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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.
Create And Assign Expenses To Your Employees
Admin Overview
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
Configuring receipt mandatory Policy in Fyle
Splitting an Expense as an Admin
View your Budgets
Understanding how the merchant-based expense rules work
Admin Settings - Account
Merchant-based Expense Rules
New Expense Categories
Schedule Automatic Report Submission from Organization Settings
Payment modes available to employees
Admin Settings - Organization
Admin Settings - Expenses
Admin Settings - Employees
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?
How To Use The Commute Deduction Option To Comply With IRS Guidelines?
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
Organization-Wide Notification Preferences
Set up custom fields for advance requests
Reset or Delete Fyle Account
Add, Enable, and Disable Cost Centers
Updating Mileage Rates As Per 2024 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
Adding Budgets for your organization
Setting up Cross-Org Expense and Project Approvals
Company Branding
Mapping: Let Fyle automatically identify custom expense categories
Sequential approval of expense reports
Set Up Secondary Approvers
Allowing Specific Categories to Employees
Add, Edit, and Delete Merchants
Restricting the expenses with pending transactions from split and adding to an expense report
How to Delete Projects
How to Delete Categories
Handling Reimbursements via external applications
Setting a reminder for submitting expense reports
Advanced Export Settings
Advanced Export Formulas
Google Calendar Reminders
Add Employees and Send Invite Emails
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
ACH
Process to enable Corporate Credit Card Transaction Feed to Fyle
Mastercard Real-time Feed Transaction behaviour explained
Get access to Mastercard Real-time Feed
FAQs on Visa Real-time Feed
Visa Real-time Feed Transaction behavior explained
Deleting a Corporate Credit Card
Corporate Credit Cards - Transactions Page
Remind employees to connect their Mastercards for Real-time Feed
Understanding the ways of importing Corporate Card Data to Fyle
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
Get Access to American Express Direct Feed
Upload your credit card statement to import missing transactions from Real-Time Feed
What is Transaction Status?
[Beta] Create and Issue American Express Virtual Cards