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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
See all 12 articles

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?
See all 13 articles

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
See all 8 articles

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
See all 11 articles

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
See all 13 articles