Classifying your Trip is as easy as swiping left or right! This helps users keep their Trips organized based on the purpose of the journey. You can classify your trips by Work, Personal, or Other.
To begin, select your device:
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the Everlance app, tap on 'Trips'
Step 2: To easily locate your trips that need classifications, simply tap the drop-down arrow and select the 'Unclassified' filter.
Step 3: To categorize as Work, swipe right on the trip card. You will see a green bar appear indicating the trip will be recorded as Work. You can then choose the specific Work Purpose that the trip will be classified as.
To categorize your trip as Personal, swipe left on the trip card.
To categorize as Other (medical, charity, etc.), swipe FAR left on the trip card. You will see an orange bar appear which will lead you to a list of Other category options.
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: From the Web Dashboard, click on 'Trips'
Step 2: Next, click on 'Filter'
Step 3: Under 'Purpose' select, 'Unclassified'.
Step 4: Once your Unclassified trips have been filtered, tap on the dropdown arrow next to 'Unclassified' to select your Classification.
Step 5: Click on your Classification and you're finished!
Your trip has successfully been Classified!
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
Comments
0 comments
Please sign in to leave a comment.