Wrap reports
Turn project records into a professional wrap report
At wrap, production accounting wants a clean summary of what was spent, what came back and what's owed. Wrap Report builds that document from the expenses, returns and refunds you've already recorded on the project.
From open project to delivered report
- 1
Review the project's numbers
Check recorded expenses, refunds and the advance against the budget before you start the report.
- 2
Clear what's outstanding
Wrap Report points out missing receipts and open returns or refunds, so you can resolve them — or knowingly leave them open — before wrapping.
- 3
Pick the format and preview
Choose the Client Wrap Report or the Full Audit Package, set the receipt layout, and preview the PDF before exporting.
- 4
Export or send
Download the PDF, or email your client a secure download link. Each export and delivery is recorded on the project.
What's in the report
Client Wrap Report
A concise PDF with the expense summary, ledger, returns and refunds, settlement and receipt images. Receipts can be shown 1, 2 or 4 per page.
Full Audit Package
The client report plus supporting detail: receipt scan data, return history and internal records — for when more documentation is requested. It's a fuller record, not an independent audit or certification.
Email delivery
Send a report to your client's email as a secure download link that expires after 14 days. Totals are never put in the email subject line.
Your branding
Every plan can add a workspace logo and identity details to reports. Custom report brand colors are an Agency plan option.
Client Wrap Reports, Full Audit Packages, PDF export and email delivery are available on every plan. Custom report colors require Agency. Compare plans.
Common questions
What does the settlement section show?
It compares what you spent, net of refunds recorded so far, with any advance — showing whether a reimbursement is due or the project is settled. Refunds you're still waiting on aren't counted as received.
Does Wrap Report pay me or collect reimbursement?
No. The report states what's owed; payment happens outside Wrap Report. You can record that a reimbursement was confirmed once it's received.
Which file formats can I export?
Wrap reports export as PDF. Separately, the Reports area exports transaction data as CSV, and as an Excel workbook on Pro and Agency.
Can my client view the report online?
Delivery is by email with a time-limited link to download the PDF. There's no public web page for the report.