Answer
Nov 13, 2016 - 08:03 AM
To change how budget audits are calculated:
1. Click into the appropriate Matter Type Template.
2. In the LF Matter Budget - Activate over-budget auditing field, select the Time Period for Comparison. The choices are: Quarter - to - date, Total for Quarter, Fiscal Year - to - date, Total for fiscal year, , Cumulative-to-date and Total for matter. The time period selection will control the amount audited against, regardless of how the budget is broken down, unless it is a phased budget and the Respect Phase-based Budget option is selected.
1. Click into the appropriate Matter Type Template.
2. In the LF Matter Budget - Activate over-budget auditing field, select the Time Period for Comparison. The choices are: Quarter - to - date, Total for Quarter, Fiscal Year - to - date, Total for fiscal year, , Cumulative-to-date and Total for matter. The time period selection will control the amount audited against, regardless of how the budget is broken down, unless it is a phased budget and the Respect Phase-based Budget option is selected.
