If you've classified your trips & expenses and you're ready to submit this information to your employer, please follow the instructions below:
- Before submitting your Report, make sure that your trips and expenses are all classified correctly. Only trips and expenses classified as Work/Team Purpose can be included in the Report.
You can either watch this short screen recording or keep scrolling down to read through the instructions:
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.
Android:
Step 1: Select the "Reports" tab of the app.
a. Android example: b. iOS example:
Step 2: Begin a new Report
For Android, click the "+" button in the bottom right corner and select "Create New Report."
For iOS, click "+ New" in the top right corner.
a. Android example b. iOS example
Step 3: Give the Report a Title
Tap on 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).
a. Android example b. iOS example
Step 3: You can nowadd 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).
a. Android example b. iOS Example
Step 4: Tap the green Add Trips button (this will take you to a new screen shown in step 5).
a. Android example b. iOS Example
Step 5a: 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)
Android example
iOS example
Step 5b: 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.
Android example:
iOS example:
Step 6: Click Add All in the bottom right corner (the numbers in parentheses on the Add All button are the amount of Trips/Transactions found that matched the filters you chose).
a. Android example b. iOS Example
Step 6: 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.
a. Android example:
b. iOS example:
Step 6: 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 is still needs waiting to be approved/rejected.
a. Android example b. iOS example
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.
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