---
title: "Document petty cash purchases"
slug: "document-petty-cash-purchases"
updated: 2026-07-07T18:26:02Z
published: 2026-07-07T18:26:02Z
canonical: "help.wrapbook.com/document-petty-cash-purchases"
---

> ## 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.

# Document petty cash purchases

> [!NOTE]
> Petty cash is permission based
> 
> To document petty cash in Wrapbook, your account must have one of the following [roles](/v1/docs/permissions-and-access-control) 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

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 *Petty Cash* page, in the *Envelopes* view, click the **Add transaction** button
5. Select the *Worker*, enter the dollar *Amount*, add the *Vendor*, *Line #* (optional) and the *Receipt*
6. Click the **Save** button when you are finished

![Overview of petty cash distribution, including total amounts and individual transactions.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2025-09-10T112535.977.png)

*In the Envelopes view of the Petty Cash dashboard, click the* ***Add transaction*** *button*

![](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Screenshot 2025-02-04 at 12.47.41 PM.png)

*Select the Worker, enter the information, click Select a file to attach a receipt, and then click the* ***Save*** *button*