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This article applies to:

  • Product: Legal Tracker
  • Subject: Budget
  • Audiences: Company

Budget calendar

The budgets calendar shows due dates for budgets and status reports. Due dates for accruals, budgets, and status reports are typically linked so that workflows are consolidated. For example, if a status report and budget are due in the same month, they have the same due dates.
note
The dates on the Budget calendar page show a general timeline of when required actions become due, not which events are required for a specific matter. The due dates are default dates. Consequently, there may be situations where due dates are not required for a matter but the schedule shows that they are due.

Open the budgets calendar

There are several ways to open the budgets calendar:
  • From Home > Budget schedule - Opens the Budget calendar, showing due dates for budgets and status reports.
    • To edit the accruals calendar, select Edit on the toolbar.
    • To print the accruals calendar, select the three small dots and select Edit from the list of options.
  • From Users > Company Profile - Next to Calendar of Events, select Budget calendar of events.
  • From an open matter - On the matter's Profile tab, select Budget calendar of events.
  • From the Settings page - In the eBilling & Financial Setup section, select Budget calendar.

Edit the budget calendar

Company system administrators can edit the calendar of events for their organizations. You can apply default values that apply to all months, or update options for individual calendar months.
note
All dates relate to the company input cutoff date. Consequently, you should first edit the cutoff date, then edit the input days for the company, then enter the firm input days.
Set default due dates for budgets
If you want to have the same budgets calendar for each month in a fiscal year, you can edit the values in the fields in the Default section.
  1. Open the budgets calendar in edit mode.
  2. In the Default section, type the values in the Cutoff Date, Input Days, and Remind Days fields.
    note
    All dates relate to the company input cutoff date. Consequently, you should first edit the cutoff date, then edit the input days for the company, then enter the firm input days.
  3. Click Apply default.
  4. On the toolbar, select Save & close.
Set budget due dates per month
If you do not want to use the same due dates for all months in a year, you can specify cutoff dates, input days and reminder days for each month, for the company and the law firm.
  1. Open the budgets calendar in edit mode.
    1. Next to each month type the values in the Cutoff Date, Input Days, and Remind Days fields. Use the fields provided to enter the dates for the firm and company.
      1. On the toolbar, select Save & close.

Fields

Field
Description
Events
Always displays
Unbilled Amount
 or
None
Firm Input START
The first day that firms or vendors can enter information for that month. On the day specified here:
  • Dashboard alerts are shown to vendors
  • Emails are sent to the vendors' matter participants and to vendor primary contacts, notifying them that they should now begin entering the required information in Tracker.
  • As of 12:00 am Pacific Time the vendor is no longer able to post invoices to a matter unless it has completed all of the incomplete tasks for that matter.
Firm Email REMINDER
If the firm or vendor has any matters with incomplete actions, a reminder email will be sent to the matter participants for those matters.
Firm Input DUE
The date by which the firm or vendor is requested to complete the incomplete tasks. With respect to posting unbilled time, vendors are not allowed to post unbilled time after this date.
Co. Input START
If there is company review/entry required for a particular action, this is the first day that the responsible company users can approve or edit the information. On this day dashboard alerts are shown to the company responsible users, and emails are sent notifying them that they should now begin approving or editing the information that is required.
Co. Email REMINDER
If a company responsible user has any matters with incomplete actions, a reminder email will be sent to that user.
Co. Input CUTOFF
Displays the date that company users are no longer able to approve or edit the required information.

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