Everlance enables you to track all your expenses, so you can say goodbye to all those paper receipts! The expense feature allows you to sync your bank/card with the app or to manually add in transactions. Follow the instructions below to learn how to add a transaction and include the receipt! 

Index

Web Dashboard

Step 1: Select Transactions on the left side of the screen.

Step 2: Then select NEW in the right side of the screen and choose Expense.

Step 3: Enter in Transaction details (merchant name, expense amount, etc). Click on the camera icon to upload an image of the receipt if you want to add it.

Step 4: Press the green Save button in the right corner and you're done!

When you generate a spreadsheet report of your transactions, your receipt photos will show as a URL for you to copy and paste into your browser. If you request a PDF report, the receipts are attached as images.

Android

Step 1: Click the + button in the bottom right.

Step 2: Click Add Expense.

Step 3: Enter your expense details.  If you have a receipt you want to attach to this expense, tap the camera icon on the top right to take a picture of the receipt.

Don't forget to click the checkmark at the top right of the screen to save the expense and you're done!

Step 4: You can access all your transactions by clicking on Transactions in the menu and then selecting any of the cards to get more info about the expense.

When you generate a spreadsheet report of your transactions, your receipt photos will show as a URL for you to copy and paste into your browser. If you request a PDF report, the receipts are attached as images.

iPhone

Step 1: Click on the + button on the bottom of the screen.

Step 2: Select Expense from options.

Step 3: Enter info about the expense. Note that you can add receipt images by clicking on camera icon top right and make sure to use the search function when you are near the establishment that the expense is created for.

Don't forget to click Create to save your expense!

Step 4: You can access all your transactions by clicking on Transactions on the bottom of the screen and then by selecting any of the cards to get more info about the expense.

When you generate a spreadsheet report of your transactions, your receipt photos will show as a URL for you to copy and paste into your browser. If you request a PDF report, the receipts are attached as images.

We love hearing from you! Support can be reached at support@everlance.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.