What's New
- Product Update Log
- How to Identify Employees Who Haven't Set Up Direct Deposit
- How to Pay your Employees
- How to Unlink Your HR System from Everlance
- How to Link Your HR System to Everlance
- How to Set-Up Single Sign-On (SSO)
FAQ
- What Countries Support Everlance from the App Store?
- How to See Totals by Tag and Categories
- What are the Different Types of Vehicle Reimbursement Programs Everlance Provides?
- What is a Cent Per Mile (CPM) Program?
- What Happens if a Team Member Changes Programs Mid-Reimbursement Period?
- What are One-Off Reports?
Quick Start Guide: Business Account Owner
Account Preferences (for Account Owners & Super Admins)
Team Setup and Management
- Formatting the Members CSV File
- How to Check Your Team's Activity from Team Summary
- How to View A Visual Diagram of Your Team Hierarchy
- How to Export a List of Team Members
- How to Set Up and Update Teams
- Bulk Invite Team Members via CSV
Member Management
- How to Update the Account Owner
- How to Reactivate a Members Everlance Account
- How to Add Custom Data to Your Member Details
- What's a Mileage Band? How to Assign It and Adjust It for Your Drivers
- How to Add, Archive, and Place Members on Leave
- How to Bulk Update Team Members' Information
Team Reports and Reimbursements
Schedules and Approval Flow
Programs
- How to Add New Purposes to your Program
- Admins: How to Archive a Program
- How to Change the Rate of a Program (For Account Owners and Super Admins)
- How to View Members of a Program
- How to Create a CPM Program
- Add a Schedule to Your Program to Auto-Create Reports