What is Everlance Business?

Everlance Business is a great solution to manage your company's mileage and expenses in a central location. Admins and Managers can log into the Team Dashboard and review reports for each member, rather than tracking down mileage logs and expense reports, which makes Everlance Business a time-saver for businesses!

Key features of Everlance Business include:

• Team Dashboard
  • The Team Dashboard, the administrative portal, allows the Account Owner, Admins, and Managers to view their team's expenses and mileage for easy tracking and reimbursement.
  • Generate reports for entire teams or sub-teams, or for individual members at any time, as many times as you'd like! Only work-related trips and expenses are accessible to the company, so your team members' privacy will always be protected. 

• Programs
  • Programs, also known as "reimbursement programs", are frameworks within Everlance for Teams that enable businesses to define how and how much their team members are reimbursed for mileage and expenses incurred during work-related activities. These programs allow for customization of reimbursement rates and trip purposes to align with the specific needs and policies of the organization.

• Schedules:
  • Schedules define when team members receive reimbursements. By setting schedules for reimbursements, organizations can ensure timely and efficient processing, enhancing employee satisfaction and financial clarity.

• Reimbursements:
  • This feature allows organizations to run reimbursements similar to payroll processes. Users can approve a whole pay period or individual reports, ensuring timely and accurate reimbursements for team members.

• Flags:
  • Flags are set up based on reports that require further investigation or review. Flags automatically highlight reports that need attention, allowing users to easily filter and approve or reject during report review, enhancing accuracy and compliance.

• Expense Categories:
  • Expense Categories are pre-populated in members' accounts when adding expenses. Drivers can apply one category per expenses.

• Tags:
  • Unlike Categories, Tags enable drivers to label expenses and trips. Trips and expenses can have one or more tags associated with them, facilitating organization and analysis. Tags are recommended for various purposes such as bill backs, charge codes, and project codes, enhancing the granularity of financial tracking.

• Team Places:
  • Team Places feature allows users to save time by naming frequently visited places. Everlance automatically applies these names for everyone on the team, optimizing workflow management and enhancing efficiency in trip tracking.

• Team Roles:
  • Roles determine what each user has access to within the Everlance platform. By defining roles, organizations can ensure appropriate access levels for team members, safeguarding sensitive information and optimizing security.

• Compliance:
  • Everlance's compliance feature verifies each team member's current auto insurance and drivers license. By ensuring compliance with regulatory requirements, organizations can minimize potential liabilities and maintain legal and ethical standards.

• FAVR:
  • FAVR (Fixed and Variable Rate) reimbursement program offers a sophisticated, tax-free, and compliant alternative to traditional mileage reimbursement methods. Everlance's team collaborates with organizations to develop and implement customized FAVR programs, ensuring fair and compliant employee reimbursements based on various factors.

Employees have full control over their data and can customize the app's tracking with our helpful features:

• Automatic Detection
  • The app will use the mobile device's GPS and location services to begin recording a trip when it senses a movement and end each trip according to the Tracking Style that is set.
  • We recommend using Auto Detection to ensure all miles are recorded. Classify work-related trips under the Teams Purpose to submit a reimbursement claim. 

• Start Tracker
  • If you'd like to use GPS tracking but prefer to be hands-on, use the Start Tracker feature to manually begin and end the GPS tracker for each trip. 

• Favorite Places
  • While the company can add Team Places for the whole team, employees can also enter their own Favorite Places, like their Home. Adding Places makes it easier to manually add trips, understand or remember the purpose of that trip, and allows the app to better pinpoint specific locations. 

• Excel, CSV, and PDF Mileage and Expense Reports
  • Companies often pull reports for their employees, but members can also generate data exports of their information at any time. 
  • PDF reports generate images of the maps (Trips) and receipts (Transactions) while Excel reports provide a URL to access images.

• Work Hours & Auto-Classify
  • Have the Everlance app automatically classify Trips with the Work Hours, Auto-Classify, or Favorite Trips features. 
    • Work Hours - Your mileage can be classified automatically by following your work schedule. Set up a timeframe to have all Trips classified as your Work Purpose and everything outside of that as Personal, Unclassified or not tracked at all. 
    • Favorite Trips - Automatically classify a common trip under a specific Purpose. 
    • Auto-Classify - Have each/all Trips Classified to a single Purpose. Employees should use this feature with care to prevent all trips from being classified under the Teams Purpose.

You can view more information on this product and express interest here. We're glad to reach out to explain more about Everlance Business and answer any questions you may have!

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.