As a user with Finance role within Fyle, you will have the authority to classify the transactions of employees on behalf of the employees. Here's how
Classifying transactions associated with Unassigned cards:
Assigned Cards will show all the cards that have been assigned to employees.
Click on any employee’s name to see the cards and transactions assigned to them.
2. Click on Classify Transaction button to view the options using which you would like to classify the transaction:
3. Select the necessary option to classify the transaction. Once classified, the transaction can be viewed under the Classified Transactions section.
3. Click on the transaction(s) to check the details. If required, you can take necessary corrective action to bring back the transaction to Unclassified section.
Classifying transactions associated with Unassigned cards:
Choose the transaction(s) under Unassigned Transactions to assign them to any user.
2. Enter the employee’s name under Employee Name and click on Assign.
3. Now the transaction will move to the Unclassified Transactions section.
4. Click on Classify Transaction button to view the options using which you would like to classify the transaction:
5. Depending on the type of classification it will be moved to the Classified Transaction section.
6. Click on the transaction(s) to check the details. If required, you can take necessary corrective action to bring back the transaction to Unclassified section.