Feature Requests

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Add Plan Task Budgets to Budget Reporting

Using Plan tasks to create yearly budgets instead of only having life of matter budget. Budgets created for Plan Tasks will not show on reports. Want to be able to create yearly budgets this way and then have those budgets all report in one place rather than checking budgets individually under each client/matter

Currently Budget report only shows the "Matter" budget and no other budgets created under the matter, should show all budgets.

  • Robert Hurst
  • Aug 5 2025
Feature Request
How often would you use this request?

Weekly to track budgets

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