Setting Up Budget Lines
Budget lines help categorize receipts automatically. Import them from your budget spreadsheet.
What Are Budget Lines?
Budget lines are account codes from your production budget:
- Code: e.g., 4501, 5001
- Description: e.g., "Set Dressing", "Craft Services"
Importing Budget Lines
1. Go to your production's Budget tab
2. Click Import Budget Lines
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 budget lines
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 budget line dropdown
3. Select the correct code
4. Click Save