In Apperio you have the ability to organise matters into folders and from here, the spend on each folder can be tracked by setting folder budgets. You can create and assign any name to your budget across a chosen time period. For example, you can configure a budget to track your spend over the financial or calendar year of your business.
Alternatively you can set budgets for each department or team across your business, which can then be monitored in Apperio. When tracking a folder against a budget you are able to determine whether it will be exceeded (once all unbilled time is billed) and take action before your invoices are received.
Select Budgets from the Apperio to view a list of all budgets and their relative amounts.
To quickly find a budget, use the filters at the top of the page. Enter the budget name using the search tool, or select a folder from the folder drop down list.
Click on the budget name to view the budget in more detail.
To create a budget click on New Budget on the top right.
You will then be directed to the New budget page where you can enter the details of the budget and set the budget amount.
Select Set Budget to save the budget in Apperio.
Alongside setting budgets on folders you can also set matter budgets. To learn more about using budgets to manage your spend click here.