Everlance Business
New Feature: Team Reports and Approval Flow
- 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
- How to Submit a Report to your Manager
- How to Mark a Report as Paid
- How to Download a Report
FAQ
- Intro to Everlance Business
- Everlance Business Self-Serve Onboarding Guide
- 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?
Everlance Business Account Owner
- Unlock Premium Features for Everlance Business
- Getting Started Checklist for Owners, Admins, and Managers
- Download Everlance Invoice
- How to Cancel a Everlance Business Subscription
- Changing a Member's Role
- Visualizing and Editing the Team Structure with the Member Tree
Members
- Send a Data Export to your Team Manager on the Web Dashboard
- Batch Reclassify
- Add an Expense Manually
- Update Account Information
- Favorite Places
- Getting Started with Everlance Business
Admins & Managers
- Add Team Places
- How to View Trips and Expenses from the Team Summary
- View the Team Mileage Summary
- Add a Team Name
- Add Expense Categories
- Bulk Import Expense Categories