The AdvoLogix Budget Summary⚡component provides a simple holistic view of your budget, with quick action buttons to add fee and expense details to your budget and the ability to easily batch add or edit details. This component has an action button to convert the budget summary into a batch edit interface for easier access to generate your budget details.
Using Batch Edit Mode for Budget Summary
- Displaying financial summary badges for Total Fees, Total Expenses, and Total Budget from all the budget details.
- Actions button bar:
- List Builder action menu to allow customization of the batch edit table with the ability to choose your columns.
- Refresh button to reload the latest budget details.
- Populate Rates From Matter button to populate rates from the matter associated with your budget.
- Batch Edit tabular grid displays fields as editable rows for all the budget details from your budget.
- The Save and Cancel button bar allows you to save all the changes to your budget details or to cancel the changes and revert to the Budget Summary view.
- Row action buttons:
- Remove the button to remove the specific budget detail from your budget.
- Add a button to add a new row for fresh entry of budget details to your budget.
The Populate Rates From Matter button retrieves default rates from the matter.