Your Profile page in Fyle's Spender Settings houses all your essential information, from personal details to bank account information for reimbursements. This article guides you through navigating and managing your profile.
Accessing Your Profile
Open Spender Settings: Click the gear icon in the top-right corner of the Fyle web app.
Navigate to Profile: Click Profile in the left sidebar.
Profile Sections
General: This section contains your name, email address, mobile number, and primary organization (if you're part of multiple organizations on Fyle). You can update your name and mobile number here.
Organization Details and Approver Details: This section displays information about your organization and your assigned approver(s). These details are typically managed by your Fyle admin and are view-only for spenders.
Bank Account (for ACH Reimbursements): If your organization uses ACH for reimbursements, this section is where you provide your bank account details to receive direct deposits. Enter your bank name, account number, and routing number.
Fyle Mail: This is your unique Fyle email address. Use this email for services like Uber, Lyft, etc., to automatically create expenses in Fyle. Forwarding receipts to this email also creates expenses.
Secondary Inboxes: Add secondary email addresses to forward business receipts from personal or other business accounts. Fyle will automatically create expenses from these forwarded receipts.
Access Delegatee: If you'll be unavailable to manage your expenses, you can delegate access to another employee. Select the delegatee and the duration of access (temporary or permanent).
Password: Change your Fyle password here. Enter your current password and then your new password twice for confirmation.