To view and update the details of an existing budget:


  1. Go the Finance tab > Budgets
  2. Click on the Budget you want to view

 

Budget information is split into four sections.


  • Budget Details
  • Budget Overview
  • Cases in Budget
  • Charges in Budget

Budget Details



The following details are available to view/update:


Field

Description

Name

Add a description for the purpose/cases/client the budget is relevant to.

Notes

(Optional) Record any information relevant to the budget. E.g. agreements with the client.

Start Date/End Date 

(Optional) Enter a date period where this budget is valid.

Amount

Enter the full amount of the budget.

Include VAT in Amount

Specify if VAT should be included within the budget amount.

Managed By

Select a user that will be responsible for monitoring the budget.

Active

Tick to make the budget available on the relevant cases.

 

Click ‘Update’ to save any changes.


Budget Overview



This section displays a doughnut chart of charges that have been allocated to the budget to enable users to track whether you are within budget.


Information

Description

Billed

Charges that have been invoiced. Displayed in Red.

Allocated (not billed)

Charges allocated to the budget that have not been invoiced. Displayed in Orange.

Available

Remaining amount of the budget that can be used.

 


Cases in Budget



This section lists all cases that are allocated to the budget with an overview of the following information:

 

Information

Description

Case Ref

This is the case code and is a link to view the case Details.

Short Title

This displays the short title of the case.

Category

This indicates the category of the case.

Client

This displays the name of the client of the case and is a link to view the details in the Address Book.

 

Next to each case there is a red ‘Remove’ button to remove the case from the budget. This removes the case immediately.

Note: This does not delete the case from Equinox.

 


Charges in Budget



This section lists all charges that are allocated to the budget with an overview of the following information:


Information

Description

Case

This is the case code and is a link to view the case Details.

Date

This displays the date of the charge.

Description

This displays the description of the charge.

Category

This displays the category of the charge (Time/Fixed/Cost).

Billed

This indicates if the charge has been invoiced (Yes/No).

Vat Applicable

This indicates if VAT will be added to the charge.

 

Next to each charge, there is a red ‘Remove’ button to remove the charge from the budget. This removes the charge immediately.


Note: This does not delete the charge from Equinox. The charge will still be visible on the case.