How to renew budgets?

After creating your matters, in the menu « Clients / Matters > Budget renewal »:

  • Select the companies concerned, and the clients for which you want to renew budgets
  • Select the matter code to renew, then the destination matter code
  • Define the origin of this creation (budgets / realized), the data to be created (times / costs / invoicing), and any increases in the amounts of the invoicing budgets to be created
  • If necessary, restrict the period of the data to be renewed
  • Indicate the offset in months to be applied during the renewal. A 12-month shift allows budgets to be copied from one year to another. PS: You can also renew billing budgets on themselves (source matter = target matter) by indicating a shift of 0 months, in order to increase them without further modification.
  • Then click on "Send".
Tempolia screenshot: The renewal form used to choose the scope and copy options.
The renewal form used to choose the scope and copy options.
Tempolia screenshot: Renewed time budgets.
Renewed time budgets.
Tempolia screenshot: Renewed billing budgets.
Renewed billing budgets.

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