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Team Reports and Approval Flow

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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 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
  • Reports: Setup/Edit the Approval Flow (Account Owner 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