How to Submit Reports (for Employees with Auto-Created Reports)

Step 1: Select the 'Reports' tab in the bottom right corner of your screen.

Step 2: Next to each report, you can see their status. Draft means unsubmitted, Needs Approval means submitted but awaiting approval, Approved means it has been reviewed and approved, and Rejected means reviewed and rejected.

ℹ️Please note: For many drivers, your reports will be auto-created as pay periods. If your report has not been auto-created then you can create a new report by clicking on +New. Click here to learn more. 

Step 3: Select the reporting period that you would like to review.

Step 4: Next, review your trips. If all of your data is included in the Report, go ahead and tap 'Submit'. 

If you need to add more trips, tap on 'Add'

Step 5: Use the filters at the top to help you find your trips.  

Step 6: From the bottom of your screen, you can click 'New trip' to manually add a trip to your report or 'Add all' to include all the trips in your filtered view. 

Step 7: Then tap 'Save' in the top right-hand corner if you'd like to return to your report later on.

Step 8: Once you have all of your trips in the report, hit the green 'Submit' button. Here you can include a note to send with the report to your manager. 

Your admin will receive a notification of your submission. 

ℹ️Please note: If there is not a $ value next to your Mileage Value, don't be alarmed. This means that your company is calculating your reimbursement rate outside the app, but you are still submitting reimbursable mileage.
Step 9: You can track the status of your Report by viewing the 'Reports' tab after it’s been submitted.

In this example, the Report has been submitted but it is waiting to be approved/rejected.

Great work! You successfully submitted a Report with Everlance.

Step 1: Navigate to the Web Dashboard.

Step 2: Click 'Reports.'

Step 3: For many drivers, your reports will be auto-created as pay periods. If your report has not been auto-created then you can create a new report by clicking on 'New Report' from the top right corner of your screen. Click here to learn more. 

Step 4: Select the report you'd like to review. 

Step 5: Click 'Add to report' in the top right corner of your screen. 

Step 6: Review the trips and expenses based on your reporting period. You can switch between trips and expenses at the top of your screen. 

Step 7: In the top right corner of your screen you can click 'New trip' or 'New expense' to manually add trip/expense data to your report. 

Step 8: If everything looks ready, click 'Submit.'

ℹ️Please note: If there is not a $ value next to your Mileage Value, don't be alarmed. This means that your company is calculating your reimbursement rate outside the app, but you are still submitting reimbursable mileage.

Step 9: Click 'Submit Report' to confirm your submission. You can leave a comment here for your reviewer if needed. 

Step 10: You can track the status of your Report by viewing the 'Reports' tab after it’s been submitted.

In this example, the Report has been submitted but it is waiting to be approved/rejected.

Great work! You successfully submitted a Report with Everlance.