Automatically create draft reports that match your company’s reimbursement/payroll schedule with the “Auto-Create Schedule”. This way you don’t have to worry about creating a Report (with the right date range,etc.) because your work miles/expenses will automatically be assigned to a draft report after you classify them as work-related.
*Please note, if your Everlance account is linked to your Company's Everlance account then you will not be able to edit the Auto Create Schedule or change the report frequency (since this is controlled/preset by your account Admin)
Keep scrolling down for instructions on how to adjust “Auto-Create Schedule” to automatically create reports :
Step 1: Navigate to the "Reports" section by tapping "Reports" located in the lower right-hand corner of the screen.
Step 2: Click the green dot next to “Auto-create reports”.
Step 3: Click the toggle switch next “Auto-Generate Reports” to enable or disable this feature.
Step 4: Select the frequency by clicking the arrow and making a selection from the drop-down Report Schedule menu.
Pro Tip: Adjust the “Frequency” to match your reimbursement or payroll schedule.
Step 5: Don’t forget to click the checkmark icon to save these changes...and you’re done! 🙌
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