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Practice Management: Unable to view or apply budgets

Only the Fee Earner list and the Calendar grid is viewable

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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