📌 How do I approve PC Envelopes?
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
✅ Use the top-left checkbox to bulk select
✅ 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?
Navigate to Approvals → Review
Under the Needs Submission tab, you’ll find envelopes awaiting your submission
To submit:
✅ Select the envelope(s)
✅ Use the top-left checkbox to bulk select
✅ 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)
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 📦
🎨 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
📥 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 ⬇️
📦 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
🔄 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
Envelope Filters:
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)
📆 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)
📨 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
🧮 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
✏️ 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, 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
🗂️ 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
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!