Everlance Teams
New Feature: Teams Reports and Approval Flow
- How to: Generate a Data Export (if I do not wish to use the cool "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
- How can I track mileage with Everlance?
- Why can't I see my users' Work Trips and Expenses?
- What will the data export look like?
- What does it mean if my data export expires?
- How much battery does Everlance use?
- My company has a Teams Account. Why don't I have Premium features?
Teams Account Owner
- Getting Started Checklist for Owners, Admins, and Managers
- Download Everlance Invoice
- How to Cancel a Teams Subscription
- Changing a Member's Role
- Visualizing and Editing the Team Structure with the Member Tree
- Changing the Number of Seats in a Teams Subscription
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 for Teams
Admins & Managers
- Add Teams 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