1. Navigate to https://dashboard.everlance.com

2. Click "Team Dashboard"

3. Click "Reports"

4. Select the Reports you would like to approve.

5. Click "Approve"

6. Done!

FAQ

How do I find the reports that need my approval?

1. Click on the "My Tasks" button (to the left of "All Reports").

2. Click on the dropdown menu and select the reports with the status you wish to view (e.g., "Needs Approval"):

What happens after I reject a Report?  

If a Report has been Rejected, it will be returned (along with any notes from you) to the team member so they can make any necessary changes and re-submit the report. Once the Team member re-submits, you’ll have the option to review and mark as "Approved".

Pro tip: If you need to make a note on a report (such as ask a question about a trip or expense), type in the comment box on the right-hand side of the report page that says Comments & Activity. The Team Member will then be notified via email as well as a notification within the Everlance app.

We love hearing from you! Support can be reached between at support@everlance.com or by phone at (872) 814-6308. Our office hours are 9am-5pm Monday - Friday and 9am-4pm EST on weekends.