Setting up Cross-Org Expense and Project Approvals

With multi-org set up you can manage multiple organizations without shuffling from one organization to another on Fyle.

At the time of logging in, the primary org will be selected by default, but you can switch to other organizations as well.

Multiple organizations tile display at the time of login

How to set-up cross org approvals for your organization

Email - [email protected]
Org Name - Demo - Customer Success

Email - [email protected]

Org Name - CS Demo

In order to set up cross org approvals when the approver ([email protected]) is not a part of the same org as the user ([email protected]) follow the below steps -

1. Log in to the organization where the approver ([email protected]) has been added. Click on Employees from the left section, enter the approver's name in the search box. You will get all the results matching with the name, click on the approver's name, and copy the approver's email ID.

Copying the approver's email ID to set up cross org approval

2. Switch to the other organization where the user ([email protected]) exists and the approver ([email protected]) has to be added. Go to Employees and search for the user, click on it to open the Edit Employee. Add the copied email ID under the Primary approver and click on Save.

Adding the approver's email ID in a different organisation to set up cross org approval

Note: The email ID of the approvers will not be auto-populated if he is not a part of the current organization. The email ID will have to be added manually in the employee information for the user to set up the cross org approval.

Click here to know how cross-organization approval works.

How to set-up project approvals for your organization -

Setting up project approval is similar to cross-org approvals, to do the same follow the below instructions -

1. Log in to the organization where the approver ([email protected]) has been added. Click on Employees from the left section, enter the project approver's name in the search box. You will get all the results matching with the name, click on the approver's name, and copy the project approver's email ID.

2. Switch to the other organization where the project exists, that needs approval from an approver who doesn't belong to the current organization. Click on the gear icon to open Settings > go to projects option under Organization. If the project has already been added, click on the name to open it and add the copied email ID ([email protected]) under Approver 1. Once done click on Update Project.

If the project has not been added, click here to know how to add a project.

Once done, you will have to create a policy to establish the project approval process. Click here to know more.

Note:

Cross Org Project Approver: A project approver can be added while creating projects who will approve expenses that are linked to these particular projects. The project approver is different as the primary/secondary approver as he/she will only be approving the expenses where these projects have been mentioned.

Cross Org Approver: Can be a primary/secondary approver who doesn't belong to the same organization as the user.

Cross Org Approval: If you are an approver from Organization Org A and have users reporting from an organization Org B. When you approve the user's report (Org B) from your primary organization (Org A) such approvals are called Cross Org Approval.

Cross Org Project Approval: If you are an approver for Projects X & Y from Organization Org A and there are users from Organization B who have fyled multiple expenses including project X & Y. The approver will be able to approve these particular expenses from Org A. Such approvals are termed Cross Org Project Approval.