Add an allowance to a worker's timecard

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  • Updated on Apr 1, 2025
  • Published on Mar 12, 2025
  • 2 minute(s) read

Adding allowances is permission based

To add allowances, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator

  • Custom role with: Expenses - Full access, Create and manage

Go to the project’s Timecards & Expenses dashboard

To add an allowance, you’ll need to go to the Timecards & Expenses dashboard for the project that’s associated:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the project that you want to access timecards and expenses for

  3. In the left-side navigation Payroll menu, click Timecards & expenses

Adding the allowances

In the Add allowance popup, you’ll need to enter the following information:

  1. Click the Select location dropdown menu to select the location where the expense/allowance occurred

  2. Click the checkboxes to select the worker(s) whose timecards you want to add the expense/allowance to. To find specific workers quickly, use the Search by name or title…. box. Once you’ve selected the worker(s) click the Continue button.

  3. Click the Date field to open a calendar where you can add the allowance to one or more days within the workweek. Selecting multiple dates will generate identical payables for each selected day.

  4. Click the Daily Amount field to enter the daily dollar amount of the allowance

  5. Enter additional information about the expense/allowance

  6. Click the Select a file button to upload supporting documentation from your computer

  7. If Cost tracking is enabled for the project, click the search icon in the Code box to assign a code from your accounting chart to the expense/allowance

  8. Click the Review button to confirm the details that you’ve entered for the expense/allowance

  9. Once you’ve confirmed the details, click the Submit button

After you’ve submitted the allowance, it will appear in the Submissions list on the Timecards & Expenses dashboard, and on the the worker’s timecard page.

Timecards and expenses management interface showing submission details and options.

Select the project, click Timecards & expenses, and then click the search icon in the Add expense/allowance field

Click the search icon under Add expense/allowance, and then make your selection

A selection interface for workers with various job titles and a total amount displayed.

Select the Work location, click to select the workers, then click Continue

Form for adding kit fees, including expense details and attachment options.

Click to enter the Dates of expense and the Daily amount. Enter additional information, click Select a file to upload documentation, and then click the Review button.

Expense entry form showing details like date, amount, and location for review.

Review the details you entered, and then click the Submit button

Timecards requiring immediate attention listed with worker details and approval status.

The allowance(s) will now appear in the All submissions list on the project's Timecards & Expenses dashboard

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