Overview
As of August 10, 2026, the new navigation is the default experience for all Wrapbook users — no action required. When you log in, you'll see the updated sidebar automatically.
Use the left-side navigation to move between company dashboards and project tools. The options you see depend on your role and the project you’re viewing.
Company navigation
The Company section appears at the top of the left-side navigation.
All projects opens the company’s project list
More opens additional company-level dashboards and settings
When you click More, you can select:
All people
All vendors
Company startwork
Company reports
Company settings
Select a project
The project selector appears below the Company section.
In the left-side navigation, click the dropdown menu
Select the project you want to open
The project selector lists your available projects and includes Create new project when you have permission to create one.
Project navigation
After you select a project, the Project section appears below the project selector. Common project options include:
Dashboard
Approvals
People
Payroll
Startwork
Files & exports
Project settings
Expand Payroll to open:
Timecards
Payroll batches
Allowances
Payroll reports
The project menu varies by project configuration. Some projects include Cost & budget, while PAS projects may include Accounting and Vendors.
Cost & budget
When available, expand Cost & budget to open:
Purchase orders
Petty cash
Accounting
When available, expand Accounting to open tools such as:
Budget & EFC
Purchase orders
Accounts payable
Journal entries
Payroll invoices
Posting
Bank reconciliation
Accounting reports
The tools available under Accounting depend on the project’s configuration and your permissions.
Vendors and 1099 reporting
You can open the All vendors dashboard in either of these ways:
In the left-side navigation, under Company, click …More, then All vendors
In a PAS project, click Vendors in the Project menu
Both routes open the same All vendors dashboard. To open vendor 1099 reporting, click 1099 reporting.
Worker navigation
Workers use a separate navigation view. The worker sidebar includes:
Switch to company view
My projects
Payments
Tax documents
Settings
After a worker opens a project, the available project options may include Dashboard, Timecard & allowances, Documents, and Purchase orders.
Agent Navigation
The updated agent sidebar contains:
Dashboard
All clients
Agent Settings
Frequently asked questions
To help you navigate the recent changes to Wrapbook, we’ve put together a list of frequently-asked questions. Click the arrow next to any of the questions below to see the answer.
Where do I find vendor 1099 reporting?
In Company view, click More, then All vendors, and click 1099 reporting. If you’re working in a PAS project, click Vendors in the Project menu, then click 1099 reporting on the All vendors dashboard.
Why don’t I see Accounting or Cost & budget?
The project menu depends on the project’s configuration and your permissions. If you don’t see a menu, contact your Company Admin or project administrator.
Where are project documents?
Company-admin project navigation uses Files & exports. Worker project navigation uses Documents.