In this guide, we'll walk you through the process of approving and rejecting reports directly from the team dashboard. Whether you're a seasoned user or just starting out, you'll find it's a breeze to manage and make decisions on submitted reports.
Watch the brief video tutorial or keep scrolling for a step-by-step image tutorial!
Step 1: Log into your account on the Team Dashboard.
Step 2: Click on 'Reports' from the left side menu.
Step 3: Select the Reports you would like to approve.
Step 4: Click 'Approve' or 'Reject'.
How do I find the reports that need my approval?
Under 'My Tasks' click on 'See Reports'.
What happens after I approve a Report?
If a Report has been Approved, it will then go to the next step in the Approval Flow. (Your Primary Admin sets the Approval Flow. Possible next steps include another "Approval", "Mark as paid", automatically "sending a copy to accounting", etc.)
What happens after I reject a Report?
Pro tip: If you need to make a note on a report (such as ask a question about a trip or expense), type in the comment box on the right-hand side of the report page that says Activity and Comments. The Team Member will then be notified via email as well as a notification within the Everlance app.
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.