How to Approve, Reject, or Move Reports to Another Pay Period

As an Account Owner or Admin, you can quickly review and manage your team’s reimbursement reports. You’ll have the option to approve, reject, or move reports to a different pay period. Whether you need to adjust a single report or shift multiple reports at once, the Reimbursements section gives you the tools and filters you need to handle reports efficiently.

To learn how to Approve, Reject or move reports to another pay period, follow the step-by-step instructions below: 

Step 1: Navigate to the Team Dashboard. 

Step 2: Click 'Reimbursements'.

Step 3: Choose the pay period that you would like to review. 

Step 4: After you've selected your pay period, use filters on the left side of the reporting table to help you find the reports you want to manage. 

Step 5: Select the checkmark next to the report(s) you want to update, then choose “Approve,” “Reject,” or “Move to Pay Period.” You can apply these actions to a single report or multiple reports at once.

Step 6: If a Report has been Rejected, it will be returned (along with any notes from you) to the team member so they can make any necessary changes and re-submit the report to be approved.

If a Report needs to be moved to another pay period, select the new reporting period and click, 'Done'. 

Step 7: If you want to review an individual report in detail, select the report where you can view trip and expense details. If you want to approve or reject individually, you'll select 'Approve' or 'Reject' in the top right corner. 

💡Pro tip: If you need to make a note on a report (such as ask a question about a trip or expense), click on 'View Activity and Comments' in the top right corner of your screen. The Team Member will then be notified via email as well as a notification within the Everlance app.

That’s it! You now know how to review, approve, reject, or move reimbursement reports to a different pay period.