Overview:
The Finances Module is a comprehensive system designed to help corporations track, forecast, and manage legal expenses. This tool is essential for organizations seeking to improve financial oversight of their legal matters, streamline invoice reviews, and stay on budget.

Purpose:
Finances helps organizations:

• Review and approve law firm invoices.
• Report on actuals categorized by law firm, billing code, billing type (fee or expense), matter, or any other field.
• Import historical and ongoing actuals data.
• Forecast costs to predict future spending.
   

Key Functions in Finances:

1. Expense Tracking: Monitor spending across law firms, matters, and tasks.
2. Forecasting: Predict future expenditures based on matter properties and tasks.
3. Invoice Management: Import, review, and approve invoices with configurable workflows.
4. Budget Management: Configure budgets to compare with actuals and forecasts.
5. Signature Authorities: Define approval workflows based on invoice amount.

Navigation:
Finances includes the following components:

• Simple Finances Setup for a Law Firm
• Forecast Rules
• Budgets
• Signature Authorities
• Forecasts (Viewing, Filtering, Exporting)
• Invoice Importing
• Invoice Review