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Budgets Q&A

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Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer

Law Firm/Vendor, Budgets

BUDGETS: Who has access to view budgets? View answer

BUDGETS: What is a budget reforecast? View answer

BUDGETS: How do I see the previous budget? View answer

BUDGETS: How do I report on budgets by matter group? View answer

Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer

Law Firm/Vendor, Budgets

BUDGETS: How do I lock our budget? 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 is due? View answer

BUDGETS: How do I report on multiple versions of a budget? View answer

BUDGETS: How do I delete a firm budget? View answer

BUDGETS: Do budgets impact task code alerts? View answer

Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer

Law Firm/Vendor, Budgets

BUDGETS: What is a departmental budget? View answer

Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer

Law Firm/Vendor, Budgets

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

Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer

Law Firm/Vendor, Budgets

BUDGETS: Can a delegate enter a budget? View answer

BUDGETS: How do I report on budgets for a specific time period? View answer

BUDGETS: What does it mean to lock a budget? View answer

BUDGETS: How do I change the law firm budget default options? View answer

BUDGETS: Are budgets required on closed matters? View answer

BUDGETS: How can an overdue budget be pending our approval? View answer

Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: Who at the firm receives notice that a budget is due? View answer

Law Firm/Vendor, Budgets

BUDGETS: How do I report on budgets by organizational unit or practice group? View answer

BUDGETS: What is a law firm budget? View answer

BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer

BUDGETS: How do I modify an existing reforecast? View answer

BUDGETS: Are emails sent when a company budget is due? View answer

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