Budgets - Clio Operate

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Configuring Budget Structures

Once the case accounting structure is defined you can begin to create budgets. Budgets can be created for many purposes including: Track internal costs...

First posted: April 21st, 2022 1918 views 1 likes
Configuring the display of budgets on your portals

There are several new portal widgets available in Finance V2.0 to enable you to customise your budget display These include the following Budget Analytics...

First posted: July 15th, 2022 1381 views 0 likes
Configuring Budget Positions and Display Settings

We refer to the columns that are displayed on your budgets as the Positions or Budget Positions. A number of positions already exist. When...

First posted: July 15th, 2022 1530 views 1 likes
Using Data composer with budgets

As part of Finance V2.0 we have extended Data Composer support for Budgets enabling you to create documents outlining your budget position. Once budgets...

First posted: July 15th, 2022 1466 views 0 likes