For Managers
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