Managing your team’s reimbursements? With Everlance, you can easily mark reports as paid, to stay organized.
Before getting started, note that your company’s Approval Flow needs to have“Needs to Mark as Paid” as one of the steps. Learn how Admins can set up the approval flow.
Open the Teams Dashboard and click on Reports in the left sidebar menu.
Step 2: In the “My Tasks” view on the top half of the page, you’ll see reports divided by ones that “Need my approval” and “Need your payment.”
Step 3: Select See Reports underneath the “Needs my Payment” option.
Step 4: Scroll down and select the report you want to review and mark as Paid.
Step 5: Click the green Mark as Paid button and click again to confirm.
Step 6: You’re done! An email will be sent to the team member notifying them that payment has been issued.
Do you have questions? Please email us at firstname.lastname@example.org and we'll be glad to help!