In this tutorial, we'll guide you step by step on effectively using Flags to filter and manage your outlier reports.
If you haven't set up Flags yet, click here to begin.
Step 1: From the Team Dashboard click on 'Reimbursements'.
Step 2: Select your Pay Period.
Step 3: Click on 'Filters'.
Step 4: Click on the 'Flag' filter.
Step 5: 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 6: Hover over the Flag icon in the first column to see how many Flags applied to the report. In this example, the report received one Flag.
Step 7: If you scroll to the right you will see which Flag condition was met. In this case, the report contained trips that were manually added.
You can also open up the Report detail and click on 'View Flags' in the top right corner of your screen.
This will give you a detailed list of all the Flags for the report which will also be shown on the employee's end under report activity.
Step 7: You can reject reports individually or bulk reject reports that have been Flagged.
That's it! You've just learned how to apply Flags to your Reports.
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