If you have auto-draft reports you don't need, this iOS tutorial shows you how to delete those first. If want to just skip straight ahead to creating a brand new report, go to 0:50 on the tutorial.

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 you'll want to give the Report a title. Tap on 'Add a Report Name' in the Report title field and the cursor will appear so you can add/edit the text (we recommend entering the dates for the Report 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 6a: Here you will use the filters at the top (Unclassified and Date Range) to locate the Trips you need to submit. Tap on 'Unclassified' to start. You will then select your Work purpose (such as Everlance or Acosta)

Step 6b: Now, use the Date Range filter at the top next to the Purpose you just selected. Select the prepopulated dates or choose 'Custom' at the bottom to choose your own. In my example, I chose 'This Month'.

Step 7: Click 'Add All' in the bottom right corner (the numbers in parentheses on the Add All button are the number of Trips/Transactions found that matched the filters you chose).

Step 8: 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 9: 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.

Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial! 

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

Step 2: Click the '+' button in the bottom right corner and select 'Create Report'

Step 3: Next you'll want to give the Report a title. Tap on 'Add a Report Name' in the Report title field and the cursor will appear so you can add/edit the text (we recommend entering the dates for the Report 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 6a: Here you will use the filters at the top (Unclassified and Date Range) to locate the Trips you need to submit.

Tap on 'Unclassified' to start. You will then select your Work purpose (such as Everlance or Acosta)

Step 6b: Now, use the Date Range filter at the top next to the Purpose you just selected. Select the prepopulated dates or choose "Custom" at the bottom to choose your own.

Step 7: Click 'Add All' in the bottom right corner (the numbers in parentheses on the Add All button are the number of Trips/Transactions found that matched the filters you chose).

Step 8: 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 9: 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 Team Dashboard

Step 2: Click 'Reports'

Step 3: Click 'New Report'

Step 4: Click on, 'Report Title' to give your report a name

Step 5: Click 'Add trips'

Step 6: Select all of the trips you would like to add to your report 

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

Step 8: Click 'Submit'

Step 9: Click 'Submit Report' to confirm your submission

Great work! You successfully submitted a Report with Everlance.