Am I Set Up Correctly?

If you’ve just started using Everlance through your company, you might be wondering what steps to take to ensure your account is ready to go. That’s why we’ve created a 3-part welcome series to guide you through the setup process. Click here to follow our welcome series and get started!

Key Steps to Ensure You're Set Up Correctly:

1. Check Your Tracker
Ensure your tracker has all the necessary permissions to capture your trips accurately.

• Navigate to Account (in the top-right corner of your screen) > Tracker Settings > Tracker Checklist. Ensure there are green checkmarks next to each item, especially Auto-detection, so trips are accurately captured in the background on your device.
• Open the app at least once a week (or more often) to keep it running smoothly.
  

2. Submit Compliance Documents
If your company requires compliance documents, you can submit them by:

• Go to Account (in the top-right corner of your screen) > Compliance.
  Upload your insurance declaration and driver’s license directly from there.
  

3. Set Up Direct Deposit
If your company reimburses you through Everlance, you’ll need to set up direct deposit:

• Follow these steps to complete your direct deposit setup and ensure timely reimbursements.
  

Why Complete the Welcome Series?
We strongly recommend taking the time to go through our welcome series. It will help you:

• Set up your account properly.
• Learn how to track mileage and use special tools to save time on recording and classifying trips and expenses.
• Understand how to submit reports and track their status to receive reimbursements.
  

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.