BuildBook

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

Managing Financials

Send requests to your clients to approve or decline a Selection

Log and track invoices, receipts, and more in your budget

How to print your Budget or export to Excel

Use Selection Categories and Items to track important client decisions

How to print and save Selections as a PDF

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you