Documents in Financials

You can add documents, such as bills, invoices or spreadsheets

• to a financial plan or
• to individual line items.

When you do not want to add a file, you may link to a document as an alternative.

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 financial plan - and click on the three-dot-menu.
3. Click on Open Item.
4. In the overlay window, click on 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 to the financial plan, you can access and edit it as described in this help article on InLoox documents.

Add a document to a line item of a financial plan's 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 line item - and click on the edit-icon (pen-icon) to open the sidepanel.
3. In the sidepanel, click on 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 to the financial plan's line item, you can access and edit it as described in this help article on InLoox documents.