Matter Budgets

  • Updated

"Does Orion allow for setting up budgets by Matter?"

Yes, Orion allows for budgets by Matter.

Go to File Maintenance Manager and open the Client-Matter record for which you want to enter a budget.

Go to the Billing Options Tab. At the bottom of that Tab, there will be budget fields that you can fill in for hours, fees, and expenses.

Click Save and Close.

Budgets are presented on the Matter Budget Report (Client-Matter Reports) and the Matter Status Budget Tab.


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