---
title: "Distribute petty cash"
slug: "distribute-petty-cash"
updated: 2026-07-07T18:25:31Z
published: 2026-07-07T18:25:31Z
canonical: "help.wrapbook.com/distribute-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.

# Distribute petty cash

> [!NOTE]
> Petty cash is permission based
> 
> To distribute 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*

In order to distribute petty cash to a worker, the worker must already be [onboarded](/v1/docs/how-to-invite-workers-to-a-project) to the project.

To distribute petty cash to project workers:

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**
4. On the project’s *Petty Cash* page, in the *Envelopes* view, click the **Distribute cash** button
5. In the Distribute cash popup, select the *Worker*, and enter the dollar *Amount Received*
6. Click the **Confirm distribution** button

Once you confirm the petty cash distribution:

- You’ll be taken to the worker’s petty cash *Envelope* page where you’ll see the transaction in the *Distribution* details
- The worker will receive an email prompting them to confirm receipt of the cash

Once a worker confirms receipt of petty cash:

- The worker’s digital envelope will appear in their Wrapbook worker profile and they’ll have the ability to add or edit petty cash transactions, attach receipts, export the details of their digital envelope to a CSV file
- Once the petty cash has been returned, the worker will no longer be able to add receipts or manage related transactions

![Overview of petty cash distribution, including total spent and outstanding amounts.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T111340.021.png)

In the Envelopes view, click the **Distribute cash** button

![](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2025-02-04 at 11.00.05 AM.png)

*Add the Worker, Amount Received, and then click the* ***Confirm distribution*** *button*