This help article is related to the Production Accounting Suite
In Wrapbook, production accountants and administrators can manage budgets using either the Production Accounting Suite or Cost tracking. To understand the differences, click here.
The Production Accounting Suite (PAS) is permission based
To access PAS features in Wrapbook, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Accounting & Cost Tracking settings enabled
In Wrapbook, Production Accounting settings are configured at both the company and project level.
Company accounting settings
In the company-level Accounting settings, you can access the following:
Integrations
Project chart templates
Line numbers
Vendors
To learn how to manage these settings, see Accounting settings.
Access company-level accounting settings
At the top of the left-side navigation, click the dropdown menu
Select All projects
In the left-side navigation, click Company settings, and then scroll down until you see Accounting settings
Select All projects, then click Company settings
Project accounting settings
In the project-level settings for Accounting , you can access the following:
Periods
Bank accounts
Tags
Payroll transactions
Company
In addition, you can manage the project’s Chart of Accounts (COA) which is required in order to use accounting features in Wrapbook.
COA options include:
Format
Ranges
Chart of accounts
Access project-level accounting settings
At the top of the left-side navigation, click the dropdown menu
Select All projects
In the left-side navigation, click Company settings, and then scroll down until you see Accounting settings
Select a project, click Project settings, and then click Accounting