Matter Budgeting
Improve the manageability of the budgeting process by leveraging your budgeting tools to plan projects. With Elite Matter Budgeting, firms can take advantage of Elite Enterprise versatile budgeting capabilities and be able to budget for prospective projects and planning purposes.
- Plan ahead by setting up budgets to monitor a project’s actual investment
- Expand the accessibility of the budgeting process to non-accounting staff
- Improve monitoring of the budget process
Matter Budgeting provides Web-based reporting capabilities for both budgets and budgets versus actual. Its interface offers core Enterprise functionality without having to access Enterprise master files.
- Use Matter Budgeting for prospective matters, with the option to easily transfer prospective matter budgets onto real matters within the Enterprise system
- Leverage the use of Extend for additional monitoring and notification for the budgeting process
- Allow non-accounting staff to set up matter or potential budgets with the Online Matter Budget Tool
- Set up budgeting and monitor to a specific group of users, based on specific business rules
- Ease information gathering by modeling or copying existing budgets
- Get real-time reporting
- Audit budget changes
Contact your Elite account representative by completing the Information Request Form or by calling 323-642-5200.