Yes. It’s possible to hide materials that are part of a fixed budget but still include them in the total amount your client sees.

If they have the appropriate access permissions, some users can view budgets in the client portal. This can be useful in that it saves your team from having to answer excess questions. For example, if your client would like to view how much time they have remaining on this month’s retainer budget, they can log into the portal instead of reaching out to your team.

Yes. You can choose to set up a retainer so that both negative and positive budgets roll over.

To experience the full capability of Accelo, we encourage you to start with a demo of the suite of solutions that will transform the way your team collaborates and manages projects. Our team is committed to answer questions about how the platform will work specifically for your business.