Creating Expense Envelopes
Envelopes are containers for tracking expenses against a budget. Think of them like petty cash envelopes.
Create a New Envelope
1. Go to your production page
2. Click the Envelopes tab
3. Click Create Envelope
4. Fill in the details:
- Name: e.g., "Week 1 Petty Cash" or "Set Dressing" - Starting Amount: The initial budget (e.g., $1,000) - Topsheet Destination: Where to sync (Google Sheets/Dropbox)5. Click Create
Envelope Statuses
- 🟢 Open: Accepting new receipts
- 🟡 Reconciling: Being reviewed for wrap
- 🔴 Closed: No longer accepting receipts
Monitoring Balance
Each envelope shows:
- Starting Amount: Your initial budget
- Spent: Total of approved receipts
- Remaining: What's left
When remaining drops below 10%, you'll see a warning indicator.
Closing an Envelope
When a petty cash run is complete:
1. Review all receipts in the envelope
2. Click Close Envelope
3. Export the final topsheet
4. The envelope is archived but still accessible
Best Practices
- One envelope per petty cash run: Makes reconciliation easier
- Use descriptive names: Include dates or departments
- Set up sync early: Connect Google Sheets before crew starts submitting