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: Select the Report you want to review.
Step 5: Click the 'Mark as Paid' button.
Step 6: Then click 'Mark as Paid' again to confirm.
You’re done! An email will be sent to the team member notifying them that payment has been issued.
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.