Note: to watch a video on exporting a blank PC Envelope sheet, scroll to the bottom of this article.
TrueBudget allows you to export a blank PC Envelope sheet in Excel format for sending to your crew. To learn how to import the PC Envelope sheets back into TrueBudget, click here.
To export the PC Envelope sheet, click the ‘Import / Export’ button at the top of the Petty Cash Log, and then select ‘Export Blank PC Envelope sheet’ from the drop-down menu.
You can then enter the name of the file, and where to save it on your computer.
If you open the file, you’ll notice some instructions on the right. You can edit or delete these instructions however you wish.
Note: it is important that no one deletes any rows from the sheet. If they do, when you attempt to import it back into TrueBudget, it won’t import properly.
Tutorial Video
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