Documents in Financials

You can add documents — such as bills, invoices, or spreadsheets — to:

• A financial plan, or
• Individual line items.

If you do not want to upload a file, you can add a link to a document instead.

Add a Document to a Financial Plan

1. Open a project and click on the Financials tab.
2. Select a financial plan (or create a new one) and click the three-dot menu.
3. Click Open Item.
4. In the overlay window, click Add document.
5. You can now either Add a document as a file from your file storage, select a file already uploaded to your project documents, or Add a link to a document.

Once the document is added, you can access and edit it as described in the help article on InLoox documents.

Add a Document to a Line Item

1. Open a project and click on the Financials tab.
2. Select a financial plan, then select a line item (or create a new one) and click the edit icon (pen icon) to open the side panel.
3. In the side panel, click Add document and then either Add a document as a file, select one from the documents list, or Add a link to a document.

Once the document is added, you can access and edit it as described in the help article on InLoox documents.