If you are using the e-billing features of Collaborati Spend Management (CSM), you can send budget requests to your vendors and receive their responses.

If a budget contains codes, the vendor will only see the codes that they are authorized to use, and only the budgets at the lowest level of code hierarchy. See Vendor Billing Codes and Tax Codes in the Collaborati Spend Management Administrator Help for more information.

You can budget by any method; for example, life of matter, yearly, quarterly, monthly, or with or without codes. The only requirements are that Vendor is a parameter in the budget, and that the vendor is an involved party in the matter record as a CSM E-Billing role.