💡 Frequently Asked Questions
Q: How can I report on my budgets?
You can generate a budget report using the Matter Spend vs. Budget Report. This report allows you to track spend vs. budget for different periodic budget styles. For more details, refer to the Matter Spend vs. Budget Report help article.
Q: How can I report on budgets at a more global level?
For a higher-level overview, use Financial Budgets to compare bottom-up budgets (matter-level) with top-down budgets (financial budgets). The Report Builder’s Matter Spend Report also provides the total budget for both phased and periodic budgets.
Q: Which date types are used for the budget charts?
Budget charts can display pending and approved figures based on either invoice dates or billing period dates. The date type selected determines how budget and spend data are presented in reports..
Q: When editing the budget breakout, how are the numbers auto-calculated after I make a change?
When you change the totals (monthly total, vendor total, or unassigned total), Brightflag proportionally updates the relevant monthly cells.
- If you adjust vendor cells or monthly totals, the system first tries to adjust the unassigned total. If unassigned funds are insufficient, the monthly and/or matter total increases.
- If you adjust unassigned cells, only the monthly totals and matter total will update; vendor-specific amounts remain the same.
- You cannot change the matter total independently—it must be adjusted by modifying individual budget components.
Q: What happens when budget requests are approved in bulk?
When budget requests are approved in bulk, they are applied in the order they were submitted. If multiple requests overlap for a given matter and vendor, the most recently submitted month’s value will be applied.