BUDGETS, ACCRUALS & FILES

BUDGETS

• Budgets List Page
• Budget Proposal Requests QuickStart Guide
• Reviewing & Resubmitting Rejected Budget Proposals
• Submitting Budget Refreshes
• What are Budget Phases?

ACCRUALS

• Submitting Accruals (Unbilled Estimates)
• Assigning Accruals Contacts

GENERAL FILE SHARING

• Sharing General Files with Clients
• Viewing General Files Shared by Clients
• General File Sharing Permissions

BUDGETS, ACCRUALS & FILES FAQs

• How do we add users to receive accrual requests?
• Can I edit a budget proposal after it is submitted?
• What if we don't have any unbilled work to report for an accruals request?
• Can we have more than one accruals contact for a client?
• Where do I find files shared by a client?
• Who can see the files I share with a client?

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