---
title: "About petty cash"
slug: "about-petty-cash"
updated: 2026-07-07T18:25:03Z
published: 2026-07-07T18:25:03Z
canonical: "help.wrapbook.com/about-petty-cash"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About petty cash

## Overview

Petty cash is a designated amount of cash kept on hand to cover small, immediate expenses during production.

Typical petty cash purchases include:

- Office supplies
- Crew refreshments
- Emergency purchases
- Small props or set materials
- Other minor, day-to-day expenses

Petty cash offers several advantages for production teams:

- Immediate access to funds for urgent purchases
- Reduced need for expense reimbursements
- Simplified handling of small transactions
- Streamlined workflow for minor expenses

## Petty cash best practices

- Always require receipts for all purchases
- Regularly reconcile petty cash transactions
- Keep clear records of all distributions and returns
- Monitor spending patterns to maintain appropriate cash levels

## Petty cash setup in Wrapbook

Before you can start using petty cash features:

1. Make sure the project has a Chart of Accounts (COA) assigned. To learn how to set up a COA, see [Chart of Accounts](/v1/docs/chart-of-accounts-coa).
2. Enable cost tracking in your project settings. To learn how to enable cost tracking, see [About Cost Tracking](/v1/docs/about-cost-tracking).

## Access petty cash

> [!NOTE]
> Petty cash is permission based
> 
> To access petty cash in Wrapbook, your account must have one of the following [roles](/v1/docs/roles-permissions) enabled:
> 
> - Role: *Company Admin, Company Manager, Project Coordinator, Project Assistant*
> - Custom role with: *Accounting & Cost Tracking* / *Petty cash - Full access, Manage*

To access petty cash:

1. In the left-side navigation, click the dropdown menu
2. In the dropdown menu, select the project that you want to access petty cash for
3. In the project dashboard’s *Petty cash* overview, click **View petty cash**

## Petty cash dashboard views

There are two ways to view a project’s *Petty Cash* dashboard:

### Envelopes view

On the *Petty Cash* dashboard, click the **Envelopes** tab to view:

- Running project totals for *Total* cash distributed, *Spent*, and *Outstanding*
- A list of project petty cash recipients and along with their *Total Distributed, Spent, Outstanding,* and the *Status* of returned payments

Envelope status will be one of the following:

- *Out* - Indicate the envelope is currently with the worker
- *Returned* - Indicates the envelope has been returned

From the *Envelopes* view, you can click on a worker’s name to view their petty cash *Transactions* and *Distributions*.

![Overview of petty cash distribution, including total spent and outstanding amounts.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T105249.298.png)

*Envelopes view of the Petty Cash dashboard*

![Petty cash overview showing total disbursed, spent, and outstanding amounts for transactions.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T105835.261.png)

*Example of what the project worker sees in Wrapbook when they've been issued petty cash*

### Petty Cash Funding view

On the *Petty Cash* dashboard, click the **Petty Cash Funding** tab to view:

- Running project totals for *Total funded, Available cash*, and the *Total transactions*
- A list of purchase orders (POs) for petty cash, the *Pickup person*, a *Description* of the petty cash transaction, the *Date* it was issued, and the dollar *Amount*

![Overview of petty cash funding with total amounts and transaction details listed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T110158.006.png)

*Petty Cash Funding view of the Petty Cash dashboard*

## Petty cash options

In Wrapbook, you can manage petty cash in the following ways:

- [Add funds to petty cash](/v1/docs/add-funds-to-petty-cash)
- [Distribute petty cash](/v1/docs/distribute-petty-cash)
- [View and update petty cash transactions](/v1/docs/view-and-update-petty-cash-transactions)
- [Document petty cash purchases](/v1/docs/document-petty-cash-purchases)
- [Generate a petty cash report](/v1/docs/petty-cash-report)

The master list of all the accounts used to track production costs, expenses, assets, liabilities, and income. These also can be referred to as Cost Accounts. In commercials, typically AICP line numbers are utilized in its stead.

(Chart of Accounts)The master list of all the accounts used to track production costs, expenses, assets, liabilities, and income. These also can be referred to as Cost Accounts. In commercials, typically AICP line numbers are utilized in its stead.