Visit the Team Dashboard here!

Do you have specialized Expense Categories for your Team? Now you can preset them into Everlance! Here's how:

Step 1: Click on the Team Settings tab on the Teams Dashboard.

Step 2: Go to the Categories tab.

Step 3: Click + ADD NEW.

Step 5: Enter the information and click ADD. You're done!

The Expense Categories can now be managed from this section. 

Use the SORT or Search features to organize and locate specific Categories.

Hover over the Category name to update it before clicking the SAVE button, or click the trashcan icon to remove it completely.

Please note that Team Members will have to close and reopen Everlance to see the updated Categories. Have questions? We'd love to hear from you! Email us at support@everlance.com. 

Visit the Teams Dashboard here!