The Actions and Options menu on the Budget document offers the following choices after you save:
Note: If your site is integrated, Spitfire links to Microsoft Dynamics SL or Acumatica ERP.
Categories:
Related Post
Items Tab: Edit Items Via ExcelItems Tab: Edit Items Via Excel
Once you have at least one Item on a document, you can choose to change your existing Items and/or add Items to your document through Excel using the Via Excel
Attachment CloningAttachment Cloning
Normally when you copy a document and its attachment, the attached file on the copied document is the same file as the original. If changes are made to the file
Compliance LogCompliance Log
The Compliance Log lists all compliances being tracked in your projects. You can filter the report. To open the Compliance Log: Click Site Menu | Report Browser. From the Report