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Fyle for Admins
Learn how to setup Fyle for your organization - setting up expense policy, inviting employees, setting expense categories and preferences, approval workflows and more.
PTAdmin Overview
Create And Assign Expenses To Your Employees
Tasks Page For Admins and Finance Teams
Set Up Automatic Reminders From The Tasks Dashboard
Send Reminders From The Tasks Dashboard
Understanding The Spend Overview Chart
Editing Report Names
Admin Settings - Account
Payment modes available to employees
Schedule Automatic Report Submission from Organization Settings
New Expense Categories
Merchant-based Expense Rules
Understanding how the merchant-based expense rules work
Admin Settings - Organization
Admin Settings - Expenses
Admin Settings - Employees
Advances
Integrations - Accounting Software and HRMS
Dependent fields in Fyle
How to handle errors when creating dependent fields in Fyle?
How to update the dependent field values and mapping in Fyle?
Admin's First Day with Fyle
Setting Basic Organisation Details
Add Categories and Subcategories
Configure Expense Fields
Add Custom Expense Fields
Setting Expense Fields as Mandatory
Setting Up Levels for Your Organization
Setting Up Departments in Your Organization
Configure Custom Employee Fields
Holidays List
Organization-Wide Notification Preferences
Advance Request Custom Fields
Delete or Reset Fyle Account
Add, Enable, and Disable Cost Centers
Updating Mileage Rates As Per 2023 IRS Guidelines
Multi-org Setup on Fyle
Manage Visibility of Cost Centers Based on the User's Assigned Departments
Add, Enable, and Disable Projects
Renaming the Project field on Fyle
Selective Assignment Of Projects To Employees
Manage Visibility of Expense Categories Based on User's Assigned Projects
Set & Manage Per Diem Rates For Your Organization
Set Mileage Reimbursement Rates
Add Tax Groups For Your Organization
Budgets
Setting up Cross-Org Expense and Project Approvals
Company Branding
Mapping: Let Fyle automatically identify custom expense categories
Set currency exchange rates manually
Choosing Currency Exchange Rate Service
Sequential approval of expense reports
Set Up Secondary Approvers
Configure Expense Policies
Clone a Policy
Create policies specific to the spend made on Corporate cards
Exclude criteria while setting policies
Set Up Project Wise Approvals Policy
Add Department Head As An Approver
Use custom expense fields while setting policies
Advance Request Policies
Configure Company Policies
Setting a reminder for submitting expense reports
Handling Reimbursements via external applications
Advanced Export Settings
Advanced Export Formulas
Google Calendar Reminders
Add Employees and Send Invite Emails
Amount limit for receipt-less expenses
Role Based Access Control
How to enable Access Delegation
Disable and Re-enable Employees
Export Your Employee Details
Approval on Behalf of Approver
Automatic Reminders
Send reminders for report & approve expenses
ACH
Getting started with corporate credit cards
Corporate Credit Cards - Transactions Page
Delete Corporate Cards
Visa Real-time Feed Transaction behavior explained
FAQs on Visa Real-time Feed
Get access to Mastercard Real-time Feed
Mastercard Real-time Feed Transaction behaviour explained
Process to enable Corporate Credit Card Transaction Feed to Fyle
Prerequisites for enabling credit card feature
Understanding the ways of importing Corporate Card Data to Fyle
Remind employees to connect their Mastercards for Real-time Feed
Upload Corporate Card financial statements to import transactions
Corporate Cards Settings
Debit & Credit Transaction Signs
Get Access to Visa Real-Time Feed
Remind employees to connect their Visa cards for real-time feed
Delete Corporate Card Transactions from Fyle