Do you need specialized Expense Categories for your Team? Now you can bulk import them into Everlance! This way the expenses will automatically appear pre-populated in your team members' accounts.
Step 1: Create a CSV or an Excel file with the Categories you would like imported into Everlance.
- Click here for a template that is already formatted in a way the Team Dashboard can recognize.
Step 2: Log into your account on the Team Dashboard.
Step 3: Click on 'Team Settings'.
Step 4: Click on 'Categories'.
Step 4: Click '+ Import Multiple' from the top right corner of your screen.
Step 5: Click or drag and drop the CSV or Excel file into the box and click 'Upload File' to import the Expense Categories.
Your Expense Categories should look similar to the screenshot below:
Please note that Team Members will have to close and reopen Everlance to see the updated Categories.
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at firstname.lastname@example.org 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.