Actual Blog

Creating Overages

Our last sum-of feature is a great way to easily create overages, and add those into a budget while maintaining you original estimate for clear visibility. Below is a quick flow most customers have found to easily present and loop in approved overages. 1. Create a New Estimate 2. Create

Custom Bid Letters

Custom Bid Letters

Every job deserves a level of customization. We get it. Here's a quick tutorial on creating unique bid letters that can be populated within each bid and customized per job. Here's the flow: Select Budget Templates (in your budget manager) Select The Budget You'd

The Daniels in Focus

The Daniels in Focus

The Daniels dominated the Oscars this year with their film Everyone Everywhere All at Once. Looking back on their career, we celebrate everything that makes this team so unique and special. From dynamic camera movement, to subtle humor, choreography and special effects, this team has always struck a perfect balance

MARCH ☘️ FEATURE UPDATE

MARCH ☘️ FEATURE UPDATE

We've been working like crazy behind the scenes to build new features and improve user experience across the board, and we're STOKED to share our progress with you. Here's what's new in Actual [https://blog.getactual.io/p/26a180bb-2a02-4408-8239-544ae5c9db12/getactual.io]: ✔ Improved

Importing Payroll Logs

Importing Payroll Logs

In this tutorial we'll outline the easiest way to import payroll logs from your payroll processor into Actual [getactual.io]. STEP 1 - Adjust Your Point Zero CSV File The first step is to modify your point zero CSV File (provided by your payroll processor) to exclude any

How to Create a Commercial Film Budget.

How to Create a Commercial Film Budget.

Winning great jobs is a balance between a strong creative treatment and equally strong budget. In this article, we'll run through best practice tips to budgeting your commercial and prepare the bid to share with a client or agency partner using software like Actual [getactual.io]. For this

Bill Pay with Actual

Bill Pay with Actual

Simplify your accounts payable process with Actual Bill Pay. 1. Open a Purchase Order that has been marked Approved to be Paid. 2. Click the Make Payment button. 3. Review the Payment Details. 4. Select the Bank Account where you'd like to debit funds from. 5. Confirm the

Creating Custom Roles Within Budgets

Creating Custom Roles Within Budgets

No doubt, team collaboration is the core to a successful production. Sometimes, you may not need to provide a user with access to your entire budget, but just a particular section. Now with Actual [https://blog.getactual.io/creating-custom-roles/getactual.io], you can create custom user roles that provide users

Mapping Expenses

Mapping Expenses

We're pumped to announce our latest cross-platform feature : Expense Mapping. We developed this upgrade based on customer feedback asking our team to continue to build bridges across features. The goal was simple, improve workflow and minimize the time loss of manual expense tracking and logs. -------------------------------------------------------------------------------- Expense Mapping

Winning Commercial Briefs with Detailed Bid Packages

Winning Commercial Briefs with Detailed Bid Packages

A successful commercial production is a mix of art, and science. The perfect bid package is a compliment of creative ideas paired with a thoughtful production approach. The bid should accurately reflect the resources needed to bring that vision to life. As a whole, the bid package is compromised of

Connect Your Bank Account

Connect Your Bank Account

Actual integrates with modern financial and compliance systems so you can onboard quickly, and safely. Here's how to get started: * In the Sidebar Menu, Click the Bank Account tab. * Select "+ Bank Account" * Choose your preferred account verification method: - Micro-Deposits - Sends test transaction deposits to

2022's Best Super Bowl Spots

2022's Best Super Bowl Spots

This year's Super Bowl Commercial line-up was a star studded event, complimented by furry friends and AI mind readers. We won't rate them, but we're happy to share a few of our favorites. Pringles - Stuck In Director: Tom Kuntz Production Co: MJZ Agency:

A Look At Our Favorite Super Bowl Commercials

A Look At Our Favorite Super Bowl Commercials

Between every great play is often, a great commercial. For many, those thirty-second films are the reason why they tune in each year. At least for us. We've pulled a selection of some of our favorites from over the years. Jeep - Groundhog Day Director: Jim Jenkins Production

A Quick Guide to Actual

A Quick Guide to Actual

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Get started with Digital Purchase Orders.

Get started with Digital Purchase Orders.

This is a feature we've been working on for some time, and we're VERY excited to share this with our users. Create a New Purchase Order * Click "+ Purchase Order" * Select Vendor from Your Vendor Database // If this is the first time you're

Physical Card - Expedited Shipping

Physical Card - Expedited Shipping

We're excited to test expedited card shipping! The next time you go to issue a physical card, scroll down to the shipping options, and select the speed that makes the most sense for your job. As a reminder, we allow you to enter unique shipping addresses, should you

Increase (Top Up) Approved Card Spending Amount

Increase (Top Up) Approved Card Spending Amount

Throughout your production, you may need to increase the budgeted allowance per card. Not a problem, with just a few clicks, you adjust those amounts without pause to your job. Here's how. 1. Within your production / job, click "Fund Manager" 2. Select the Source Account (usually

Create a Custom Line Item Tags & Templates

Create a Custom Line Item Tags & Templates

We understand that production accounting isn't exactly one size fits all. That's why we've created customizable line item tags and templates. With our customizable line item feature, you have the option to create new line item tags from scratch, or to build and edit

Fund a Project

Fund your project with just a few clicks. From the project module: 1. Selects "Manage Funds" 2. Click "Source Account" - this is your company's primary Actual account. 3. Enter the amount you'd like to transfer. 4. Select the Destination Account. This

Add A User To A Production

Add A User To A Production

Here's your 10-second guide to adding a user to a project / production. 1. Open Your Project 2. Click "+ User" 3. Add the employee to the desired user group (Owner / Manager / Employee) 4. Click Save Don't forget, Actual uses an auto-fill feature to populate user

Issue a New Actual Card

Issue a New Actual Card

Get your team up and running in seconds. 1. Find the employee who needs a new card within your production / project. 2. Click "+ Card" 3. A module will open up, select the card type (Virtual or Physical). 4. Enter the budget limit (you can change this in the

Cancel a Card

Ready to wrap a job? First you'll need to review and cancel the active cards within your production. Here's how: 1. Select the Production 2. Within the Employee / Cardholder Table, select 'View' (far right of the row). 3. Review the current charges. 4. Once

Create a New Project in Actual

Create a New Project in Actual

Open a new project with ease. Here's how: 1. Select Productions from the Side Navigation 2. Click "+ Production" 3. Enter Your Production Information (Job Name / Job # / Dates / Location / Team) 4. Click "Create Production That's It. Now you're ready to go! Have

Import Expense Report Into Showbiz

Import Expense Report Into Showbiz

Save hours of actualizing with Actual's streamlined expense report import function. 1. File > Import 2. Select "Import Generic CSV File" 3. Set "Actual" as the Target Phase 4. Select the Expense CSV File to Import 5. Jump to the Detail Browser and Organize

Download Expense Reports

Download Expense Reports

It's easy to isolate transactions and download expense reports. Here's how to filter information: 1. Select the Production Name 2. Select the name of the employee whose card you want to review / download. 3. Select the report type you'd like to download. 4. You