Petty cash is permission based
To document petty cash in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager, Project Coordinator, Project Assistant
Custom role with: Accounting & Cost Tracking / Petty cash - Full access, Manage
To document petty cash purchases
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to access petty cash for
In the project dashboard’s Petty cash overview, click View petty cash
On the Petty Cash page, in the Envelopes view, click the Add transaction button
Select the Worker, enter the dollar Amount, add the Vendor, Line # (optional) and the Receipt
Click the Save button when you are finished
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Select the project name, then on the project Dashboard, click View petty cash
In the Envelopes view of the Petty Cash dashboard, click the Add transaction button
Select the Worker, enter the information, click Select a file to attach a receipt, and then click the Save button