Budgets provide authorization context across case work. They are separate from the records used to document and bill that work.
Case services classify the work performed. Billable services can participate in budget checks. Available services depend on the case type, while client billing rates and staff pay rates are configured separately.
A task can link to a Service, which connects it to service and budget context. Events do not use the same direct Service field. Record results in updates and actual time or expenses through the appropriate workflow.
A hard cap can affect a service-linked task. If the app offers saving without a service, that changes the task's service and budget linkage; it is not authorization to perform unapproved billable work.
Review dates, quantities, rates, service context, and approval state when investigating budget consumption or a blocked entry. Correct errors through the appropriate financial workflow.
Increasing a budget does not create an invoice or charge a client. Paying an invoice or adding a retainer does not itself increase authorized hours or money. Review budget limits separately from billing and payment balances.
Check current consumption and anticipated remaining work, obtain any required approval, and record the resulting budget change before relying on the new allowance.