Note: to watch a video on creating a PC Envelope sheet, scroll to the bottom of this article.

You can create PC Envelope sheets directly in TrueBudget, and the data you enter will automatically appear on the Petty Cash Log.

Entering Data

1) Once you have the sheet open, start by inputting the crew member’s information.

Only their name is mandatory. You also have the option to add their phone number and the Department they belong to. The Production Company name, Job Name, and Job # will automatically appear in the top right of the envelope, based on what you entered on the Cost Summary sheet.

2) In the body of the envelope, fill in the information for each receipt.

In the ‘LINE’ column, be sure to fill in a Line Number for each receipt. TrueBudget uses these Line Numbers when it places the data on the Petty Cash Log. As you enter values in the ‘LINE’ column, you will notice those Line Numbers appear on the right side of the sheet. This is so you can easily see the total of each Line Number on the envelope, at the bottom of the sheet.

Near the bottom of the sheet, be sure to enter the amount of Petty Cash given to the crew member in the ‘AMOUNT OF CASH RECEIVED’ cell.

Adding Rows

A PC Envelope sheet can have up to 200 rows. If you would like to add rows, click the ‘Add Rows’ button at the top of the sheet. You will be asked how many rows you wish to add.

Deleting Rows

Unlike the logs in TrueBudget, deleting rows on a PC Envelope sheet works a little differently. To delete rows, you do not need to select them. Simply click the ‘Delete Rows’ button at the top of the sheet. You will be asked how many rows you wish to delete. One important thing to note is that the rows will be deleted from the bottom up. For instance, if you choose to delete 10 rows, the last 10 rows will be deleted. Be sure you do not have any data in those rows before you delete them.

Sending Data to the Petty Cash Log

Once you’ve entered all of your data onto the sheet, you can then send that data to the Petty Cash Log. To do so, press the ‘Send To Log’ button at the top of the sheet.

Printing

If you wish to print a PC Envelope sheet, simply press the ‘Print’ button at the top of the sheet.

Creating a PDF

If you wish to create a PDF of a PC Envelope sheet, simply press the ‘PDF’ button at the top of the sheet.

Importing a PC Envelope sheet

To learn how to import a PC Envelope sheet, click here.

Moving a PC Envelope sheet

If you have an existing PC Envelope sheet and would like to move it to a different envelope number, click the ‘Move PC Envelope’ button at the top of the sheet. You will then be prompted to select the sheet number you wish to move it to.

Clearing a PC Envelope sheet

If you wish to clear all data from the sheet, press the ‘Clear PC Envelope’ button at the top of the sheet.

Closing the PC Envelope sheet

If you want to close the sheet but not send the data to the Petty Cash Log, click the ‘Close’ button at the top of the sheet. Note: any data you have entered will remain on the sheet.

Options

The only option in the Options menu of the PC Envelope sheet is the following:

If you check this box, then when you click the ‘Send To Log’ button, it will close the PC Envelope sheet.

Tutorial Video

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