Fyle

Pradyumna Dinni

Tanvi Telang

Siva Narayanan

Expenses & Reports

This article covers how to configure expenses fields that employees have to fill while creating expenses through the expense form.

Configuring expense fields for the expense form

This article covers how to automatically complete expenses based on the merchant towards which the expense was made.

Auto fill expenses using merchant based expense rules

This article covers how to add, enable and disable tax groups in your organization.

Managing tax groups for your organization

This article covers an introduction to dependent fields and how to set them up and use them in Fyle.

Creating dependent fields in Fyle

This article covers causes for errors while creating dependent fields and how to resolve them.

Handling errors while creating dependent fields

Configure the Expense form that employees fill

Configure Expense form

This articles covers how to create expenses on behalf of your employees and assign them to your employees.

Creating and assigning expenses

This article covers the definition of duplicate expenses, how to identify them, and how to remove or merge duplicate expenses.

Identify and merge duplicate expenses on behalf of your employees

This article covers how admins can edit expenses in processing or closed state, or edit an expense that is not getting exported.

Edit expenses in Processing or Closed state

This article covers how admins can split an expense on behalf of another employee.

Splitting an expense as an admin

This articles covers the steps to save and share your commonly used search filters with other users in the organization.

Save and share filters you frequently use

Meeha Tewari

Manage & edit Expenses

This article covers the workflow for reports in Fyle and how you can use this as an admin.

Managing and processing expense reports

This article covers how admins can approve expense reports, either individually or in bulk.

Approving expense reports

This article covers how an admin can reject and send back an expense report submitted by any employee.

Sending back expense reports

This article covers how an admin can create and submit expense reports on behalf of any employee.

Create expense reports on behalf of employees

This article covers an introduction to the verification feature, verifier role, how to set up verification and how to verify expense reports.

Managing verification in your organization

This article covers how you can edit report names.

Editing report names

This article covers the steps to close expense reports in Fyle.

Closing expense reports

Manage, approve & process Reports

This article covers customizing your export data using Advanced Settings.

Using Advanced Export Settings while exporting expenses

This article covers all formulas supported in Fyle's Advanced Export Settings.

Using Advanced Export Formulas

Export Expenses

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