Everlance Business
What's New
FAQ
- What is a GPS-tracked trip?
- Reimbursements Frequently Asked Questions (FAQ)
- How can I track mileage with Everlance?
- Why can't I see my Team Member's' Work Trips and Expenses?
- What will the Data Export look like?
- What does it mean if my data export expires?
For Members
- Where can I find the commute deduction policy?
- Where Can I Find out My Rate?
- How is My Reimbursement Rate Calculated?
- Everlance Business Privacy Policy
- Setting up Direct Deposit for Reimbursement Payments
- How to Manually Add a Trip
For Managers
- How to Export a List of Team Members
- Bulk Invite Team Members via CSV
- Getting Started with Everlance Business: Administrator's Onboarding Guide
- Team Places: Add a New Team Place
- How to View Trips and Expenses from the Team Summary
- View the Team Mileage Summary
Quick Start Guide: Business Account Owner
- Manage Commute Disallowance
- Favorite Team Places: Edit/Remove a Location
- Favorite Team Places: Bulk Import New Locations
- Getting Started: Setup Checklist (Account Owners)
- Preparing the Technology
- Preparing the Team
Team & Member Management (for Account Owners & Super Admins)
- How to View Members of a Program
- How to Create a CPM Program
- How do I Reassign a Team Member to a new Program?
- How to Set Up and Update Teams
- Changing a Member's Team
- Changing a Member's Role
Account Preferences (for Account Owners & Super Admins)
Billing Management (for Account Owners & Super Admins)
Team Reports and Approval Flow
- How to Filter Reports
- How to: Generate a Data Export (if you do not wish to use the "Reports" feature)
- Reports: Quick Start Guide for Team Members
- Reports: Quick Start Guide for Managers & Admins
- Reports: Create and Submit a Report to your Manager (Team Members)
- How to Mark a Report as Paid
FAVR: Fixed & Variable Rate
- Reimbursement (Canada Only): Set-up Direct Deposit for Reimbursement
- Reimbursements: How to change direct deposit bank information
- FAVR: Android Quick Start Guide
- What is a fixed and variable rate (FAVR) mileage program?
- FAVR: iOS Quick Start Guide
- Reimbursement (USA Only): Set-up Direct Deposit for Reimbursement