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 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