Here's a quick checklist for setting up Fyle for your organization.
1. Set Organization Details: To set-up organization details, click on the gear icon on the top right corner of the page and click on settings. You can add your organization details such as Organization name and domain address.
2. Create a new policy using our policy engine.
3. Add your team to FYLE, and set an approver hierarchy.
4. Integrate your Accounting System: We offer direct integrations with Quickbooks and Tally. Write to us at [email protected] to know more.
5. Learn about expense report approvals and processing.
6. Ask your employees to start fyling!