Editing Receipts
Made a mistake or need to update receipt data? Here's how.
Finding a Receipt
1. Go to the envelope containing the receipt
2. Use search or filters to find it
3. Click the receipt row
Editable Fields
You can change:
- Vendor name: Fix typos or abbreviations
- Amount: Correct the total
- Date: Fix the purchase date
- Budget Line: Reassign category
- Notes: Add context
Making Edits
1. Click Edit on the receipt detail page
2. Make your changes
3. Click Save Changes
Sync Behavior
After editing:
- Changes sync to Google Sheets automatically
- History shows who made changes and when
- Original data is preserved in audit log
Crew Notifications
By default, crew isn't notified of producer edits. You can toggle this on if desired.