Viewing project worker payments is permission based
To view worker timecards, your account must have one of the following roles enabled:
Role: Company Admin, Accountant, Company Manager, Project Coordinator, Project Assistant
Custom role with permission to access Payroll & Financials and Production & Payroll reports
This help article is for production administrators and accountants
To see how to track your payments as a production worker, click here.
Overview
As an authorized production administrator or accountant, you can track project worker payments for timecards, expenses, and allowances from the project’s Timecards and expenses.
How to track a worker’s payments
In the left-side navigation, click the dropdown menu to select the project
On the project’s dashboard, in the Timecards section, click View timecards
On the project’s Timecards & expenses dashboard, scroll down to the All submissions section
In the All Submissions section, use Search and the filters to find the worker/payment that you want to check
In the results listed, you can review the information in the columns to see each submission Amount, Status, and Payment
Click the View button next to any submission to see its full details
Select the project, then on the project dashboard, click View timecards
In the All submission section, All view, you can click to apply filters and use the Search box to find the payment requests submitted. Use the Amount, Status and Payment columns to check the payment. You can click the View button next ot a submission to see its full details.
Project worker submission and payment status types
To help production administrators and accountants track worker payments, Wrapbook, applies the following status types to timecards, expenses, and allowances created:
Draft - The submission has been started but hasn’t been submitted yet
Submitted - The submission was sent and is waiting on review by a company approver
In review - A company approver is actively reviewing the submission
Changes requested - An approver has sent the submission back with comments. The submission must be updated and resubmitted to continue.
Declined - The approver rejected the submission. It will not be included in payroll unless resubmitted and approved
Approved - The item passed review and is eligible to be included in the next payroll run
Pending - The payroll run containing the approved submission has been issued but is not yet funded or paid
Processing - Funds are in flight. Typically means bank processing is underway after debit initiation.
Funded - Wrapbook has confirmed funds for the payroll; approved payments are queued for disbursement to workers
Paid/Completed - Net payment has been disbursed to the worker and is considered settled. Payment details are available in the project’s Payroll Register.
Other places you can find information about worker payments
On the project’s People dashboard look at the last three columns in the worker’s listing to see a summary of their project payments Pending, Approved, and Paid
On the worker’s profile, scroll down to the bottom of the page until you see the following tables:
Recent payments - shows a list of the worker’s most recently issued or processed payments
Recent requests - shows the latest timecards, allowances and expenses, along with their current status
In the project’s Payroll Register - gives you a complete view of all payroll activity for a specific project