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
- Welcome Part 3: How to Create and Submit a Report
- Welcome Series: How to Track, Add and Classify Trips
- Welcome Part 1: Getting Started
- Why can’t I add trips or transactions to my report?
- Where can I find the commute deduction policy?
- Where Can I Find out My Rate?
For Managers
- How can I find my team members' rate?
- 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
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 A Visual Diagram of Your Team Hierarchy
- How to Bulk Update Team Members' Information
- 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
Account Preferences (for Account Owners & Super Admins)
Billing Management (for Account Owners & Super Admins)
Team Reports and Approval Flow
- How to Add or Remove a Team Member from a CPM Program
- How to Add or Remove a Team Member from a FAVR Program
- What are One-Off Reports?
- 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
FAVR: Fixed & Variable Rate
- Why You May Be Non-Compliant with FAVR Regulations and How to Resubmit your Information
- 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