The Funds view displays Funds that have one or more invoices associated with the Case. New funds are created in the Accounting Tab > Funds view.
NOTE: You must have at least Enabled permissions to the Case > Value Tab and Accounting > Funds Tab.
When the Case Budget is enabled in the Case Type, the Case Budget widget will display at the top of the Funds view.
The Case Budget bar (Amount Spent) will automatically increase or decrease as Value items with the corresponding Fees or Fees and Costs Value Code Type are calculated using the following fields from the Value entry:
Amount Spent = Sum of Value Items Total Amount (Debit only) +/- Reduction amounts +/- Adjustments (Debits = subtraction or Credit = addition)
Fees: Attorney Fees, Fixed Fees, and Time.
Fees and Costs: (Attorney Fees, Fixed Fees, Time), Case Expenses, Due to Firm, Travel, and Debt Pay.
With Modify permissions to Case > Case Budget, the pencil icon will display to the right of the Case Budget. When clicked, the following changes can be made on the Set Case Budget window.
The Case Budget will be recalculated when changes are made to Value items, Value Transactions, billable Time entries that display on the Value Tab, or a Phone Call that displays as billable Time and on the Value Tab.
The Case Budget state will display blue, orange, or red based on the total spent out of the Budget Limit. If a Warning Threshold has been enabled, the percentage will display, followed by the amount remaining of the Budget Limit.
A notification can be triggered to all staff in the Case either in Neos only or both Neos and Email when a Case has reached the warning threshold and is over budget. Clicking the notification in Neos will take you to the Value Tab in the Case.
Neos
Warning budget threshold reached
Case over budget
