Managing One-Off Reports: Approve, Reject, or Move Pay Periods

One-Off reports are reports that are submitted outside of a regular pay period, so they will not appear in the current 'Pay Period' view.

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 'One-off Reports'.

Step 4: After you've selected One-Off Reports, choose which filter you need to find your reports. Choose Needs Approval for reports awaiting your approval, but All will show all One-Off reports drivers have submitted.

Step 5: Click on the filter you want to view and it will display all individual reports that match your filter.

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

Step 7: 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 8: If you want to review an individual report, 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), 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:

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.