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Budgets

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 print the accruals calendar, select
      Print
       on the toolbar.
  • From Users > Company Profile - In the
    Budget Requirements
     or
    Status Report Requirements
     section, select
    Budget calendar of events
    .
  • From an open matter - On the matter's Profile tab, select Budget calendar of events.

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.

This article applies to:

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

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