget Codes are expanded in the image above. This is performed by clicking on the small plus sign next to the Budget or Expense code. The scroll bars allow you to move throughout the time period to view pertinent information.

It is best practice to save the budget after you have created it. Click the Save button on the Budget tool ribbon. Click the OK button after the save has completed.