How to Submit a Budget Request Manually/ Request Approval of a Budget

Ciara Clooney
Ciara Clooney
  • Updated

1. Navigate to Menu > Matters > View Matters.
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2. Click on the Matter Reference for the matter you want to update.

3. Click on the Request Budget tab.mceclip1.png

4. Choose the year for which you are submitting the budget request. Please note that past years and quarters cannot be edited. 

5. Provide the budget amounts for that year, broken down by quarter. 

6. Click Request Budget to complete the submission.

Important Note: You will receive an email notification when your budget request is approved or rejected.

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