The Team Dashboard, allows the Account Owner, Admins, and Managers to view their team's Reports by Pay Period for easy tracking and reimbursement.
If you want to approve or reject a one-off Report, please click here.
To learn how to Approve or Reject reports by Pay Period, follow the step-by-step instructions below:
Step 1: Navigate to the Team Dashboard
Step 2: Click 'Team Dashboard'
Step 3: Click Reimbursements
Step 4: If you need to approve reports for a specific pay period, choose the Pay Period view. If you need to approve reports that were not submitted as a part of a Reimbursement Schedule, choose One-off Reports.
Step 4b: After you've selected Pay Periods, choose which filter you need to find your reports. If you need to approve the most recent pay period, choose Needs Approval.
Step 5: Click on the pay period you want to view and it will open a new page view of individual reports.
Step 6a: Select the checkmark next to the report, and choose Approve or Reject.
If you select Approve, this will move them to the Needs Payment view for the next person in the approval process to review and mark as Paid.
Step 6b: 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 to be approved in the next pay period.
It will be moved to the Rejected view of the page detail of this Pay Period
Step 7: If you want to review an individual report, select the report in question, where you can view trip and expense details. If you want to approve or reject individually, you'll select Approve or Reject in the individual trips view.
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.
Have any questions? We love hearing from you!
Phone: (872)814-6308 USA
Our office hours are 9am-5pm Monday - Friday and 9am-1pm EST on weekends.
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