Setting Up Accounts

Setting Up Accounts

Account codes help categorize receipts automatically. Import them from your budget, PO log, cost report, or topsheet.

What Are Accounts?

Accounts are account codes from your production accounting system:

• Code: e.g., 4501, 5001

• Description: e.g., "Set Dressing", "Craft Services"

Importing Accounts

1. Go to your production's Accounts tab

2. Click Import Accounts

3. Upload a CSV with columns: Code, Description

4. Review the preview and click Import

CSV Format Example

Code,Description
4501,Set Dressing
4502,Greenery
5001,Craft Services
5002,Catering

How Auto-Categorization Works

When a receipt is submitted:

1. Our AI reads the vendor name and items

2. Matches to likely accounts

3. Suggests the best match to crew

4. Crew confirms or selects different code

Manual Categorization

If auto-categorization isn't working:

1. Open the receipt in your dashboard

2. Click the account dropdown

3. Select the correct code

4. Click Save