Need to search for trips by date or purpose? Or perhaps you need to classify or delete multiple trips at once? By using a filter, you can customize your search in a matter of seconds! Use the filter feature to either batch classify your trips or just view them more easily without endless scrolling. Filtering applies to both unclassified and classified trips.
To begin, select your device:
Step 1: From the home screen, tap on 'Trips'.
Step 2: From the Trips tab, select 'All Trips'.
Step 3: Tap on the 'list' icon in the top right corner of your screen.
Step 4: A checkmark on the trip card indicates that you've selected your trips. Once you have chosen your trips, you can Classify, Merge, Add Tags, or Delete multiple trips at once.
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: There are two ways to view your trips. The hamburger icon with two lines allows you to see a more detailed view of your trips and the hamburger button with three lines allows you to see more trips on a single trip screen.
Step 3: For both options, you can use 'Filters' to search for your Trips.
Step 4: From the smaller trip view you can select your trips by clicking the box next to the trip card until a green check mark appears. You can Classify, Merge and Delete (trash icon) your trips from the top of the screen.
From the larger Trip view, click on 'Select Multiple' and click on the trip cards that you would like to make changes to.
You can then Classify, Merge, and Delete (trash icon) your trips from the top of the screen.
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.
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