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Budget items in InLoox 9


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Budget items

Creating budget item templates allows you to use the template if you want to bill the same activity again. This will save you time as you won’t have to create a new budget item. 

InLoox Options - Budget Items Template

To create a new budget item template follow these steps:

1. Go to InLoox Options and then in the panel on the left navigate to Budgets >> Templates >> Budget Items

2. Click on New to create a new budget item template. 

3. You can edit the information of your new budget item template in the new dialog window:

InLoox Options - Create new budget item template

4.Click OK to save your new budget item template.