Who is an Admin?
Admin or Administrator is a user that has the features available to view, control and manage the organization's workflow, policies, settings, configurations, and process reimbursements (if applicable). An admin can perform multiple actions on behalf of spenders, approvers, and finance.
An admin is also a spender, hence you will have two views on your Fyle account. The Organizational view and the Spender view. The Organizational view is where you can carry out various actions for your organization, for example, set automated report submission schedules for your users. Whereas, in the Spender view, you can use it to submit your personal expenses for reimbursement/reconciliation.
You can switch between the two views from the top right corner of your screen.
Pages Available to Admins
Since you will be managing various functions, there are different pages that are visible including Tasks, Spend Overview, Reports, Corporate Cards (Manage Cards, Transactions, Statements), Expenses, Summary, and Analytics.
You can carry out various actions from each page:
Tasks: This is your first landing page, from the Tasks page you can complete any actionable pending on you and send reminders to your employees to complete any tasks pending on them.
Spend Overview: This page gives you a one-glance picture of the spending pattern across your organization. You can filter and customize your view in order to see the required data.
Reports: As an admin, you will be able to view, approve, and send back all reports created by users across the organization. You can view and take various other actions from the Reports page.
Corporate Cards:
Manage Cards: You can view all the corporate credit cards that are added to Fyle. You can assign, and re-assign transactions/cards to employees, and delete cards that are no longer required.
Transactions: All transactions made across all the corporate credit cards are visible to you on this single page. You can view, filter and export them as required.
Statements: You can upload your corporate credit card statements for importing transactions into Fyle from this page.
Expenses: All expenses, across all states, will be visible on this page. You can edit your employees' expenses from here and also export expenses from this page for reconciliation.
Summary: This page shows you the summary of spending for each employee on a single screen. You can view the completed, submitted, and reimbursable expenses as well as any unaccounted advance and liability to the employee. You can click on the dollar value to actually view the expenses under each bracket.
Analytics: The Analytics page gives you a bunch of statistics that can be extremely beneficial for understanding the spending across various categories, departments, etc. You can also see the turn-around time on Fyle to understand how long it takes for the workflow from expense creation to completion takes in real-time. Lastly, you can see risk factors such as the highest spenders, the highest policy violators, etc.
Admin Settings
Apart from the changes you can make across the various pages, there are a bunch of settings that you can control as an admin. You can access admin settings by clicking on the gear icon in the top right corner of your screen.
On the left-hand side panel, you will see a bunch of admin settings available to you.
Account: Set up general account settings, notification preferences, SSO/ IP restrictions, and other advanced settings from the Account section.
Organization: Set up payment mode configuration, projects, categories, departments, cost centers, departments, set up levels or a work hierarchy for your users that is followed for your organization.
Expenses: Configure expense fields, expense rules, policies, mileage, budges, per diem, receipts, taxes, and exchange rates as per your organization's workflow.
Expense Reports: Set up an automatic submission schedule for reports.
Cards: Configure settings related to reconciling business expenses made using corporate credit cards.
Reimbursements: Set your organization's default payment options to reimburse the employees.
Employees: Manage your employee details, and settings, assign roles to employees, assign delegates, enable/disable employees and configure employee form fields.
Integrations: Integrate your Fyle account with accounting software and HRMS.
Help Articles and Support
You can always reach out via email to our support team for any queries you may have from the support icon in the top right corner of your screen. The Help Centre is also accessible to you and has multiple knowledge base articles to guide you through the product.
This covers a wide range of functionalities, settings, and operations that as an admin you can go through and explore on your first day using Fyle.