The Team Dashboard, allows the Account Owner, Admins, and Managers to view their team's Reports for easy tracking and reimbursement. To learn how to Approve or Reject reports, follow the step-by-step instructions below: 

Step 1: Navigate to the Team Dashboard 

Step 2: Click 'Team Dashboard'

Step 3: Click Reimbursements

Step 4a: If you need to approve reports for a specific pay period, choose the Pay Period view. If you need to approve reports that were submitted outside of a Reimbursement Schedule, choose One-off Reports.

Pro tip: A driver must belong to a reimbursement Program in order to submit a report. 

A Program must be attached to a Reimbursement Schedule in order for this report to be processed. If you want to allow drivers to submit reports as needed or do not want to set up a recurring payroll, you can create a Schedule but select "None" as the frequency. Learn more here (see step 5b)

Step 4b: After you've selected One-off Reports, choose which filter you need to find your reports. If the only action you need to take is to approve all reports

Step 5: Click on the filter you want to view and it will open a new page view of individual reports.

Step 6a: Select the checkmark next to the report, and choose Approve or Reject.

Step 6b: 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.

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

Pro tip: If you need to make a note on a report (such as ask a question about a trip or expense), type in the comment box on the right-hand side of the report page that says Comments & Activity. The Team Member will then be notified via email as well as a notification within the Everlance app.

Customer Support:

Have any questions? We love hearing from you!

Email:Support@Everlance.com

Phone: (872)814-6308 USA

            (877)704-2687 CAN

Our office hours are 9am-5pm Monday - Friday and 9am-1pm EST on weekends.