Understanding Topsheets
A topsheet is a summary of all expenses in an envelope, formatted for production accounting.
Viewing Your Topsheet
1. Go to an envelope
2. Click View Topsheet or the Topsheet tab
3. See all receipts with their details
Topsheet Columns
| Column | Description |
| Date | When the purchase was made |
| Vendor | Store or supplier name |
| Amount | Total on the receipt |
| Budget Line | Account code and description |
| Crew | Who submitted the receipt |
| Status | Approved, Needs Review, Pending |
Filtering and Sorting
- Status Filter: Show only needs review, approved, etc.
- Date Range: Filter by submission date
- Budget Line: Show only specific categories
- Search: Find receipts by vendor name
Exporting
CSV Export:1. Click Export → Download CSV
2. Opens in Excel, Numbers, or any spreadsheet app
Google Sheets:1. Set up sync in Sync Settings
2. Data exports automatically
Status Meanings
- ✓ Approved: Verified and ready for accounting
- ⚠️ Needs Review: Requires human verification
- 🔄 Pending Sync: Waiting to sync to destination