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.

Siva Narayanan avatar S Jahaber Sathik avatar +6
92 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 6 others
How to set general settings for your organization

Day 1 with Fyle (For Admins)

Checklist for setting up Fyle for your organisation
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Setting Organisation Details

How do I add my organisation details and configure Fyle as per company requirements?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Setting Up Expense Categories

How to organize your expense data?
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Custom Expense Fields

What are custom expense fields ? How to add them to your expense forms?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting Expense Fields as Mandatory

How to ensure your users fill out expense fields mandatorily?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting Employees Fields as Mandatory

How to ensure all necessary fields are filled out while capturing employee details?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting up of Departments

How to setup Departments and Sub-Departments under Settings?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Configure Custom Employee Fields

What are custom user fields ? How to add them on to your user details?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Holidays List

How can I add holiday list of my Organisation?
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Organisation wide notification preferences

Control email notification preferences for the entire organisation
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Written by Shrey
Updated over a week ago

Advance Request Custom Fields

Adding custom fields on advance request forms
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Written by Shrey
Updated over a week ago

Delete or Reset Fyle Account

How can I delete my Fyle Account? How to reset Fyle Account?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago
Setting optional features for your organization

Add Cost Center

How do I add cost centers to employee expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Bulk Add Cost Centers

How to add Cost Centers in Bulk
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Written by Shrey
Updated over a week ago

Restrict cost centers based on the user's department

How do I restrict user's visibility to cost-centers?
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

Add Projects

I need to file expenses under certain projects.
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Renaming the Project field on Fyle

This article covers steps to rename the Project field from Settings and the places of change on Fyle
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Written by Pradyumna Dinni
Updated over a week ago

Selective assignment of projects to employees

Learn how to selectively assign only projects relevant to the employee.
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Written by Bhavika Ghate
Updated over a week ago

Restrict expense categories based on projects

Control display of expense categories based on project selected
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Written by Shrey
Updated over a week ago

Add Per Diems

How do I add daily allowance/Per Diems?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Set Mileage Reimbursement Rate

What is mileage? How can I set mileage values?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Add Tax Groups

How do I add tax groups?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Budgets

Adding budgets and tracking spend against allocated budget
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Written by Shrey
Updated over a week ago

Setting up Cross-Org Expense and Project Approvals

Multi-Organization Expense and Project Approval Definition and Setup
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Written by Shrey
Updated over a week ago

Company Branding

[Enterprise plan] Customize expense reports, web app, and transactional emails by adding your company logo.
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Written by Bhavika Ghate
Updated over a week ago

Mapping: Let Fyle automatically identify custom expense categories

How to map custom expense categories?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Set currency exchange rates manually

How to set exchange rates for different conversions manually?
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Written by Bhavika Ghate
Updated over a week ago

Choosing Currency Exchange Rate Service

[Enabled only on request] Learn how to select an exchange rate provider of your choice
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Written by Bhavika Ghate
Updated over a week ago

Sequential approval of expense reports

What is Sequential Approval? How does it work?
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Secondary Approver Walkthrough

How to enable/disable Secondary Approver? How to add/update Secondary Approver
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Written by Shrey
Updated over a week ago
Advanced Admin Controls

Setting a reminder for submitting expense reports

Learn how to set the reminder and make full use of it.
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Written by Bhavika Ghate
Updated over a week ago

Advanced Export Settings

Customize your export data before exporting.
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Written by Bhavika Ghate
Updated over a week ago

Advanced Export Formulas

Documentation for advanced export formulas
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Written by Bhavika Ghate
Updated over a week ago

Google Calendar Reminders

Create events on the employees' calendars for auto-reminders
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Written by Shrey
Updated over a week ago

Invite Users

Add employees, build your team and set approval hierarchy
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Amount limit for receipt-less expenses

How to set amount limit for users to report expenses without receipts?
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Written by Shrey
Updated over a week ago

Role Based Access Control

What are the roles available to the users?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

How to enable Access Delegation

What is access delegation? How can you make use of this feature?
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Written by Shrey
Updated over a week ago

Disable Employees

How can I disable an employee/user's Fyle account?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Export Employee Details

How an admin can export Employee Details
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Written by Shrey
Updated over a week ago

Approval on Behalf of Approver

Steps on how an admin can approve a report on behalf of an approver
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Automatic Reminders

How to set up auto-reminders to remind the approvers or employees to fyle their expenses? How to edit an auto reminder?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Send reminders for report & approve expenses

Send reminders to users to report their expenses and to approvers to approve their team's submitted reports
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Policy changes on admin editing approved expenses.

Will policy changes apply when I edit expense category of an approved expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Integrate your bank payment file

How to integrate your bank payment file?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

ACH

Pay reimbursements through ACH within Fyle
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Written by Shrey
Updated over a week ago
Corporate Credit Card

Getting started with corporate credit cards

Information on how to begin with corporate credit card module on Fyle
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Written by Shrey
Updated over a week ago

Delete Corporate Cards

This article explains the steps to delete the corporate cards for your organization
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Written by Pradyumna Dinni
Updated over a week ago

Visa Realtime Feed Transaction behavior explained

This article covers how expenses get affected by Visa Realtime Feed feature
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Prerequisites for enabling credit card feature

Details required by Fyle to be able to set-up credit card feed for your company
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Upload Corporate Card financial statements to import transactions

This article explains the steps to upload the corporate card statement and import the transactions on Fyle.
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Written by Pradyumna Dinni
Updated over a week ago

Understanding the sign of debit and credit transactions

This article explains the sign of the debit and credit transactions from your corporate card statement during their import on Fyle.
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Written by Pradyumna Dinni
Updated over a week ago

Get access to Visa Realtime Feed

Get real-time visibility into spend on your company cards
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Remind employees to connect their Visa cards for realtime feed

Use reminders to ensure that all your spenders connect and verify their Visa credit cards
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Delete Corporate Card Transactions from Fyle

How to delete card transactions?
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Written by Shrey
Updated over a week ago