Fyle for Admins | Fyle Help Center

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Fyle for Admins

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.

General account settings

Admin's First Day with Fyle

Setting Basic Organisation Details

Organization-Wide Notification Preferences

Reset or Delete Fyle Account

Multi-org Setup on Fyle

Company Branding

Setting a reminder for submitting expense reports

Google Calendar Reminders

Admin Settings - Account

Automatic Reminders

Employee settings

Managing employees_{7 articles}

Expense restrictions_{3 articles}

Security Settings

Common SAML terms

SAML metadata file

IP restrictions for Admin Users

How to set up multi-factor authentication?

View and track all advances in your organization

Process or send back an advance request

Issue advances to employees directly without advance requests

Collect refund for unused advances from employees

Process expense reports using unused advance balance for an employee

Set up multiple advance accounts for employees

Set up custom fields for advance requests

Corporate cards

Bank statement_{2 articles}

Card Feeds_{7 articles}

Cards & transactions_{11 articles}

Admin Dashboard

Analytics_{4 articles}

Tasks_{3 articles}

Configuring receipt mandatory Policy in Fyle

Organization settings

Managing categories in your organization

Managing levels in your organization

Managing departments in your organization

Managing cost centers in your organization

Managing projects in your organization

Managing merchants in your organization

Managing payment modes in your organization

Approval settings_{4 articles}

Approving expense reports_{1 article}

Expenses and reports

Configure expenses and reports_{9 articles}

Manage expenses and reports_{10 articles}

Exporting expenses

Exporting the expenses in PDF with receipts

Exporting Company Expenses

Advanced Export Settings

Advanced Export Formulas

Handling Reimbursements via external applications