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For Managers

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Managers can access any member on their own team or sub-teams and see their trips & expenses, approve/deny reports and generate data exports. Manager Limiteds can only access members of their own team, not sub-teams.

  • How to Bulk Reject Reports
  • How can I find my team members' rate?
  • How to Export a List of Team Members
  • Bulk Invite Team Members via CSV
  • How to Add Team Places
  • How to View Trips and Expenses from the Team Summary
  • View the Team Mileage Summary
  • How to Edit a Team Name
  • How to Add Expense Categories
  • Import Multiple Expense Categories
  • Add Employee ID Number
  • How to View Members' Business Expenses and Generate Individual Exports
  • How to View Members' Trips and Generate Individual Exports
  • Joining your team on Everlance Business
  • How to Invite/Add Team Members to your team
  • Generate Member Data Exports