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Finance Overview

Actions a user with finance role can perform

Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Users in this role will be able to add expense reports to payment queue and process payments in addition to verifying reports. As Finance on fyle, the user will see all reports of all employees irrespective of the state. However, Finance user will not be able to invite users or change organisation settings such categories, expense policies, cost centers etc. 

An organisation can divide the role into Verifier and Payment Processor or have just Finance role who can perform actions of both the roles together. The flowchart below helps you understand the role better. Highlighted are the primary actions of Verifier and Payment Processor. 


Finance Overview - Flowchart


To read about all the finance actions, click here.

To know how to verify a report, click here

To know how to process the payment, click here

To know to issue advances, click here

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