Process manual

Where Budget › Concepts › wand icon

Steps

1. Open the budget tree and click the wand icon.
2. Type or dictate the request, for example “what are the 5 most expensive items?”.
3. You can attach .xlsx, .xlsm, .xls or .csv files with the client's measurements and ask it to load the budget.
4. Review the result. If you are not happy with it, click Undo.
5. Click UPD before producing reports.