Past Requests

About the Past Requests report

The Past Requests report provides a detailed record of all payment requests submitted through Wrapbook at the company level. This includes timecards, invoices, and other forms of worker submissions.

Ways to use the report

The Past Requests report is a valuable tool for:

  • Audit and compliance - Maintain a paper trail of all payment request activity

  • Workflow visibility - Understand how many requests were submitted, approved, rejected, or are still pending

  • Reconciliation - Match submitted requests to actual payments issued

  • Production wraps -  Review what was worked, requested, and paid at the close of a project

  • Performance metrics - Evaluate processing time from submission to approval and payment

What’s included in the report

The Past Requests report contains comprehensive information on all submitted payment requests, including:

  • Project Name

  • Request Type (e.g., Timecard, Invoice, Expense)

  • Worker Name

  • Worker Type (W-2 or 1099)

  • Submitted Date

  • Approval Date

  • Request Status (e.g., Pending, Approved, Rejected)

  • Payment Amount

  • Pay Period Start/End

  • Request Notes (if applicable)

  • Approver Name

How to generate the Past Requests reports

To generate the Past Requests report:

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

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click Reports

  4. On the Reports dashboard, under Past Requests, click the View report button

  5. Use the filters at the top to refine your data by:

    • Date range

    • Project

    • Worker name

    • Worker type (W-2 or 1099)

    • Request status (Submitted, Approved, Rejected, etc.)

  1. Click the Download CSV button to export the report

  2. After you click the Download CSV button, the file will be automatically downloaded to your computer. To locate the file, navigate to where your computer saves new downloads.

Pro tips

  • Use this report to catch requests that were never approved or processed

  • Filtering by status helps isolate bottlenecks in your approval workflow

  • Combine this report with the Payments and Paystubs Report to confirm end-to-end payment tracking