Managing your team’s reimbursements? With Everlance, you can easily mark reports as paid so you know who has already been reimbursed.

Before getting started, note that your company’s Approval Flow needs to have“Needs to Mark as Paid” as one of the steps. Click here to learn how Admins can set up the approval flow.

Step 1: Open the Team 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 my 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 "Mark as Paid" again to confirm.

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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 support@everlance.com and we'll be glad to help!