This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
BUDGETS: How do I enter a firm budget? View answer
Budgets
BUDGETS: How do I approve a budget? View answer
Law Firm/Vendor: BUDGETS: What should the firm do if the attorneys do not want to enter a budget and a budget is due? View answer
BUDGETS: Who can enter a budget from the firm? View answer
BUDGETS: How do I approve all of my pending budgets at once? View answer
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
BUDGETS: Who has access to view budgets? View answer
BUDGETS: Are budgets required on closed matters? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
BUDGETS: What is a company budget? View answer
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
BUDGETS: Who receives an email notification for budgets pending approval? View answer
BUDGETS: What is a law firm budget? View answer
BUDGETS: What is a departmental budget? View answer
BUDGETS: What happens if I do not approve a budget? View answer
BUDGETS: What does it mean to lock a budget? View answer
BUDGETS: How do I view a budget? View answer
BUDGETS: How do I see the previous budget? View answer
BUDGETS: How do I report on spending to budgets? View answer
BUDGETS: How do I modify an existing reforecast? View answer
BUDGETS: How do I enable firm budgets? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
BUDGETS: How do I edit a budget? View answer
BUDGETS: How can an overdue budget be pending our approval? View answer
BUDGETS: How do I bulk update the budget settings for all matters? View answer
BUDGETS: Are emails sent when a company budget is changed? View answer
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
BUDGETS: Are emails sent when a company budget is due? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
BUDGETS: Can a delegate enter a budget? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
BUDGETS: Can I lock our budget? View answer
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