How to Bulk Reject Reports

Efficiency is crucial in report management for any business. Sometimes, bulk rejecting reports is necessary to maintain accuracy and compliance. In this guide, we'll show you how to efficiently bulk reject reports using filters and our newest feature, Flags. This saves you time and ensures a smooth reporting process.

Follow the steps below to learn how to bulk reject reports: 

Step 1: Log in to your account on the Team Dashboard. 

Step 2:  Click on 'Reimbursements'.

Step 3: Select the 'Pay Period' you want to review reports for.

Step 4: Click on the box next to each report you'd like to reject. To reject all reports, select the box next to 'Members name' to select all reports in this pay period. 

Step 5: Click 'Reject'. 

Step 6: Add a comment so your drivers understand why the report was rejected and click 'Reject'.

Pro tip: To help make bulk rejecting reports easy, apply flags to filter and manage your outlier reports.

Step 7: Click on 'Filters'. 

Step 8: Click on the 'Flag' filter. 

Step 9: If you want to apply all of your Flags, click 'All Flagged Reports'; otherwise, select the specific Flag or Flags you'd like to apply. Your Reports will automatically update based on your filtered Flags.

Step 10: You can reject reports individually or bulk reject reports that have been Flagged. 

To learn more about how Flags can speed up your reporting, check out the articles below:

• What are Outlier Flags?
• How to Create Outlier Flags for Reporting
• How to Filter Reports Using Outlier Flags 

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.