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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 Export a List of Team Members
  • Bulk Invite Team Members via CSV
  • Getting Started with Everlance Business: Administrator's Onboarding Guide
  • Team Places: Add a New Team Place
  • How to View Trips and Expenses from the Team Summary
  • View the Team Mileage Summary
  • Add a Team Name
  • Add Expense Categories
  • Expenses: Import Multiple Expense Categories
  • Team Purposes: Add Rates and Purposes
  • Add Employee ID Number
  • View Members' Expenses and Generate Filtered Individual Data Exports
  • View Members' Trips and Generate Filtered Individual Exports
  • How to join your company's team on Everlance Business
  • How to Invite/Add Team Members to your team
  • Generate Member Data Exports