Finance documents in Pulse are
- Estimates
- Purchase Orders
- Invoices
These Finance Documents can be generated from within Pulse.
Finance documents are a special type of document in Pulse – they exist as both:
- the “data” and calculations associated with the particular document, found in the Finances tab
- the generated PDF document (or documents – as there may be versions of a finance document), which is stored in the “FINANCE” folder of the Projects Files tab
This PDF version of the financial document that is saved to the Projects Files tab – like other forms of documents – can be shared and can be assigned an approval workflow.