Fyle for Admins

Learn how to setup Fyle for your organization - setting up expense policy, inviting employees, setting expense categories and preferences, approval workflows and more.

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35 articles in this collection
Written by Jahaber Sathik, Siva Narayanan, Pratima Rao and 2 others

Setting up of Departments

How to setup Departments and Sub-Departments under Settings?
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Written by Jahaber Sathik
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?
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Written by Jahaber Sathik
Updated over a week ago

Sequential approval of expense reports

What is Sequential Approval? How does it work?
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Written by Pratima Rao
Updated over a week ago

Processing a Trip Request

How to process a trip request?
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Written by Jahaber Sathik
Updated over a week ago

Getting started with Corporate Cards

Importing your corporate credit cards
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Written by Shreyas
Updated over a week ago

Access Delegation

What is access delegation? How can you make use of this feature?
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Written by Shreyas
Updated over a week ago

Custom User Fields

What are custom user fields ? How to add them on to your user details?
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Written by Jahaber Sathik
Updated over a week ago

Custom Expense Fields

What are custom expense fields ? How to add them on to your expense forms?
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Written by Jahaber Sathik
Updated over a week ago

Advance Request Custom Fields

Adding custom fields on advance request forms
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Written by Shreyas
Updated over a week ago

Configure Company Policies

View and configure your expense policies.
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Written by Siva Narayanan
Updated over a week ago

Invite Users

Add employees, build your team and set approval hierarchy
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Written by Siva Narayanan
Updated over a week ago

Outlook add-in requirements

Outlook version supports
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Written by Abhishek Jain
Updated over a week ago

Realtime Visibility - Admin Dashboard

What is in my dashboard?
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Written by Siva Narayanan
Updated over a week ago

Advanced Search

View past expenses of a User
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Written by Siva Narayanan
Updated over a week ago

Day 1 with Fyle (For Admins)

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Written by Siva Narayanan
Updated over a week ago