Everyone

Start Here: Dolly for Your Role

Dolly Card4 min read

The short answer

Sign in at app.dollycard.com/login. Then find your role below and start with the first guide in the list.

Crew use a card and send receipts. Approvers review envelopes. Admins set up the show, its money and its cards. Accounting sets up the codes and gets everything into the books.

For help, use the chat button in the bottom right corner of Dolly, or email support@dollycard.com.

How Dolly is organized

Each show is a production. A studio sits above its productions, and a project is a smaller show that spends from its studio’s balance. You can belong to several, with a different role on each.

Click the show’s name at the top left to switch between them. To pick the show Dolly opens first, open the menu under your name and click the bookmark next to the show’s name (Set as default).

The show menu open at the top left: a studio with its projects under it, then Wrapped.
Click the show’s name at the top left to switch shows.
The menu under your name: the show’s name with a bookmark icon, then Preferences, Training, View Tutorials and Logout.
Click the bookmark next to the show’s name to make it your default.

Crew

You have a Dolly card. Your job is to get a receipt and a code on every charge. Most of it works by text, with no sign-in. See Texting Dolly.

  1. Signing In to Dolly
  2. Activating Your Card and Setting a PIN
  3. Paying Online: Card Number, Security Code and Billing Address
  4. How to Send a Receipt. Texting a photo is the quickest way.
  5. Reconciling a Charge
  6. Envelopes for Crew
  7. Why Was My Card Declined? and Why Is My Card Paused?

Approvers

You sign off on crew envelopes, and sometimes purchase orders, invoices or payments.

  1. Approvals in Dolly
  2. Envelopes for Admins: Approving, Posting and Settings
  3. Answering Your Accountant, for comments and kicked back envelopes
  4. Approving Invoices, POs and Payments, if your show pays vendors in Dolly

Admins

You set up the show, put money in and decide who gets a card.

  1. Setting Up a New Production or Project
  2. Linking and Verifying Your Bank Account, then Adding Money to a Production Account
  3. Issuing Cards and Inviting Crew
  4. Roles and Permissions
  5. Spend Restrictions and Reconciliation Rules
  6. Managing Cards
  7. Wrapping a Production in Dolly, when the show is over

Accounting

You load the codes, post approved envelopes and get it all into your accounting system.

  1. Chart of Accounts: Import, Fix and Replace
  2. Using Dolly with GreenSlate, Probooks or Vensure
  3. Envelopes for Admins: Approving, Posting and Settings
  4. Exporting from Dolly and Customizing Imports and Exports
  5. Reports and Statements
  6. Reimbursing Crew, if your show pays back out-of-pocket expenses
  7. How Accounts Payable Works in Dolly, if your show pays vendors in Dolly

Getting help

Chat with us. Use the chat button in the bottom right corner of Dolly. A person on the Dolly team answers.

Email. Write to support@dollycard.com.

Watch a walkthrough. Choose View Tutorials from the menu under your name for click-through demos.

Card questions like “why was I declined?” can also go straight to the Dolly number by text.

Click through it yourself

Contact support

Message Dolly Support from inside the app.

Frequently asked questions

I don’t see my show after signing in.
Click the show’s name at the top left and look through the list. If it isn’t there, ask the person who invited you to check that they added your email to that show.
Which emails will Dolly send me?
It depends on your role. See Emails and Texts Dolly Sends.

Keep reading

All guides

Get cards to your crew in as little as 24 hours.

Dolly issues controlled cards to every department, codes each charge to your budget, and keeps spend audit-ready as it happens.

& get cards to your crew in as little as 24 hours.