'I want to see a list of matters with budgets' Report Key
This report will display all matters that have a budget established. A budget can be set for a matter in the 'Edit Matter' page under 'Billing information'. This report will calculate the remaining budget based on what has been budgeted and billed but does not factor in costs.
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Report Columns
Client: The client the matter with the budget belongs to.
Matter: The matter that has a budget established.
Budgeted: The amount set for the matter budget.
Time Billed: This value of any billable time added to the matter, whether it has been invoiced or not. Costs are not factored.
Remaining: The budgeted amount minus the “Time Billed”.