BuildBook

This article covers the Financials Tab (formerly the Budget Tab) that tracks the financial information for your Project.

Managing Financials

Create, edit and manage your Project's Budget

How to print your Budget or export to Excel

Log and track bills, receipts, and more in your budget!

How to create Bills or Expenses to track Project Cost

Splitting Bills & Expenses gives you a way to add multiple Budget items or Projects to a single Bill or Expense.

Import transactions from bookkeeping software or financial institutions to create on-the-fly expenses.

Create professional change orders to send to your clients for approval

How to request approvals from your Clients on a Change Order.

How to create, share and manage Invoices.

How to share an Invoice using the different options we provide!

Learn everything there is to know about Project Financials including Budgets, Invoicing and tracking your Project's cost.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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