If you need to take action on your team members' reports (such as Approve or Reject a Report), watch this video or keep scrolling down for instructions:

Step-by-step instructions:

1. Navigate to https://dashboard.everlance.com

2. Click "Team Dashboard"

3. Click "Reports"

4. Select the Reports you would like to approve.

5. Click "Approve"

6. Done!

FAQ:

How do I find the reports that need my approval?

1. Click on the "My Tasks" button (to the left of "All Reports").

2. Click on the dropdown menu and select the reports with the status you wish to view (e.g., "Needs Approval"):

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?  

If a Report has been Rejected, it will be returned (along with any notes from you) to the team member so they can make any necessary changes and re-submit the report. Once the Team member re-submits, you’ll have the option to review and mark as "Approved".

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 Comments & Activity. The Team Member will then be notified via email as well as a notification within the Everlance app.

Have questions, please contact us at support@everlance.com. We’re happy to help!