How to Create and Submit a Report to Your Manager

Step 1: Select the 'Reports' tab of the app.

Step 2: Click '+ New' in the top right corner to begin a new Report.

Step 3: Next, Add a Report Name, select your Reporting Period, and tap 'Create Report'.

*You will only be able to add trips based on the date range for your reporting period.

Step 4: You can now add trips and expenses to your Report. Switch between Trips and Expenses by tapping the toggle to select the view you need (use the default Trips view if your company is not reimbursing you for expenses).

Step 5: Tap the green 'Add Trips' button (this will take you to a new screen shown in step 6).

Step 6: From here the app will automatically filter your trips by Reporting Period and Team Purpose (such as Everlance or Acosta). You can tap the dropdown arrow to select another filter and scroll to the right to find other filters such as 'Start Place' and 'End Place'. 

Step 7: Once you’ve added that trip, you can add another or click the 'x' to return to the report and click 'Add All'.  

Step 8: Then hit 'Save' in the top right-hand corner.

Step 9: Does everything look ready to go now? Select 'Submit' ( the next screen gives the option to add a note if you need to). If you see the 'Success! message, then you know it was successfully submitted. 

Pro tip: If there is not a $ value next to your Mileage Value, don't be alarmed. This means that your company is calculating your reimbursement rate outside the app, but you are still submitting reimbursable mileage.
Step 10: You can track the status of your Report by viewing the 'Reports' tab after it’s been submitted.

In this example, the Report has been submitted but it is waiting to be approved/rejected.

Great work! You successfully submitted a Report with Everlance.

Step 1: Navigate to the Web Dashboard.

Step 2: Click 'Reports.'

Step 3: Click 'New Report' from the top right corner of your screen. 

Step 4: Next, Add a Report Name, select your Reporting Period, and click 'Create Report'.

*You will only be able to add trips based on the date range for your reporting period.

Step 5: Click 'Add trips.'

Step 6: Select all of the trips you would like to add to your report by clicking inside the checkbox. 

You can switch to view 'Expenses' at the top. 

Step 7: Click 'Add to report' to add the trips to the report.

Step 8: Does everything look ready to go now? Click 'Submit.'

Pro tip: If there is not a $ value next to your Mileage Value, don't be alarmed. This means that your company is calculating your reimbursement rate outside the app, but you are still submitting reimbursable mileage.

Step 9: Click 'Submit Report' to confirm your submission. You can leave a comment here for your reviewer if needed. 

Step 10: You can track the status of your Report by viewing the 'Reports' tab after it’s been submitted.

In this example, the Report has been submitted but it is waiting to be approved/rejected.

Great work! You successfully submitted a Report with Everlance.