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title: 📚 Petty Cash Envelopes FAQ | Roll Credits Help Center
description: Guides
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# 📚 Petty Cash Envelopes FAQ | Roll Credits Help Center

### 📚 Petty Cash Envelopes FAQ

 Written by Chase Gladish 

May 6, 2025

### **📌 How do I approve PC Envelopes?**

1. Navigate to **Approvals → Review**
2. Under the **Needs Approval** tab, you’ll see transactions/envelopes sent to you for approval.
3. You can **approve** and send them up the chain:

     - ✅ Select the envelope
     - ✅ Use the top-left checkbox to bulk select
     - ✅ Click **Approve & Send** (or just **Approve** if you're the final approver)
4. Submit to move the envelope to the next level in the approval flow.

Navigate to **Approvals → Review**

Under the **Needs Approval** tab, you’ll see transactions/envelopes sent to you for approval.

You can **approve** and send them up the chain:

✅ Select the envelope

✅ Select the envelope

✅ Use the top-left checkbox to bulk select

✅ Use the top-left checkbox to bulk select

✅ Click **Approve & Send** (or just **Approve** if you're the final approver)

✅ Click **Approve & Send** (or just **Approve** if you're the final approver)

Submit to move the envelope to the next level in the approval flow.

### **📤 How do I submit PC Envelopes for approval?**

1. Navigate to **Approvals → Review**
2. Under the **Needs Submission** tab, you’ll find envelopes awaiting your submission
3. To submit:

     - ✅ Select the envelope(s)
     - ✅ Use the top-left checkbox to bulk select
     - ✅ Click **Submit** to send them into the approval chain

Navigate to **Approvals → Review**

Under the **Needs Submission** tab, you’ll find envelopes awaiting your submission

To submit:

✅ Select the envelope(s)

✅ Select the envelope(s)

✅ Use the top-left checkbox to bulk select

✅ Use the top-left checkbox to bulk select

✅ Click **Submit** to send them into the approval chain

✅ Click **Submit** to send them into the approval chain

### **📝 How do I create PC Envelopes?**

**Option 1: Auto-Create an Envelope**

- Go to **Transactions \> P-Card**
- Click **Create Envelope**
- Select a user from the dropdown
- RollCredits will auto-generate an envelope with:

    - All unposted transactions for that user
    - An auto-assigned name (e.g., *59720002 - First Last*)

Go to **Transactions \> P-Card**

Click **Create Envelope**

Select a user from the dropdown

RollCredits will auto-generate an envelope with:

All unposted transactions for that user

All unposted transactions for that user

An auto-assigned name (e.g., *59720002 - First Last*)

An auto-assigned name (e.g., *59720002 - First Last*)

**Option 2: Manually Select Transactions**

- Go to **Transactions \> P-Card**
- Under **Selected Envelope**, choose **Unposted Transactions**
- Select specific transactions using checkboxes
- Click **Pick Bulk Action \> Create Envelope**
- Choose to:

    - ➕ **Create New Envelope** (you’ll manually name it)
    - 📂 **Add to Existing Envelope** from dropdown
- Envelope downloads automatically as a ZIP 📦

Go to **Transactions \> P-Card**

Under **Selected Envelope**, choose **Unposted Transactions**

Select specific transactions using checkboxes

Click **Pick Bulk Action \> Create Envelope**

Choose to:

➕ **Create New Envelope** (you’ll manually name it)

➕ **Create New Envelope** (you’ll manually name it)

📂 **Add to Existing Envelope** from dropdown

📂 **Add to Existing Envelope** from dropdown

Envelope downloads automatically as a ZIP 📦

### **🎨 How do I customize PC Envelopes?**

- During creation, click into the **Envelope Name** box to rename it
- RollCredits will auto-assign a name, but you can overwrite it
- ✅ Check or uncheck the option to download the envelope after saving

During creation, click into the **Envelope Name** box to rename it

RollCredits will auto-assign a name, but you can overwrite it

✅ Check or uncheck the option to download the envelope after saving

### **📥 How do I download PC Envelopes?**

- Navigate to **Transactions \> P-Card**
- Open the **All Transactions** dropdown
- Locate your envelope
- Click **Export Envelope** to download it anytime ⬇️

Navigate to **Transactions \> P-Card**

Open the **All Transactions** dropdown

Locate your envelope

Click **Export Envelope** to download it anytime ⬇️

### **📦 What do I get with a PC Envelope download?**

Each export includes:

- 🧾 **PDF Report** – Full transaction details, categories, vendors, totals, and attached receipts
- 📊 **Excel Spreadsheet (.xlsx)** – Organized transaction data
- 🖼️ **Receipt Folder** – All receipt images for easy review
- 🔥 **Hot Budget Spreadsheet (.xlsx)** – Formatted specifically for Hot Budget compatibility

🧾 **PDF Report** – Full transaction details, categories, vendors, totals, and attached receipts

📊 **Excel Spreadsheet (.xlsx)** – Organized transaction data

🖼️ **Receipt Folder** – All receipt images for easy review

🔥 **Hot Budget Spreadsheet (.xlsx)** – Formatted specifically for Hot Budget compatibility

