---
title: "Wrapbook's New Navigation: Sidebar, Menus & What's Changed"
slug: "new-navigation"
updated: 2026-08-10T20:50:19Z
published: 2026-08-10T20:50:19Z
canonical: "help.wrapbook.com/new-navigation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Wrapbook's New Navigation: Sidebar, Menus & What's Changed

> [!NOTE]
> New to the updated navigation? Start here.
> 
> - If you clicked **Learn More** to find out about the new navigation, **you're in the right place**. You'll find a breakdown of what's changed, where things moved by role, and how to switch back if you need to.
> - **Don't feel like reading? Ask** [Scout](/v1/docs/how-to-get-help-using-wrapbook) **instead** — it's ready to help with navigation questions.

## 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.

If instructions you're following don't match what you see on screen, this article will help you find what you're looking for in the new navigation.

**Want to go back temporarily?** A switch-back option is available until **September 7, 2026**, when the previous navigation is retired for all users. See Switching back below.

## How to Tell Which Navigation You're Seeing

Before following any navigation steps in this article, take a moment to identify which experience you're on — the layout and menu items are different depending on your version.

**New navigation**

- A **Search** option (with keyboard shortcut ⌘K) appears near the top of your sidebar *(company admins only)*
- Your project name appears as a **selectable item with a dropdown arrow** at the top left of the page
- Inside a project, sidebar items are organized into labeled sections — such as **Payroll**, **Accounting**, or **Cost & budget**
- The bottom of your sidebar shows **"Using the new navigation"** with Switch back and Learn more buttons

**Legacy navigation**

- Your sidebar does **not** have a Search option at the top *(company admins only)*
- Inside a project, the company admin sidebar lists items without section groupings
- Your project name appears in small text at the top of the sidebar, above the navigation items
- No "Using the new navigation" footer in the sidebar

## Switching Between Navigation Versions

### Opting into the new navigation

During the transition, you can return to the previous navigation at any time. Once you're on the new navigation, look for **"Using the new navigation"** at the very bottom of your sidebar — click **Switch back** to return to the previous experience. Your preference is saved until **September 7**, when all users are moved to the new navigation.

### Transition timeline

| Phase | When | What happens |
| --- | --- | --- |
| Opt-in | August 4 | All users could opt in to the new navigation from the banner or sidebar |
| **New nav is now the default (current)** | **August 10** | **New nav is on for all users automatically; switching back is still available until Sept 7** |
| Full rollout | September 7 | The previous experience is retired for all users; the switch-back option is removed |

## New Navigation Structure: Company Admin

The new navigation combines company-level and project-level pages into a single sidebar.

**Company section (top of sidebar)**

- Company name selector (click to switch between companies)
- All projects
- More — expands to show less frequently used company pages:
  - All people
  - All vendors
  - Company startwork
  - 1099 reporting
  - Company reports
  - Company settings

**Project section (below the company section)** The project you're currently viewing is shown in a selector just below the Company section. Click it to switch to a different project.

- Dashboard
- Approvals
- People
- Payroll (expandable)
  - Timecards
  - Payroll batches
  - Allowances
  - Payroll reports
- Cost & budget (expandable) — *shown for projects without full accounting*
- Accounting (expandable) — *shown for projects with accounting enabled*
  - Budget & EFC
  - Purchase orders
  - Accounts payable
  - Journal entries
  - Payroll Invoices
  - Posting
  - Bank Reconciliation
  - Accounting reports
- Vendors
- Startwork
- Files & exports
- Project settings

## New Navigation Structure: Workers

**Note:** In the new navigation, the layout order is flipped compared to the current experience — non-project pages (such as **Payments**) now appear at the top of the sidebar, while project-specific pages are grouped below. In the current navigation, project pages appear at the top and cross-project pages appear below.

**My work section (top of sidebar)**

- My projects
- Payments
- Tax documents
- Project settings

**Project section (when a project is selected)**

- Dashboard
- Timecard & allowances
- Documents

**Profile menu (top right)**

- Worker view: My projects, My payments
- Account settings
- Notification settings
- Files shared with Support
- Log out

## New Navigation Structure: Agents

The updated agent sidebar contains:

- Dashboard
- All clients
- Agent Settings

## Navigation Label Reference

The following menu items and on-screen labels are different between the legacy and new navigation. If an article or workflow references one of the old labels, use the new label instead.

### Company Admin — Company-Level Sidebar (moved to More section)

| Legacy label | New label | Notes |
| --- | --- | --- |
| Reports | **Company reports** | Now in *More* section |
| Vendors | **All vendors** | Now in *More* section; "Vendors" still appears at project level |
| Startwork | **Company startwork** | Now in *More* section; "Startwork" still appears at project level |

### Company Admin — Project Sidebar

The company admin project sidebar has no label changes in the new navigation. Files & exports (previously "Documents") is a separate change unrelated to this update — see [link to FEM article] for details.

### Worker Sidebar

| Legacy label | New label | Notes |
| --- | --- | --- |
| All projects | **My projects** | My work section (top of sidebar) |
| Settings | **Project settings** | My work section |
| Timecard | **Timecard & allowances** | Project section |

**Note for workers:** The project-level **Documents** item has not been renamed in the worker experience. It remains **"Documents"** in the new navigation.

