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Juris® Answer Center

Matter Budgets

  • Updated

Matter budgets are entered from the Matter Budgets panel. The panel includes Fees, Expenses, and Summary sections. Budget values are entered in the Fees and Expenses sections, and the Summary section automatically accumulates those values.

Use Matter Budgets to enter and review budget values for a matter. Budgeting must be enabled on the matter before budget details can be entered.

In this article

Access Matter Budgets

matter budget can be entered when a new matter is created.

To enter a budget while creating a new matter:

  1. On the matter’s Int/Disc panel, select Enable Budgeting.
  2. Save the matter.
  3. When Juris asks Do You Want To Enter The Budget Now?, select one of the following options:
    • Yes to open the Matter Budgets panel.
    • No to continue without entering the budget.

To open budget settings for an existing matter:

  1. Select the matter’s Int/Disc tab.
  2. Select Enable Budgeting.

  3. Select Tools > Edit Budgets.

Matter Budgets panel

The Matter Budgets panel contains three sections:

  • Fees
  • Expenses
  • Summary

Budget values are entered in the Fees and Expenses sections.

Enter a fees budget line

  1. Type a budget phase number.
  2. Add one or more of the following codes for the budget line:
    • TaskCd: Task Code
    • ActyCd: Activity Code
    • PersType: Personnel Type

    • Timekeeper

  3. Enter the budgeted values, such as Budgeted Hours and Budgeted Fees.
  4. Click the Save icon.

A separate budget line can be created for each timekeeper, timekeeper/activity code, timekeeper/task code, or similar combination.

It is not necessary to enter both a Personnel Type and Timekeeper, because they are mutually exclusive.

Juris automatically accumulates Hours Worked, Fees Worked, Hours Billed, and Fees Billed values as time transactions are posted and billed.

Additional columns are available in the Fees section. Use the slide bar at the bottom of the Fees section to view additional columns.

Enter an expense budget line

  1. Type a budget phase number.
  2. Enter one or both of the following codes:
    • Task Code
    • Expense Code
  3. Enter the Budgeted Expenses.
  4. Click the Save icon.

Juris automatically accumulates Expenses Incurred and Expenses Billed values as expense transactions are posted and billed.

If fee or expense transactions are entered using codes that are not currently addressed on the Matter Budgets panel, Juris creates a new fee or expense budget line. The new line accumulates worked, billed, incurred, and billed values as applicable.

Summary section

The Summary section automatically accumulates values entered in the Fees and Expenses sections.