Team Reports and Approval Flow
The Team Reports and Approval Flow is Everlance's newest feature bundle that will make approving and paying expense reports a breeze! Account owners can customize their own approval for their team where they can add/remove approvers, set up multi-level approvals, add or remove payer, or send someone a copy. Once the Approval Flow has been set up, team members have the ability to submit a report for expenses or mileage reimbursement from the convenience of their Everlance app!
- How to Add or Remove a Team Member from a CPM Program
- How to Add or Remove a Team Member from a FAVR Program
- What are One-Off Reports?
- How to Filter Reports
- How to: Generate a Data Export (if you do not wish to use the "Reports" feature)
- Reports: Quick Start Guide for Team Members
- Reports: Quick Start Guide for Managers & Admins
- Reports: Create and Submit a Report to your Manager (Team Members)
- How to Mark a Report as Paid
- How to Download a Report
- How to Update the Approval Flow (Account Owner and Super Admin Only)
- Reports: Approve or Reject a Report
- How a Team Member can View Report Status or Add a Comment
- How an Admin can View Reports and Sort by Statuses
- How to Cancel/Unsubmit a Report
- Reports: How to Add & Remove a Trip/Expense