Training
Learn to use Dolly
Short how-to guides for everyone on a production. Pick your role or a topic and we'll show you where to start.
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18 guides and 13 click-throughs
Getting started
- Everyone3 min
Signing In to Dolly
Your first sign-in uses the temporary password from your invite. After that, it is your password plus a code sent to your email.
Start guide - Crew4 min
Activating Your Card and Setting a PIN
Activate a physical card with the last four digits and your phone number, and set a PIN at the same time. No sign-in needed.
Start guide - Crew4 min
Texting Dolly
Most of what you need from Dolly works over text. Ask what you can spend, send receipts, code charges, and ask your admins for a higher limit, all without signing in.
Start guide - Crew2 min
Changing Your Name, Email or Phone
Only your production’s admins can change the name, email or phone on your card. Here is what to ask for and why it matters.
Start guide - Admin4 min
Issuing Cards and Inviting Crew
Issue a card in one form. Dolly texts the cardholder, invites them to sign in, and a physical card ships to the address you enter.
Start guide
Cards
- Crew3 min
Paying Online: Card Number, Security Code and Billing Address
Paying online needs the card number, the security code and the billing address. All three are on your card page.
Start guide - Crew5 min
How to Add a Dolly Card to Apple Pay or Google Wallet
Open the Wallet app, add a debit or credit card, and type the card details or scan them. The iPhone steps are below. Google Wallet follows the same idea.
Start guide - Crew3 min
Why Is My Card Paused?
A paused card declines every purchase. The reason decides how it turns back on. Here are all six.
Start guide
Receipts & coding
- Crew4 min
How to Send a Receipt
Text a photo of the receipt and Dolly finds the charge. You can also email it or upload it on the web. Here is how each way works.
Start guide - Crew4 min
Reconciling a Charge
A charge is reconciled when it has everything your production asks for, usually a receipt and an account code. Here is how to finish one by text or online.
Start guide
Envelopes & approvals
- Crew4 min
Envelopes for Crew
An envelope is a batch of your charges that goes to your approvers. Here is how to fill one and send it.
Start guide - AccountingAdminApprover6 min
Envelopes for Admins: Approving, Posting and Settings
Crew build and submit envelopes. Admins approve them, post them to the books, and set the rules. Here is everything on the admin side.
Start guide - ApproverAdmin4 min
Approvals in Dolly
Approval steps decide who signs off on envelopes, AP and crew requests, in what order and above what amount. Approvers can act from the email.
Start guide
Integrations
- AccountingAdmin4 min
Using Dolly with GreenSlate
Dolly pulls your chart of accounts and codes from GreenSlate, so crew code to the same accounts as your books. Approved envelopes post back to GreenSlate in one click.
Start guide - AccountingAdmin5 min
Using Dolly with Probooks
Probooks is Dolly’s widest integration. Envelopes and accounts payable go to Probooks, and codes and invoices come back. Here is how to set it up and what each setting does.
Start guide - AccountingAdmin3 min
Using Dolly with Vensure
The Vensure integration sends approved envelopes from Dolly to Vensure. Here is how to set it up and post.
Start guide
Exports & reports
- Accounting5 min
Exporting from Dolly
Every list in Dolly exports to PDF, CSV or Excel. You can set the exact columns your accounting system expects, including ready-made layouts for Entertainment Partners, Cast & Crew, Wrapbook and QuickBooks.
Start guide - AccountingAdmin4 min
Reports and Statements
Statements show settled spend by week, month or any range. Reports show what is unreconciled, pending or unposted. Both can be exported or emailed on a schedule.
Start guide
Funds
Setting up a new production?
We'll walk your accounting team through cards, envelopes and your integration on a call.