Hotkeys Tutorial
RollCredits provides hotkeys to make common tasks more efficient. This article will be updated regularly so check back often for new shortcuts! Naviga...
Guide to Reimbursements
Managing and paying reimbursements are as simple as ticking a box. Below you'll find a step by step method to guide you through the process. To get st...
Visibility Control
With visibility control, you can grant card holders and crew members the ability to see and edit transactions by other team members. This is most comm...
Importing Payroll
If you are using either Wrapbook or Quickbooks for your payroll, you can import it directly into RollCredits and have all of your transactions coded a...
Payments FAQ
We have an entire article on just that. You can find it here . As a RollCredits user, you can see detailed payment information by going to the transa...
Vendors And Purchase Orders
You can find the vendors page at Project > Vendors or go to the page directly with https://app.rollcredits.io/vendors . On the vendors page, you'll...
Wrapping A Project
You can find the wrap project button on the main transactions screen. After you've figured out your pricing structure with us, we'll automatically use...
Guide to Reconciliation
Managing your financial documents efficiently is critical, and with RollCredits, the reconciliation of your transactions with bank statements is strea...
Adding transactions to RollCredits
You can upload a transaction or multiple transactions to RollCredits via our automatic scanner or by manually adding them. In this article, we will go...
Viewing your cards
To add the card in your Apple iPhone, follow the instructions here: https://support.apple.com/en-us/HT204506 To add the card in your Google Wallet, f...
Payments - Make Payments To Vendors and Contractors
Before you can send payments, you'll need to link a bank account. Learn how to do that here. From the transaction page , click on the invoice you wa...
How to export your data
To export wrap, let us start on the transactions page. Click on "Export Wrap", which is highlighted in the purple box. Once you click on export wrap, ...
Payments - Add Bank Account
Linking your bank account unlocks the most interesting things that RollCredits has to offer In-app vendor payments Bank statement reconciliation again...
Creating a project
After you've added your company details, the next step is to add project details. This is a very simple step that enables you to keep your transactio...
Adding your production company
The first step when you onboard onto RollCredits is enter your production company details. This is a one time step and the screen looks like this: Thi...
Logging in to RollCredits
Go to app.rollcredits.io on any web browser (desktop or mobile) You will see a screen like this: If you know your email and password, enter it here ...