Fyle

Pradyumna Dinni

Tanvi Telang

Jahaber Sathik

Admin settings

This article covers an overview of the different pages and actions available in your admin account on Fyle.

Admin overview

General account settings for your organization

[Enterprise plan] Customize expense reports, web app, and transactional emails by adding your company logo.

Customize expense reports using company branding

This article covers how to reset or delete your company's Fyle account.

Reset or delete Fyle account

This article explains the steps of creating multiple organizations on Fyle by adding sub-orgs.

Multi-org Setup on Fyle

General settings

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

Managing categories 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 and remove cost centers and restricting cost centers available for different employees.

Managing cost centers in your organization

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 or remove merchants, and an introduction to expenses rules based on merchants.

Managing merchants in your organization

This article covers the different payment mode options that can be configured for your employees on Fyle.

Managing payment modes in your organization

Meeha Tewari

Set up categories, projects, levels, departments

Organization settings

Create events on the employees' calendars for auto-reminders

Google Calendar Reminders

How to set up auto-reminders to remind your employees to finish their tasks on Fyle?

Automatic Reminders

How to manage email notifications sent to users?

Organization-Wide Notification Preferences

Learn how to set the reminder and make full use of it.

Setting a reminder for submitting expense reports

Tasks Page For Admins and Finance Teams

Here are steps to set up automatic reminders to remind your employees to submit expense reports and approve them.

Set Up Automatic Reminders From The Tasks Dashboard

This article explains how you, as an admin, can send email reminders to your employees to complete and submit the expenses.

Send Reminders From The Tasks Dashboard

Shrey

Setup notifications & reminders for your Fyle account

Notifications & reminders

[Enterprise Plan] Single Sign-on using SAML

SAML 2.0 SSO

A brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.

Common SAML terms

What is the SAML metadata file that you need to provide while configuring SSO? What does it contain?

SAML metadata file

[Enterprise plan] How to restrict Admins from accessing the application outside the corporate network?

IP restrictions for Admin Users

Configuring multifactor authentication using SSO with popular Identity providers such as G Suite and Azure