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Why does the Matter Budget in the Matter Dashboard Appear Empty?

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:

  1. Click on the green 'Create New' button at the top-right of the screen
  2. 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
  3. Matter budget will now show the dollar value of expenses and the remaining amount in budget.

 

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