Fyle

Product Team

Get started with your admin account, set up organization details, employees, notifications and more. 

Admin Settings

This article covers an overview of the different pages and actions available in your admin account in Sage Expense Management.

Admin overview

General Account Settings for your organization

This article covers how you can set up a schedule for automatic report creation and submission for your employees' expenses.

Set up Automatic Report Submission for your employees' expenses

This article covers how to customize expense reports, web app, and transactional emails by adding your company logo.

Customize expense reports using company branding

This article covers how to create multiple organizations on Sage Expense Management.

Setting up multiple organizations on Sage Expense Management

This article covers how to reset or delete your company's Sage Expense Management account.

Reset or delete Sage Expense Management account

Getting started

This article covers the different payment mode options that can be configured for your employees in Sage Expense Management

Managing payment modes in your organization

This article covers how to create, edit and remove categories and restricting categories available for different employees.

Managing categories in your organization

This article covers how to manage the categories, projects, cost centers that employees can use while coding expenses.

Managing allowed categories, projects, cost centers for employees

This article covers how to create, edit and remove projects and restricting projects available for different employees.

Managing projects in your organization

This article covers how to create, edit and remove cost centers and restricting cost centers available for different employees.

Managing cost centers in your organization

Managing levels in your organization

This article covers how to create, edit and remove departments and if required, approvers for each department.

Managing departments in your organization

This article covers how to create, edit or remove merchants, and an introduction to expenses rules based on merchants.

Managing merchants in your organization

This article covers how to set up per diem rates, disable per diem rates and restrict employees to use only certain per diem rates.

Set up per diem rates in your organization

This article covers how to update your mileage rate as per IRS guidelines every year.

Updating mileage rates as per 2026 IRS Guidelines

This article covers how to simplify IRS compliance, eliminate manual errors, and ensure precise deductions with Commute Deduction feature.

Using Commute Deduction feature to comply with IRS Guidelines

This article covers how to set up, enable or disable mileage rates for your organization.

Setting up mileage reimbursement rates in your organization

This article explains how to manage project-level Billable defaults in Sage Expense Management, including enabling the Billable field, setting defaults for individual projects, and updating values in bulk.

Managing Project-level Billable Defaults

This article covers how you can customize the date, time, and currency formats in your organization based on your region's formats in Sage Expense Management

Set regional formats for Date, Time, and Currency

Set up Categories, Projects, Levels, Departments

Organization Settings

This article covers how to customise the employee details required while adding new employees to your company's Sage Expense Management account.

Configuring employee details required to add new employees

This articles cover adding employees to your company's Sage Expense Management account, and sending/resending email invitations to employees.

Adding new employees

This article covers how to disable or re-enable accounts for employees in your company.

Disabling and re-enabling employee accounts

This article covers an overview of access delegation in Sage Expense Management, and how to use the feature.

Enabling delegation for employee accounts

This article covers how to export employee details from Sage Expense Management and receive the export via email.

Exporting employee details

This article covers the roles available to employees added to your company's Sage Expense Management account.

Available employees roles in Sage Expense Management

Add and manage employees in Sage Expense Management.

Employee Settings

This article covers customising and managing email notifications sent to employees for different events.

Manage email notifications for your employees

This article covers how you can send email reminders to employees to complete pending tasks.

Send reminders to employees from your dashboard

This articles covers how to set up automatic email reminders for your employees to complete their pending tasks.

Set up automatic reminders for your employees

Set up Notifications & Reminders for your Sage Expense Management account.

Notifications & Reminders

This article covers configuring multi-factor authentication using SSO with popular Identity providers such as G Suite and Azure

Setting up multi-factor authentication

This article covers how to restrict admins from accessing Sage Expense Management from outside your business network.

Setting up IP restrictions for admins

This article covers setting up Single Sign-on using SAML 2.0 in your Sage Expense Management account.

Setting up SAML 2.0 SSO

This article is a brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.

Common SAML terms

This article covers information on the SAML metadata file that you need to provide while configuring SSO.

SAML metadata file

Set up security preferences for your Sage Expense Management account.

Security Settings

Find answers and get help from Intercom Support and Community Experts

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