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 by your account Admin)
On the dashboard, for Team Admins
On the dashboard, you can make an Auto-Create Schedule to automatically create reports for you or your team (if you're an admin). Here's how:
Step 1: Navigate to your Team Dashboard.
Step 2: Click Team Settings.
Step 3: Click Auto-create Schedule.
Step 4: Create your schedule.
On your phone
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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