Shortcut menu

Using the shortcut menu in Wrapbook is permission based

To use the shortcut menu, your account must have the following role enabled:

• Role: Company Admin

Overview

Wrapbook includes a built-in navigation shortcut that lets you search for records, jump to any dashboard, and create new items — all without leaving what you're working on. Press Cmd+K on Mac or Ctrl+K on Windows from any page to open it.

The shortcut works at two levels:

• Inside a project: Search for POs, invoices, timecards, payment batches, payments, and vendors within that project

• At the company level: Find projects by name, jump to company settings pages, or start a new project

Note: The options you see in the shortcut menu depend on the features your company has enabled in Wrapbook.

How to access the shortcut menu in Wrapbook

When logged into your Company admin account in Wrapbook, using your keyboard, type these keys at the same:

• On a Mac computer, press the Cmd+K keys

• On a Windows computer, press the Ctrl+K keys

The shortcut menu will display on top of your current page. You can close it by pressing the Esc key or by clicking outside of the shortcut menu.

Shortcut menu options

The options available in the shortcut menu depends on if you are accessing it from the company or project level.

Company level

When your on a company-level page in Wrapbook such as the All projects dashboard, you’ll have the following options available in the shortcut menu:

• Search for pages and projects

• Recent - See the last five pages you visited in Wrapbook

• Pages - jump to:

  • Projects

  • People

  • Startwork

  • Reports

  • Vendors

  • 1099 Reporting

  • Company settings

• Actions

  • Create a project

  • Edit Company Info

  • Manage Production Entities

  • Edit Certificate of Insurance

  • Edit Demographic Questionnaire

  • Manage Default Departments

  • Manage Bank Accounts

  • Edit Vendor Payments Settings

  • View Bank Transfer Instructions

  • Manage Accounting Integrations

  • Manage Project Chart Templates

  • Edit Accounting Line Numbers

  • Edit I-9 Settings

  • Edit Timecards and Expenses Settings

  • Edit Startwork Settings

  • Edit Contribution Details

  • Edit Worker Hiring Settings

  • Manage Job Titles

  • Manage Non-union Time Calculations

  • Manage Union Agreements

  • Manage Approval Workflows

  • Manage Paid Sick Leave

  • Manage Organizations

  • Manage Roles and Permissions

  • Manage Members

Project level

When your on a project-level page in Wrapbook such as a project dashboard, you’ll have the following options available in the shortcut menu:

• Search records, actions or pages

  • You can type any keyword to find:

    • Purchase Orders (try "PO" or a PO number)

    • AP Invoices

    • Journal Entries (try "JE")

    • Timecards (try "TC" — results show newest first)

    • Payment Batches

    • Payments / Vendor Payments

    • Vendors

  • You can use common abbreviations — Wrapbook recognizes GL, PO, AP, JE, TC, and WE

• Actions

  • Invite worker

  • Create startwork document

  • Create timecard

  • Create payroll batch

  • Create allowance

  • Create purchase order

• Pages

  • People

  • Startwork

  • Timecards

  • Payroll batches

  • Allowances

  • Vendors

  • Purchase orders

  • Company