### **🔄 What happens to the transactions after I create a PC Envelope?**

- Selected transactions move out of **Unposted Transactions**
- Access them under **Transactions \> P-Card \> Selected Envelope dropdown**

Selected transactions move out of **Unposted Transactions**

Access them under **Transactions \> P-Card \> Selected Envelope dropdown**

**Envelope Filters:**

- **All Transactions** = All posted (in envelopes)
- **Unposted Transactions** = Not yet added to any envelope

**All Transactions** = All posted (in envelopes)

**Unposted Transactions** = Not yet added to any envelope

Within a selected envelope, you can:

- 📤 **Export again**
- ❌ **Delete the envelope**
- ✏️ **Edit (remove/update transactions)**

📤 **Export again**

❌ **Delete the envelope**

✏️ **Edit (remove/update transactions)**

### **📆 Can I download PC Envelopes with a filter or specific date range?**

✅ You can apply filters **before** creating the envelope, which impacts which transactions are included.  
📌 *Filtered downloads of already-created envelopes are not currently supported.*

**Useful Filters in Production:**

- 🏷️ By Category (code)
- 👤 By Cardholder
- 📁 By Receipt status (uploaded vs. not)
- 💳 By Card Info (number)

🏷️ By Category (code)

👤 By Cardholder

📁 By Receipt status (uploaded vs. not)

💳 By Card Info (number)

### **📨 Can I send an envelope for approval on behalf of someone else?**

Yes! 🙌

- When creating an envelope from the **P-Card** or **Other Expenses** tab, a pop-up will appear
- In the pop-up, you can:

    - Select **Unapproved Transactions Only** or **Both approved & unapproved**
    - Check **Approve & Submit Envelope for next approval?**
    - Click **Create & Export** to generate and submit it

When creating an envelope from the **P-Card** or **Other Expenses** tab, a pop-up will appear

In the pop-up, you can:

Select **Unapproved Transactions Only** or **Both approved & unapproved**

Select **Unapproved Transactions Only** or **Both approved & unapproved**

Check **Approve & Submit Envelope for next approval?**

Check **Approve & Submit Envelope for next approval?**

Click **Create & Export** to generate and submit it

Click **Create & Export** to generate and submit it

### **🧮 Can I only put a few transactions into a PC Envelope or do I have to put all transactions into the envelope?**

✅ You can include **only the transactions you choose** — no need to add them all!

**Steps:**

- Go to **Transactions \> P-Card**
- Under **Selected Envelope**, choose **Unposted Transactions**
- Select the desired transactions
- Click **Pick Bulk Action \> Create Envelope**
- Choose:

    - ➕ **Create New Envelope**
    - 📂 **Add to Existing Envelope**

Go to **Transactions \> P-Card**

Under **Selected Envelope**, choose **Unposted Transactions**

Select the desired transactions

Click **Pick Bulk Action \> Create Envelope**

Choose:

➕ **Create New Envelope**

➕ **Create New Envelope**

📂 **Add to Existing Envelope**

📂 **Add to Existing Envelope**

### **✏️ Can I edit an envelope name after it's been made?**

You can’t edit it yourself, but we’ve got you! 💌  
Email us at **[help@rollcredits.io](mailto:help@rollcredits.io)**, and we’ll take care of it on the backend. 🛠️

### **❌ How do I delete an envelope?**

- Go to **Transactions \> P-Card**
- Open the envelope from the dropdown
- Click **Delete Envelope**

Go to **Transactions \> P-Card**

Open the envelope from the dropdown

Click **Delete Envelope**

🗂️ The transactions will return to **Unposted Transactions** for reuse.

### **🧹 How do I edit an envelope and remove a transaction from that envelope?**

- Go to **Transactions \> P-Card**
- Select the envelope via the **Selected Envelope** dropdown
- To remove a transaction:

    - ✅ Select it
    - 🔽 Click **Pick Bulk Action \> Remove from PC Envelope**

Go to **Transactions \> P-Card**

Select the envelope via the **Selected Envelope** dropdown

To remove a transaction:

✅ Select it

✅ Select it

🔽 Click **Pick Bulk Action \> Remove from PC Envelope**

🔽 Click **Pick Bulk Action \> Remove from PC Envelope**

You can then add it to another envelope later if needed 🔄

### **➕ How do I add a transaction to an existing envelope?**

- Navigate to **Transactions \> P-Card**
- Select the transaction you want to add
- A pop-up will appear:

    - Click **Create Envelope**
    - Check the box for **Use existing envelope?**
    - Select the existing envelope from the dropdown
    - Click **Create & Export** — done!

Navigate to **Transactions \> P-Card**

Select the transaction you want to add

A pop-up will appear:

Click **Create Envelope**

Click **Create Envelope**

Check the box for **Use existing envelope?**

Check the box for **Use existing envelope?**

Select the existing envelope from the dropdown

Select the existing envelope from the dropdown

Click **Create & Export** — done!

Click **Create & Export** — done!

<https://47441426.hs-sites-na2.com/petty-cash-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/how-to-create-p-card-envelopes-in-rollcredits-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/how-to-send-petty-cash-to-probooks-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/approvals-faq-roll-credits-help-center?hsLang=en><https://47441426.hs-sites-na2.com/purchase-orders-pos-faq-roll-credits-help-center?hsLang=en>

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