This help article is related to Cost tracking
In Wrapbook, production accountants and administrators can manage accounting tasks using either Cost tracking or the Production Accounting Suite.
Overview
Cost tracking enables production companies to manage purchase orders (POs) and petty cash seamlessly while actualizing them against their budget in real-time alongside payroll.
While cost tracking allows you to monitor and manage expenses within Wrapbook, no monetary transactions occur within the platform itself. The feature is designed for tracking purposes and can be integrated with external accounting software like QuickBooks, or exported to various formats for use in other systems.
Access Cost tracking
Cost tracking is permission based
To access cost tracking features 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 / Purchase orders - either Full access, Manage, View only, and Budgets/EFC - either Full access, View & Import, View only, and Petty cash - either Full access, Manage
Cost tracking is an optional feature that needs to be manually enabled for each project.
To learn more, see Enable Cost tracking