In this course, you will learn how Juris Suite Budgeting
can assist in managing your firm's flow of money by creating a budget and
familiarize yourself with budgeting options in the module.
Table of Contents:
- Creating
a Budget
- Budgeting
Overview
- Budget
Types
- Client
Matter Phase
- Advanced
Options
- Customizing
the Budget
- Applying
the Spread
- Applying
the Balance
- Adding
Notes and Attachments
- Updating
Actuals
- Importing
and Deleting Payrolls
- Budgeting
Options
- Copying
Budgets
- Archiving
Budgets
- Deleting
Budgets
- Budget
Reports
- Printing
Reports
- Importing
& Exporting Budgets
- Locking
& Unlocking Past Periods