How are vendor budget requests handled?

Vendor budget requests can be submitted for each month or each fiscal quarter. These requests can only be made for current or future months and are not restricted by the budget end date you have set. Once approved, the requested months and quarters are updated on the matter budget, replacing the existing amounts.

For quarterly budget requests, the budget is split evenly across months, with any remainder added to the final month of the quarter. When requests are approved in a batch, all requests in that batch are applied in the order they were submitted. If the months overlap for a given matter and vendor, the most recently submitted month’s value is applied.