Tailored Permissions That Scale With Your Projects

Welcome to September, everyone! This month: less busywork, more breakthroughs.

We’re focused on one thing: helping your team spend less time on manual tasks and more time moving production forward. With updates that offer greater flexibility, transparency, and control, you can trust your numbers, fine-tune permissions, and turn raw data into actionable insights—faster.

From project-level roles and permissions, to improvements for expense management, to a cleaner dashboard for your crew, these updates are designed to keep your crew happy and your projects humming.

Roles & permissions that flex with your productions

At Wrapbook Next this summer, we leaned into one of the biggest challenges productions face: permissions that adapt as quickly as responsibilities change. Roles and responsibilities shift constantly from project to project; now your permissions can shift just as easily—thanks to project-level roles and permissions.

Tailored access for multi-project teams

With project-level roles, you can:

• Assign the same worker to different roles on different projects
• Maintain a company-level default role for each worker—without being locked into it
• Match permissions to real responsibilities instead of providing blanket access
• Reduce security risks with project-specific access
• Configure roles yourself instantly—completely self-serve—no bottlenecks, no waiting on a rep to make adjustments

With project-level roles, you can assign the same worker to different roles on different projects—even within the same company. This flexibility reflects the realities of production, where responsibilities often shift from project to project. For example, someone might serve as a 1st Assistant Accountant on one project and as a 2nd Assistant Accountant on another. Project-level roles make it easy to tailor access to fit the needs of each production in seconds.

Features that are built to scale

The bigger picture: Project-level roles are just one piece of our ongoing push to put more control in your hands. More security, more flexibility, more self-serve power—so you can focus on production, not permissions.

More updates to streamline your workflow

Alongside project-level roles and permissions, we’ve introduced a set of updates to make Wrapbook even more powerful and intuitive:

Expense management

Keep tighter control over your production finances with tools designed to simplify and speed up expense tracking.

Automated transaction sync with Plaid

• Real-time syncing of bank accounts, credit cards, and managed cards
• Automatic transaction imports—no more manual downloads or data entry
• Project-level accountability with worker assignment for each transaction
• Faster reconciliation through integrated receipt management

Accounting

Strengthen your production oversight with deeper financial reporting and tools built for clarity at every stage.

Multi-currency tracking

• Tag expenses in native currencies across projects—no manual conversions needed
• Set and manage project-level exchange rates, with a complete audit history
• Generate reports in native or consolidated currencies, with flexible conversion options

Clearer tracking for EFC changes

• EFC Variance Report: Compare Estimated Final Costs between periods, with user-entered explanations for context
• EFC History Report: Review all EFC changes by account, filterable by period, account, or variance amount
• Sharper oversight to track cost shifts and keep productions on budget

Together, these updates reinforce the same goal as project-level roles and permissions: giving your team the flexibility, clarity, and control to scale productions with confidence.

Crew experience

Empower your crew with tools that make their day-to-day simpler and more transparent.

A cleaner, clearer dashboard for crew

• A new Worker Project Dashboard designed for clarity and ease of use
• A centralized project view with timecards, payments, and onboarding docs all in one place
• Simpler navigation so crew can track key details without hassle

User experience

Enhancements to the Wrapbook platform give you faster, more streamlined access to the tools you use every day.

Your exports, all in one place

We’ve centralized your most-used accounting and payroll exports into a single Exports Drawer, so you can find what you need without hunting through emails or waiting for downloads.

• Run exports in the background and keep working
• Get notified when files are ready, then filter by project, date, or file name
• Access all your exports in one place—across every project and company

Wrapping up

At Wrapbook, we’re committed to being a force multiplier for your production—constantly building enhancements that delight your team, reduce friction, and streamline every stage of your project. These updates are another step forward.

Want to see what that looks like for your next production? Let’s talk about your project and show you just how easy production payroll and accounting can be.