Fyle

Shrey

Pradyumna Dinni

Tanvi Telang

Learn how to setup Fyle for your organization - setting up expense policy, inviting employees, setting expense categories and preferences, approval workflows and more.

Fyle for Admins

Checklist for setting up Fyle for your organisation

Admin's First Day with Fyle

Where can I view organization details? How to upload an organization logo?

Setting Basic Organisation Details

How to manage email notifications sent to users?

Organization-Wide Notification Preferences

How can I reset my Fyle account? How can I delete my 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

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

Company Branding

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

Setting a reminder for submitting expense reports

Create events on the employees' calendars for auto-reminders

Google Calendar Reminders

Configure account settings for your organization.

Admin Settings - Account

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

Automatic Reminders

General account settings

Jahaber Sathik

Ritvik Kala

Employee settings

What are custom user fields ? How to add them on to your user details?

Configure Custom Employee Fields

How to use the advanced search option on the users page

Filter and Export Employee Details

How to add employees? How to send invite emails? How to resend invite emails?

Add Employees and Send Invite Emails

Where to find employees that are Disabled? How to Disable an employee's account? How to re-enable an account?

Disable and Re-enable Employees

What is access delegation? How can you make use of this feature as an Admin?

How to enable Access Delegation

What are the roles available to the users?

Role Based Access Control

How to export employee details from Fyle? How to export employee details via email?

Export Your Employee Details

Managing employees

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

Restrict available expense values to employees

Expense restrictions

[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

How to set up multi-factor authentication?

Gayathiri Sridhar

Security Settings

The article explains how admins can issue, track, and process employee advances in Fyle, either directly or via approved requests. It also covers handling unused balances and configuring multiple advance…

Issuing and managing advances

This article explains how an admin can close any employee's remaining/unused advance balance against reimbursable expenses.

Process expense reports using unused advance balance for an employee

This article covers how admins can customise the information required from employees while requesting for an advance.

Set up custom fields for advance requests

Meeha Tewari

Advances

Pratima Rao

Corporate cards

This article explains how admins can use their credit card statements to add new cards and corresponding transactions on Fyle. 

Add cards & transactions using statement upload

This articles covers using bank statement to check transactions on cards connected to real-time feed and import any missing transactions.

Reconcile transactions from real-time feed using statement upload

Add cards & transactions using bank statement

Bank statement

What are multiple settlements? How does Fyle handle transactions with multiple settlements?

Transactions with multiple settlements from merchants like Amazon, Home Depot, hotels, etc.

This article covers steps to connect your Visa credit cards to Fyle's real-time feed and how transactions flow in from the real-time feed. 

Managing transactions through Visa real-time feed

This article covers an introduction to virtual cards, how to create them and how to use them.

[Beta] Create and issue American Express virtual cards

Read this article to understand the process of enabling different kinds of corporate card feed to Fyle to import the transactions

Process to enable Corporate Credit Card Transaction Feed to Fyle

This article covers all about the American Express Direct Feed - eligibility, how it works and how to set it up for your Fyle account.

American Express Direct Feed

This article covers steps to connect your Mastercard credit cards to Fyle's real-time feed and how transactions flow in from the real-time feed.

Managing transactions through Mastercard real-time feed

Add cards & transactions using bank feeds

Card Feeds

This article covers how admins can manage corporate credit cards including assigning cards, adding nicknames and deleting cards.

Managing corporate cards

This article covers how admins can manage corporate card transactions including viewing, exporting, assigning and deleting them.

Managing corporate credit card transactions

This article covers the different ways of adding your corporate cards to Fyle, based on your Fyle subscription and corporate card program.

Ways to connect your organization's corporate cards to Fyle

Cards & transactions

Admin Dashboard

What is the spend overview? How can I customize the chart?

Understanding The Spend Overview Chart

Get real-time data and actionable insights into your employee spends

Analytics

This article explains the insights you can get from the Spend Overview page in the Organization view

Spend visibility from the Spend Overview section: Table

How do I use Copilot? What can I ask Copilot? How do I get insights into my organization's expenses? How do I resolve errors on Copilot?

Copilot [Beta]: Fyle's AI assistant for insights on expenses and instant help on actions

Tasks Page For Admins and Finance Teams

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

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

Tasks

A step by step guide on how to setup policy in Fyle to mandate receipts.

Configuring receipt mandatory Policy in Fyle

Policies

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

Set up categories, projects, levels, departments

Organization settings

Approvals

Multi-Organization Expense and Project Approval Definition and Setup

Setting up Cross-Org Expense and Project Approvals

What is Sequential Approval? How does it work?

Sequential approval of expense reports

How to enable/disable Secondary Approver? How to add/update Secondary Approver

Set Up Secondary Approvers

Set up project based approvals across your organisation.

Set up policies for project-based approvals

Approval settings

This article covers details about the new Reports workflow in Fyle

All about the new Reports workflow in Fyle

Approving expense reports

Siva Narayanan

Expenses and reports

Configure Expense Fields

What are custom expense fields? How to add them to your expense forms? How to delete custom expense fields?

Add Custom Expense Fields

How to set an expense field as mandatory?

Setting Expense Fields as Mandatory

Please read this article to know more about updating your mileage rate as per IRS guidelines every year.

Updating Mileage Rates As Per 2025 IRS Guidelines

This article covers steps to rename the Project field from Settings and the places of change on Fyle

Renaming the Project field on Fyle

How to set up per diem rates? How to disable per diem rates? How to restrict employees to use only certain per diem rates?

Set up per diem rates in your organization

Set mileage rates for your organization. Enable and disable mileage rates.

Set Mileage Reimbursement Rates

How to add tax groups? Enable and disable tax groups.

Add Tax Groups For Your Organization

Adding budgets and tracking spend against allocated budget

Adding Budgets for your organization

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

Configure expenses and reports

Create Expense Reports on Behalf of Employees

How to add filters on company expenses? How do I remove filters applied to company expenses?

Filter Your Company Expenses

How can I edit the name of the report on the web and mobile app?

Editing Report Names

What is Assign Expense? What kind of expenses can you assign? Where are assigned expenses visible to the employee?

Create And Assign Expenses To Your Employees

Here's how you can view the budgets created on your organization and see the utilized budget and allocated budget for your employees.

View your Budgets

How to use the advanced search option on the payments pages

Filter Reports

How to use the advanced search option on the reports pages

Advanced Search-Reports

Save and share your search filters with other users in the organisation

Shareable Saved Filters

Actions a user with finance role can perform

Finance Overview

How can I split an expense that has been submitted or approved? How can I split an expense on behalf of another employee?

Splitting an Expense as an Admin

Manage expenses and reports

Read how to export the expenses in PDF format with the receipts from the Company Expenses page.

Exporting the expenses in PDF with receipts

How to filter and export company expenses

Exporting Company Expenses

Customize your export data before exporting.

Advanced Export Settings

Documentation for advanced export formulas

Advanced Export Formulas

Exporting expenses

Pay reimbursements through ACH within Fyle

Steps on how to update Fyle if you are handling reimbursement on external systems