Getting started is easy! Follow this step-by-step guide to set up your Everlance Business account and start saving.
What’s Everlance Business?
Your reimbursement mission control.
We've combined our #1 mileage & expense tracking app with a powerful admin dashboard to help you control your team's mileage & expenses. On average, teams on Everlance save 30% in monthly reimbursements.
Let's get started!
Step 1: Invite your managers to start saving.
This step is the key to setting yourself up for success with Everlance. It only takes a few minutes!
Add members to send out invitations. Once your team members have accepted the invitations, they'll be able to enjoy Premium benefits like automatic trip and expense tracking, Work Hours, and high-priority customer support.
Step 2: Invite Members
Invite all of your employees to maximize your cost savings.
Step 3: Set Purposes
The "Purpose" feature will save you hours every month. Under the Team Dashboard, go to Settings to create Purposes. From there, you can add Purposes and set the mileage rate. Then, your employees will be able to Swipe trips & transactions to classify their data to one of the Team Purposes you created. It only takes a minute!
Step 4: Set up your Team’s settings
If you have frequently visited locations, expense categories, and mileage rates that you'd like to pre-set for your whole team or just a sub-team, you can set them up in the Team Dashboard.
If your company has an approval process for mileage and expenses, adjust the Approval Flow to meet your Team's needs.
Click here for instructions on how to set-up & adjust your Team's Approval Flow for Mileage & Expense Reports.
Step 5: Set Expectations
Telling your team how to get their data to you will save hours every month. There are two options: submit Reports or use Data Exports. Learn more about each option below.
We’re so happy that you’re interested in using our Reports feature. Reports are easy to submit, review, and approve all in Everlance.
Follow these steps, and you’ll be approving Reports in no time (you can also check out our quick video tutorial here):
- Ask your employees to update their Everlance app and start submitting Reports directly from the app. We've tried to make it easy for you by providing an email template here to email your team members requesting that they use the Everlance Reports feature. Plus, here is a Reports Quick Start Guide for Team Members.
- Review and approve reports on the Team Dashboard.
- Download the reports.
If members are submitting Reports, then you can approve or reject these Reports and process the reimbursement payments while keeping your team updated on the status of their claims.
Data Exports are easy-to-read summaries that you can download as Excel, CSV, or PDF files. For step-by-step instructions for viewing a Team Member’s Data Export from the Team Dashboard, please read this guide. Members can download their own Data Exports to submit or you can download their Data Exports on their behalf using the Team Dashboard.
And that’s it! You’re ready to start saving with Everlance Business.
For mileage tracking accuracy, encourage members to check the Tracker Checklist.
Reach out to our Support and Success departments with questions and feedback; we love hearing from you! Support can be reached at firstname.lastname@example.org or by phone at (872) 814-6308.