---
title: "Using the All allowances dashboard"
slug: "using-the-all-allowances-dashboard"
updated: 2026-07-07T18:13:58Z
published: 2026-07-07T18:13:58Z
canonical: "help.wrapbook.com/using-the-all-allowances-dashboard"
---

> ## 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.

# Using the All allowances dashboard

> [!NOTE]
> Using the All allowances dashboard is permission based.
> 
> To use a project’s All allowances dashboard, your account must have one of the following [roles](/v1/docs/roles-permissions) enabled:
> 
> - **Role:** *Company Admin, Company Manager, or assigned Project Coordinator*
> - **Custom role with:** *Projects, People & Approvals/Project management* - *Full access, or Manage; Payroll & Financials/Allowances - Full access, or Create and manage*

## Overview

The *All allowances* dashboard gives you a centralized view of every worker allowance submitted across a project — including per diems, kit/box fees, mileage, and other expense types. Use it to review and manage allowance submissions before payroll is processed, filter by status or department, and take action on individual items without leaving the allowances view.

## How to access a project’s All allowances dashboard

1. In the left-side navigation, click the dropdown menu to select the project
2. In the left-side navigation, expand the **Payroll** menu and then click **Allowances**

## Add an allowance from a project’s All allowances dashboard

You can add an allowance to a worker’s timecard directly from a project’s *All allowances* dashboard by clicking the **+ Add allowance** button.

To learn more about adding allowances in Wrapbook, see [Add an allowance to a project worker's timecard](/v1/docs/add-an-allowance-to-a-project-workers-timecard).

![Overview of worker allowances with options to add and filter entries.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T150749.444.png)

*Click the* ***+ Add allowance*** *button to add a new allowance to a project worker’s timecard*

## Search and filter allowances on a project’s All allowances dashboard

### Search

Use the *Search by name, job title* bar to quickly locate a specific worker's allowance by name or job title.

![Overview of worker allowances with search and filter options displayed prominently.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T151941.799.png)

*Enter a name or job title in the Search bar*

### Filter

Click the **Filter** button to narrow the list by one or more criteria.

- You can combine multiple filters at once
- To remove a filter, clear the selection from the filter menu

Available filter options are:

- *Amount*
- *Batch*
- *Batch status*
- *Date*
- *Department*
- *Payment status*
- *Timecard status*
- *Type*
- *Union*
- *Units*

![Overview of worker allowances with filter options and detailed entries for each worker.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T151228.477.png)

*Click the* ***Filter*** *button, the select the filter(s) you want to apply*

### Saved views

The *All allowances* dashboard includes a *Default* view tab. You can create additional saved views to preserve specific filter combinations for quick access.

To create a new view:

1. Click the **+** icon next to the *Default* tab
2. In the *New view* modal, enter a name for your view
3. Click the **Save** button

To **rename**, **duplicate** or **delete** a saved view, click the small arrow within the saved view tab.

![Overview of worker allowances with details on types, dates, and statuses.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T151511.427.png)

*Click the* ***+*** *next to the Default tab*

![A dialog box for creating a new view with name and save options.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T151815.838.png)

*Enter a* ***Name*** *and then click the* ***Save*** *button*

![Options to manage worker allowances including rename, duplicate, and delete functions.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T152436.176.png)

*Click the* ***small arrow*** *within a saved view tab to* ***Rename****,* ***Duplicate****, or* ***Delete*** *it*

## All allowances dashboard columns and sorting

The table on a project’s *All allowances* dashboard includes the following columns:

| **Column** | **Description** |
| --- | --- |
| *Related timecard* | The timecard date the allowance is linked to |
| *Worker* | The worker's name |
| *Type* | The [allowance type](/v1/docs/add-an-allowance-to-a-project-workers-timecard#allowance-types) (for example Per diem, Kit/box fee) |
| *Date* | The date entered for the allowance |
| *Units* | The number of units submitted |
| *Amount* | The total dollar amount |
| *Timecard status* | The [approval status](/v1/docs/timecard-and-payroll-approval-workflow-utc) of the related timecard |
| *Batch* | The [payroll batch](/v1/docs/batching-project-worker-timecards-utc#overview-of-a-batch-page) the allowance has been assigned to |
| *Batch status* | The current [status](/v1/docs/batching-project-worker-timecards-utc#payroll-batch-status) of that batch |
| *Payments* | [Payment processing status](/v1/docs/overview-of-the-timecards-dashboard-utc#timecards-dashboard-elements) |
| *Department* | The worker's [department](/v1/docs/assign-project-workers-to-a-department-or-location) |
| *Job title / Union* | The worker's [job title and union affiliation](/v1/docs/about-worker-profiles#worker-profile-details) |
| *Created on* | The date and name of who created the allowance |

You can sort the *All allowances* table by clicking any of the following column headers:

- *Worker*
- *Date*
- *Units*
- *Amount*
- *Department*
- *Job title/Union*
- *Created on*

## Allowance submission status

Each allowance submission on the dashboard has a status that reflects where it is in the review and payroll process. The *Timecard status* column shows the status of the timecard the allowance is linked to, while the *Batch status* column reflects the payroll batch it has been assigned to.

The *Status* field on an individual allowance can be any of the following:

- *Draft* — The allowance submission has been created but not yet submitted into an approval or payroll flow. It can be edited freely at this stage.
- *Submitted* — The allowance submission has been sent for review but has not yet been approved.
- *Approved* — All required approvals are complete. The allowance submission is ready to move forward in payroll processing or batching.
- *Ready for paymaster* — The allowance submission is part of a timecard that requires manual paymaster breakage before it can move forward. It will become available for approval once the paymaster step is complete.
- *Ready for approval* — The allowance submission has been through the paymaster calculation step and is now ready for approval.
- *Pending* — The allowance submission has been approved and is queued for payment processing. It is moving through the payroll disbursement workflow.
- *Declined* — An approver rejected the allowance submission. It returns to the submitter for correction; resubmission restarts the [approval flow](/v1/docs/timecard-and-payroll-approval-workflow-utc).
- *Paid* — The allowance submission has been processed and funds have been disbursed. The record is immutable except via reversal workflows.
- *Cancelled* — The allowance submission has been voided and will not be processed for payment. Cancelled allowance submissions are no longer part of the active payroll workflow.

**Note:** Not all statuses will appear for every allowance or project. The statuses visible on your dashboard depend on your project's approval workflow configuration and payroll setup.

## View an allowance and take action

Click **View** on any row to open the allowance detail panel for that submission.

From this panel, you can take the following actions by clicking **the three dots** (more actions) button, or the **pencil** (edit) icon.

### Timecard view

Click **Timecard view** to navigate directly to the related timecard. This is useful for reviewing the full context of a worker's submission alongside their hours.

### Download PDF

Click **Download PDF** to export a PDF copy of the allowance record. This is helpful for record-keeping or sharing with accounting.

### Delete

Click **Delete** to permanently remove the allowance submission.

**Note:** Deletion is permanent and cannot be undone. Only delete allowances that were submitted in error or are no longer needed.

### Export audit log

Click **Export audit log** to download a record of all actions taken on this allowance item, including who made changes and when.

### Edit allowance

Click the **pencil icon** at the bottom of the detail panel to edit the allowance. You can update fields such as date, units, amount, notes, and attachments.

**Note:** Editing may not be available for allowances that have already been approved or included in a submitted [payroll batch](/v1/docs/batching-project-worker-timecards-utc).