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Practice Management: Unable to view or apply budgets

Only the Fee Earner list and the Calendar grid is viewable

Updated over a month ago

To be able to access, edit or apply budget in the Budget console, you will need to have completed the Financial Periods in the Calendar for the year.
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Follow the below steps:

  1. Go to Timesheet Administration.

  2. Click Timesheet menu.

  3. Click Period.

  4. From Financial Periods, click on the Status drop down arrow and select Completed.

  5. Note: Make sure that the Holiday is set up correctly before completing the status.

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