### Profile Menu (all user types)

| Legacy | New | Notes |
| --- | --- | --- |
| Account details | **Account settings** | All user types |

### Agent Navigation

| Legacy label | New label | Notes |
| --- | --- | --- |
| Clients | **All clients** | Agent sidebar |

## Getting Around in the New Navigation

### Company admins

- **Switch between projects:** Click the project name selector just below the Company section (it has a dropdown arrow). Type to search or scroll to select.
- **Switch between companies:** Click the company name at the very top of the sidebar. A dropdown will appear listing all companies you have access to.
- **Company-level pages** (All people, Company reports, 1099 reporting, etc.): Click **More** in the Company section to expand the full list.
- **Account settings:** Profile menu (top right) → **Account settings**
- **Notification preferences:** Profile menu (top right) → **Notification settings**
- **Downloads:** Click the **download icon** in the top navigation bar
- **What's new:** Click the **megaphone icon** at the bottom left of the sidebar. A count badge appears when there are new items to review.
- **Help / Scout:** Look for the [Scout icon](/v1/docs/how-to-get-help-using-wrapbook) in Wrapbook to get started.

### Workers

- **Switch projects:** Sidebar → **My projects** → click **View project** on the project card, or use the project name selector in the sidebar when a project is already selected.
- **Submit timecards / add allowances:** Select your project in the sidebar → **Timecard & allowances**
- **View your documents:** Select your project in the sidebar → **Documents**
- **Payments:** Sidebar → **Payments**
- **Tax withholdings and year-end forms:** Sidebar → **Tax documents**
- **Account settings:** Profile menu (top right) → **Account settings**
- **Notification preferences:** Profile menu (top right) → **Notification settings**
- **Files shared with Support:** Profile menu (top right) → **Files shared with Support**
- **What's new:** Click the **megaphone icon** at the bottom left of the sidebar. A count badge appears when there are new items to review.
- **Help / Scout:** Click the help icon in the sidebar

### Agents

- **Your clients:** Left sidebar → **All clients**
- **Settings:** Left sidebar → **Agent Settings**
- **Help / Scout:** Look for the [Scout icon](/v1/docs/how-to-get-help-using-wrapbook) in Wrapbook to get started.

### Hybrid users (access to more than one role)

If you use Wrapbook as both a company admin and a worker or agent, you can switch between your views directly from the navigation. Click your profile picture or name (top right) — the menu shows a labeled section for your current view (for example, **Worker view**) with quick links. A switch option for your other role(s) will appear in the same menu.

## Frequently Asked Questions

To help you navigate 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.

#### How do I know which navigation I'm on?

Look at the bottom of your sidebar. If you see **"Using the new navigation"** with Switch back and Learn more buttons, you're on the new navigation. Company admins can also check: if you see **Search** near the top of your sidebar and your project name appears as a selector with a dropdown arrow, you're on the new navigation.

#### The steps in a Help Center article don't match what I see. What do I do?

A: You may be on a different navigation version than the one the article was written for. Use the label reference table above to find the current name for any menu item, or refer to the "Getting around" section for your user type.

#### Where are my notification preferences?

Profile menu (top right) → **Notification settings**.

#### Where is "Reports"? I can't find it.

In the new navigation, **Reports** has been renamed to **Company reports** and moved into the **More** section of the company sidebar. Click **More** in the Company section at the top of your sidebar to find it.

#### Where are Vendors and Startwork?

Company-level *Vendors* and *Startwork* have moved into the **More** section and been renamed **All vendors** and **Company startwork**. Project-level *Vendors* and *Startwork* remain directly in the project sidebar, unchanged.

#### I'm a worker. Where did "Timecard" go?

In the new navigation, the timecard and allowances are combined into a single page called **Timecard & allowances**. Select your project from the sidebar, then click **Timecard & allowances**.

#### I'm a worker. Where are my documents?

In the new navigation, worker documents haven't been renamed — they're still under **Documents** in your project sidebar. Select your project, then click **Documents**.

#### Where is the Wrapbook phone number / support hours I used to see?

That information has been removed from the navigation. For help, click the **Scout icon** in the sidebar. For other support options see: [How to get help using Wrapbook](/v1/docs/how-to-get-help-using-wrapbook)

#### I switched to the new navigation. Can I go back?

Yes — look for **"Using the new navigation"** at the bottom of your sidebar and click **Switch back**. This is available through August 10.

#### When does the previous navigation go away completely?

The legacy navigation is scheduled to be retired on **September 7, 2026**. After that date, all users will be on the new navigation.

Documents filled out by workers at the beginning of the work, which contains specific, vital information needed to process payroll.

An IRS form by which specific income (such as non-employee compensation, royalties, etc.) is reported to the federal government. Equivalent to a W-2 for independent contractors where remuneration is not being paid by the employer.

Estimated Final Cost: A number that updates based on acutal costs incurred against the budget

Generated documents after a payroll run, including all associated changes, including wages, fringes platform fees, and workers' compensation

The procedure of reconciling (sometimes referred to as balancing cash) the bank balance reflected on a ledger to the bank balance reflected on a bank statement for a given period; to balance a bank statement.