Add an allowance to a worker's timecard

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  • Updated on Apr 2, 2025
  • Published on Mar 12, 2025
  • 3 minute(s) read

Adding allowances is permission based

To add allowances, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator

  • Custom role with: Expenses - Full access, Create and manage

When adding an allowance to worker timecards you have two options:

  1. Add an allowance to one or more project worker timecards

  2. Add the same allowance to multiple workdays for an individual worker

Add an allowances to one or more project worker timecards

You can add allowances to one or more project worker timecards from the project’s Timecards & Expenses dashboard as follows:

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

  2. In the dropdown menu, select the project that you want to access timecards and expenses for

  3. In the left-side navigation Payroll menu, click Timecards & expenses

  4. On the Timecards & Expenses dashboard click the Add expense/allowance box and select the type of allowance you want to add

  5. In the popup, click the checkboxes to select the worker(s) whose timecards you want to add the expense/allowance to. To find specific workers quickly, use the Search by name or title…. box. Once you’ve selected the worker(s) click the Continue button.

  6. In the popup, enter the required information. The information that you’re required to enter is based on the type of allowance you’ve selected.

  7. Click the Date field to open a calendar and select the day for the allowance

  8. Click the Amount field to enter the dollar amount of the allowance

  9. Enter additional information about the expense/allowance

  10. Click the Select a file button to upload supporting documentation from your computer

  11. If Cost tracking is enabled for the project, click the search icon in the Code box to assign a code from your accounting chart to the expense/allowance

  12. Click the Review button to confirm the details that you’ve entered for the expense/allowance

  13. Once you’ve confirmed the details, click the Submit button

After you’ve submitted the allowance, it will appear in the Submissions list on the Timecards & Expenses dashboard for each worker you selected.

Timecards and expenses management interface showing submission details and options.

Select the project, click Timecards & expenses, and then click the search icon in the Add expense/allowance field

Click the search icon under Add expense/allowance, and then make your selection

A selection interface for workers with various job titles and a total amount displayed.

Select the Work location, click to select the workers, then click Continue

Form for adding kit fees, including expense details and attachment options.

Click to enter the Dates of expense and the Daily amount. Enter additional information, click Select a file to upload documentation, and then click the Review button.

Expense entry form showing details like date, amount, and location for review.

Review the details you entered, and then click the Submit button

Timecards requiring immediate attention listed with worker details and approval status.

The allowance(s) will now appear in the All submissions list on the project's Timecards & Expenses dashboard

Add the same allowance to multiple workdays for an individual worker

You can add an allowance to multiple days for the same worker by going to the Worker timecards & expenses page as follows:

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

  2. In the dropdown menu, select the project that the worker is part of

  3. In the left-side navigation, click People

  4. On the project’s People dashboard, click on the name of the worker whose timecard you want to add the allowance to

  5. On the worker’s profile, click the Manage worker timecard(s) button

  6. On the Worker timecards & expenses page, in the Expenses section, click Add expense/allowance and select the type of allowance you want to add

  7. In the popup, enter the required information. The information that you’re required to enter is based on the type of allowance you’ve selected.

  8. Click the Date field to open a calendar where you can add the allowance to one or more days within the workweek. Selecting multiple dates will generate identical payables for each selected day.

  9. Click the Daily Amount field to enter the daily dollar amount of the allowance

  10. Enter additional information about the expense/allowance

  11. Click the Select a file button to upload supporting documentation from your computer

  12. If Cost tracking is enabled for the project, click the search icon in the Code box to assign a code from your accounting chart to the expense/allowance

  13. Click the Review button to confirm the details that you’ve entered for the expense/allowance

  14. Once you’ve confirmed the details, click the Submit button

After you’ve submitted the allowance, it will appear in the Submissions list on the Worker timecards & expenses page.

Dashboard showing employee onboarding status and pending actions for immediate attention.

Select the project, click People and then click on the worker’s name

Dorene Accountant's profile details including job title, pay rate, and account status.

Click the Manage worker timecard(s) button

Overview of worker timecard and expenses for Dorene Accountant, including total wages and status.

Click Add expense/allowance and make your selection

Form for adding mileage expense with fields for miles, date, and total amount.

Enter the required information, select one or more days to add the allowance to, enter the Amount, and then click Select a file to upload documentation. When you're done, click the Save button.

Overview of worker timecard and expenses for Dorene Accountant, including submissions and totals.

Once allowances are submitted, they'll appear in the Submissions section of the Worker timecard & expenses page

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