What are Tags?

Tags allows Account Owners and Super Admins the ability to create company-specific labels directly from their Team Dashboard. This makes Tags great for keeping track of project charges, handling chargebacks, or improving internal insights.

With Tags, Drivers can now mark both trips and expenses using one or multiple 'tags'.

Admins and Account Owners can easily view detailed reports for each tag, giving a clear picture of the company's financial activities.

Why use Tags?

Tags make expense tracking easy and tailored to your company's needs. Here's how they can benefit you:

• Efficiency: Streamline expense tracking by tagging trips and expenses. With tags, you can download and filter expenses by tag, making it easier to submit billback reports to your customers or funders.
• Visibility: Drivers can now effortlessly include tags within the trip and expense details using both the app and Web Dashboard, improving visibility for all.
• Analytics: Tags enhance robust analytics, offering valuable insights for well-informed decision-making. Now, you have the ability to analyze your expenses based on projects, customers, or activities.

Whether you're managing expenses for precise accounting, client charge-backs, or gaining insights into your operations, Tags will empower you with control and clarity.

What's the difference between Tags and Categories?

• Categories: Categories operate on a one-to-one basis, meaning each expense can have only one category. As of now, Categories are exclusive to expenses.
• Tags: Tags, on the other hand, operate on a one-to-many basis, allowing a single trip or expense to be associated with multiple tags. This makes Tags suitable for scenarios where expenses may fall under multiple categories or when more nuanced tracking is required. We recommend using Tags for billbacks, project codes, charge codes, etc.

How to add and manage Tags:

Only root admins can create and manage tags. Learn how to use tags with the following guides:

• How to Add and Archive Tags
• How to Edit Tags
• Managing Tag Settings: Turning Tags On or Off for Your Team

Once tags are set up, they are visible to the entire team. Drivers can easily apply these tags to their trips and expenses, improving your company-specific expense tracking.

Data and Analytics:

Admins can leverage Tags for better insights:

• Team Summary Export: Get a comprehensive overview of tagged activities for the entire team.
• Personal Data Export: Dive deeper into individual reports by filtering with specific tags.
• Period Summary Download: Streamline insights with a breakdown of tagged activities in pay period summaries.

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.