InLoox PM enables to create, send, and follow up project-oriented offers and invoices. Also, ongoing Billing is possible based on project time tracking. Automatic billing numeration avoids forgetting any expenses or charging them twice.
Open an existing project with the budget.
For more information on how to create a budget, see Create and edit a budget.
Issue a report to each budget document and send it as a document via email.
In the Create Reports group click Create Report, in the New Report dialog box, in the Report tab choose a template from the Use this template drop-down list. Filter the data you wish in the Budgets tab and then click Create.
For more information on how to issue a report and adjust the data, see Create a report.
In the Reports group choose a report you want from the gallery view, e.g. Offer. In the Print Options dialog box choose the output format, e.g. Excel, PDF or Word document. Click Start.
Such report templates as Expenses / Revenues, Budget overview or Transaction list are included into the standard delivery.
For more information on how to add new budget template to the InLoox PM system, see Manage report templates.