Question:
- Why does the matter budget appear as an empty bar in the matter dashboard?
Environment:
- Clio Manage
Additional Information:
n/a
Resolution:
• You will need to create expenses/time entries for the budget bar on the dashboard to be populated. For this:
- Click on the green 'Create New' button at the top-right of the screen
- Select Time, or Expense Entry and record it.
- Alternatively, this can be done from the main 'Activities' section on the left-side of Clio
- Click on either new time or new expense
- Record an expense or time entry
- Matter budget will now show the dollar value of expenses and the remaining amount in budget.