Popular Features & Helpful Use-Cases

We understand the challenges businesses face in managing mileage, expenses, and reimbursements. Everlance business is designed to streamline these processes, allowing you to focus on what matters most. Explore our popular features below and discover how Everlance can empower your organization to achieve greater efficiency.

Auto-Detection:

• This feature efficiently tracks trips in the background of a phone, adhering to IRS requirements for mileage logs. Once recorded, trips can be easily classified under preset purposes, making them visible to the company. Users can swipe trips to classify them as work-related or personal, saving time and ensuring accurate record-keeping. When used in conjunction with Work Hours, Auto-Detection optimizes time management.

Expense tracking via bank integration

• Everlance's bank integration feature allows members to connect their bank or credit cards for automatic expense tracking (. Users can add photos of receipts to digitize the company’s records and documentation, ensuring accuracy and compliance with expense tracking.

Programs:

• Also known as "Reimbursement Programs," define how and how much team members are reimbursed. This feature ensures consistency and transparency in reimbursement processes, enabling organizations to customize reimbursement policies according to their specific needs.

Schedules:

• Schedules define when team members receive reimbursements. By setting schedules for reimbursements, organizations can ensure timely and efficient processing, enhancing employee satisfaction and financial clarity.

Reimbursements:

• This feature allows organizations to run reimbursements similar to payroll processes. Users can approve a whole pay period or individual reports, ensuring timely and accurate reimbursements for team members.

Flags:

• Flags are set up based on reports that require further investigation or review. Flags automatically highlight reports that need attention, allowing users to easily filter and approve or reject during report review, enhancing accuracy and compliance.

Expense Categories:

• Expense Categories are pre-populated in members' accounts when adding expenses. Drivers can apply one category per expenses. 

Tags:

• Unlike Categories, Tags enable drivers to label expenses and trips. Trips and expenses can have one or more tags associated with them, facilitating organization and analysis. Tags are recommended for various purposes such as bill backs, charge codes, and project codes, enhancing the granularity of financial tracking.

Team Places:

• Team Places feature allows users to save time by naming frequently visited places. Everlance automatically applies these names for everyone on the team, optimizing workflow management and enhancing efficiency in trip tracking.

Team Roles:

• Roles determine what each user has access to within the Everlance platform. By defining roles, organizations can ensure appropriate access levels for team members, safeguarding sensitive information and optimizing security.

Compliance:

• Everlance's compliance feature proactively reduces risk by verifying each team member's current auto insurance and driving record. By ensuring compliance with regulatory requirements, organizations can minimize potential liabilities and maintain legal and ethical standards.

FAVR:

• FAVR (Fixed and Variable Rate) reimbursement program offers a sophisticated, tax-free, and compliant alternative to traditional mileage reimbursement methods. Everlance's team collaborates with organizations to develop and implement customized FAVR programs, ensuring fair and compliant employee reimbursements based on various factors.

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.