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Budget requests must use the same currency as the matter.

The currency is set at the matter level and cannot be changed during submission.

If the currency is incorrect, contact your client to request a matter update.

Can I Change the Currency When Submitting a Budget Request?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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