Introduction
As an admin, you can customise the available options for employees while coding different fields on their expenses. For example, you can restrict the list of projects each employee can choose from while coding their expenses.
Note: Please ensure this feature is supported on your pricing plan. For more information, reach out to [email protected]
Manage allowed categories for employees
You can enable restrictions to allow each employee to use different lists of categories for their expenses. For example, you can restrict John to be able to use categories Airlines, Per Diem and Office Supplies for his expenses, and Ginny to use categories Office Supplies, Accounting Software and Food for her expenses. To configure the allowed categories for each employee:
Step 1: Enable category based restrictions in your organization
Restrictions on categories is an optional feature in Fyle. Unless enabled, all categories in your Fyle account are available for all employees.
To enable this restriction,
Go to Admin Settings > Organization > Categories.
Enable Restrict employees to their own categories toggle.
Step 2: Choose the allowed categories for each employee
Once the restriction is enabled, you have to select the allowed categories for each employee. To do so:
Go to Admin Settings > Employees > Manage Employees.
For each employee, select the allowed categories under the Allowed Categories section.
Click on Save to confirm the selection. The employee will now be able to see only the allowed categories while coding their expenses.
For more information on managing categories in your organization, read this article: Managing categories in your organization
Manage allowed projects for employees
You can enable restrictions to allow each employee to use different lists of projects for their expenses. For example, you can restrict John to be able to use Project A, B and C for his expenses, and Ginny to use Project B, C and D for her expenses.. To configure the allowed projects for each employee:
Step 1: Enable project based restrictions in your organization
Restrictions on projects is an optional feature in Fyle. Unless enabled, all projects in your Fyle account are available for all employees.
To enable this restriction,
Go to Admin Settings > Organization > Projects.
Enable Restrict employees to their own projects toggle.
Step 2: Choose the allowed projects for each employee
Once the restriction is enabled, you have to select the allowed projects for each employee. To do so:
Go to Admin Settings > Employees > Manage Employees.
For each employee, select the allowed projects under the Allowed Projects section.
Click on Save to confirm the selection. The employee will now be able to see only the allowed projects while coding their expenses.
For more information on managing projects in your organization, read this article: Managing projects in your organization
Manage allowed cost centers for employees
You can enable restrictions to allow each employee to use different lists of cost centers for their expenses. For example, you can restrict John to be able to use Cost Center New York and Long Island for his expenses, and Ginny to use Delaware, New York and Dallas for her expenses. To configure the allowed cost centers for each employee:
Step 1: Enable cost center based restrictions in your organization
Restrictions on cost centers is an optional feature in Fyle. Unless enabled, all cost centers in your Fyle account are available for all employees.
To enable this restriction,
Go to Admin Settings > Organization > Cost Centers.
Enable Restrict employees to their own cost centers toggle.
Step 2: Choose the allowed cost centers for each employee
Once the restriction is enabled, you have to select the allowed cost centers for each employee. To do so:
Go to Admin Settings > Employees > Manage Employees.
For each employee, select the allowed cost centers under the Allowed Cost Centers section.
Click on Save to confirm the selection. The employee will now be able to see only the allowed cost centers while coding their expenses.
For more information on managing cost centers in your organization, read this article: Managing cost centers in your organization