Administrators now have the ability to define Holidays on Fyle. This feature can be utilised to define policies to specify the days on which expenses can be claimed by employees.

Head over to Settings > Holidays to specify the holidays applicable for your organisation.The holidays can be configured for different locations as well.

To Add a Holiday:

  • Login to your Fyle account.
  • Click on Settings
  • Navigate to Holidays tab
  • Click on "Add Holiday" button
  • Enter the Holiday Name, Location, Date
  • Click "Save"
  • You can also use "Date Range" to select continuous holidays and select the start and end date.

To design a policy on holidays:

Using policies you can either restrict/flag or mark violation when expenses are claimed on a holiday. 

  • Goto "Settings"
  • Navigate to "Policies"
  • Click on "+ New Policy"
  • Enter the "Description"
  • Tick "Expenses spent on weekend/holiday cannot be claimed" under Policy Conditions
  • Select the required actions when the policy is violated, e.g. Policy actions like flagging the expense, popup on violation, critical policy violation wherein users will not be able to save the expense, or adding additional approver¬†
  • Click "Save"

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