1. Navigate to the P-Card Section
Click on the "Transactions" tab in RollCredits.
Select the "P-Card" tab.
Click "Create Envelope."
2. Select the P-Card Holder
Open the "User" dropdown menu.
Choose the name of the P-Card holder for whom you’re creating the envelope.
Click "Create & Export."
3. Name and Customize the Envelope
RollCredits will automatically generate a name and number for the envelope.
If desired, you can rename it by clicking inside the "Envelope Name" box.
Choose whether to download the envelope after saving by checking or unchecking the corresponding box.
4. Save and Manage Your Envelope
Once created, the envelope is saved under the selected name.
The associated transactions will be removed from the "Unposted Transactions" folder.
You can access the envelope anytime to re-download files or export transactions as needed.
5. To locate a specific envelope, follow these steps:
Navigate to the left-hand menu.
Click on the "All Transactions" dropdown.
Browse the list of created envelopes.
Select the envelope you want to access.
This will open the envelope, allowing you to view, download, or export its contents as needed.
What Does the P-Card Envelope Export Include?
When you export a P-Card envelope, you will receive the following files:
PDF Report – A detailed, itemized list of transactions, including:
Category
Vendor name
Amount
Total cost
Overall total and category totals
Photos of attached receipts
Excel Spreadsheet (.xlsx) – A structured spreadsheet containing all transaction details.
Receipt Folder – A folder containing all attached receipt images for easy reference.
Hot Budget Formatted Spreadsheet (.xlsx) – A specialized spreadsheet formatted for Hot Budget compatibility.
This export provides a complete financial summary with all necessary supporting documents for easy record-keeping and reconciliation.
How to Delete an Envelope in RollCredits
Follow these steps to delete a P-Card envelope:
Click on the "Transactions" tab.
Select the "P-Card" tab.
Open the "All Transactions" dropdown menu and find the envelope you want to delete.
Click "Delete Envelope."
All of the transactions in the envelope are now back in "Unposted Transactions"
⚠️ Note: Deleting an envelope is permanent and cannot be undone. Make sure to double-check before proceeding.
Can You Export or Download a P-Card Envelope Anytime?
Yes! Once an envelope is created, you can access and re-download the export at any time.
How to Export a P-Card Envelope:
Click on the "Transactions" tab.
Select the "P-Card" tab.
Open the "All Transactions" dropdown menu and find the envelope you want to export.
Click "Export Envelope."
Your envelope will be downloaded, including all associated files and transaction details.
How to Remove a Specific Transaction from an Envelope
Yes, you can remove transactions from an envelope by following these steps:
Click on the "Transactions" tab.
Select the "P-Card" tab.
Open the "All Transactions" dropdown menu and find the envelope you want to edit.
Select the transaction(s) by clicking the checkbox on the far left (you can select multiple transactions if needed).
A pop-up will appear—click the "Pick Bulk Action" dropdown menu.
Select "Remove from P-Card Envelope."
The selected transactions will be removed from the envelope and returned to the "Unposted Transactions" folder.
This allows you to easily manage and adjust your envelopes as needed.