How to Add Your Company
In this example, we want to add your company to the "Event Planner" category. Click Add Budget Item.
In the context of a Budget, your company is considered a "Vendor". Click the Link Vendor Button.
Your company is automatically added to every project as a vendor. Select your company from the vendor dropdown. You'll see (Your Company) in the dropdown.
Now that Budget Item is linked to your company. For quick reference, you'll see the Star Icon for any Budget Item that's been linked to your company.
Adding Your Invoice to the Budget
When a Budget Item is linked to your company, you can Attach Your Invoice to the Budget.