- Choose Petty cash in the budget's views.
- Press Add envelope for each cash advance: the department, who is holding it and how much was advanced.
- Press Add receipt each time someone spends from it: the envelope, date, budget line, payee, what it was for and the amount.
What was spent becomes those lines' actuals. Each envelope keeps a running total of what is due back, or what the company owes if it went over.
On set, use Add from your phone for a camera-friendly receipt form.
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