Administrators now have the ability to define Holidays on Fyle. This feature can be utilized to define policies and specify the days on which expenses cannot be claimed by employees.
Head over to Settings > Organization > Holidays to specify the holidays applicable for your organization. The holidays can be configured for different locations as well.
To Add a Holiday
To Add a Holiday
Login to your Fyle account.
Click on Settings
Navigate to Organisation, Click on Holiday tab
Click on the "Add Holiday" button
Enter the Holiday Name, Location, Date
Click Save.
Note:
Location - We can also choose the preferred location by selecting the Specific location tab where you want the Holidays to be in effect.
Date - You can also select Date Range (select the start and end date) or specify a single date in this section.
Design policy on holidays
Using policies you can either restrict/flag or mark violations when expenses are claimed on a holiday. To set-up a policy around this:
Go to Settings
Navigate to Expenses>Policies
Click on + New Policy
Enter the Description
Select Expenses spent on weekend/holiday cannot be claimed under Policy Conditions
Select the required actions when the policy is violated, ie.
Flagging the expense
Show popup on violation
Critical policy violation(wherein users will not be able to save the expense), or
Add additional approver
After selecting all the required conditions, click on Save