The Approval Flow behaves like a map for how the Reports should submitted/approved and it determines what happens to a Report after it has been submitted by the employee. Since the Approval Flow is such an important component, only the Account Owner/Primary Administrator and Super admin can create or edit the Approval Flow.

Step 1: Click on 'Team Settings' at the bottom of the left-hand menu in the Team Dashboard.

Step 2: Select 'Approval Flow'

Step 3: The Approval Flow defines who approves a report that has been submitted.  Account owners can adjust the approval flow to meet their team's needs. You can add or remove approvers, set up multi-level approvals, add a payer, or send someone a copy.  

Needs to Approve:  Assign a person who needs to approve submitted reports (must be a manager or admin).

Needs to Mark as Paid:  Assign a person who needs to mark that reports have been paid, must be an admin.

Receives a copy: Assign a person who receives a copy of all approved reports.

You can add any combination of these steps to your approval flow.  There must be at least one step in the approval flow in order for Reports to work properly.  

Step 4: To add a step to your approval flow, click Add Step and assign a role.  Only managers and admins can be added to the approval flow.

Step 5: When you add a step to your Approval Flow, it automatically gets saved.  The next report that is submitted by an employee will follow the latest approval flow.

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com 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.