Fyle for Admins | Fyle Help Center

Admin Overview

Actions an admin can perform

Written by Sushmitha Sampige
Updated over a week ago

Admin Dashboard

What is Admin dashboard? What actions will I be able to take from this page?

Written by Hemanth Singanamalla
Updated over a week ago

Settings

Account

All the settings you would usually configure when you first onboard with Fyle.

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Written by Harman Singh
Updated over a week ago

Organization

Adding details like projects, categories, departments, etc., which are used in expense forms and in features like policies and budgets.

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Written by Harman Singh
Updated over a week ago

Expenses

Setting policies for submitting expenses, setting budgets and configuring other settings related to Expenses.

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Written by Harman Singh
Updated over a week ago

Employees

Settings relevant to adding employees to Fyle.

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Written by Harman Singh
Updated over a week ago

Cards

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Written by Harman Singh
Updated over a week ago

Trips

Configuring details asked in the trip form and adding policies for requesting trips.

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Written by Harman Singh
Updated over a week ago

Advances

Configuring details asked in the advance form and adding policies for requesting cash advances.

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Written by Harman Singh
Updated over a week ago

Integrations

Integrating Fyle with popular accounting softwares and adding custom applications using Fyle APIs.

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Written by Harman Singh
Updated over a week ago

How to set general settings for your organization

Day 1 with Fyle (For Admins)

Checklist for setting up Fyle for your organisation

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?

Written by Siva Narayanan
Updated over a week ago

Setting Up Expense Categories

How to organize your expense data?

Written by Pratima Rao
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?

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?

Written by Jahaber Sathik
Updated over a week ago

Setting Expense Fields as Mandatory

How to ensure your users fill out expense fields mandatorily?

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?

Written by Jahaber Sathik
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?

Written by Jahaber Sathik
Updated over a week ago

Setting up of Departments

How to setup Departments and Sub-Departments under Settings?

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?

Written by Jahaber Sathik
Updated over a week ago

Holidays List

How can I add holiday list of my Organisation?

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?

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?

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?

Written by Ashwathi Vinod
Updated over a week ago

Add Projects

I need to file expenses under certain projects.

Written by Siva Narayanan
Updated over a week ago

Add Per Diems

How do I add daily allowance/Per Diems?

Written by Siva Narayanan
Updated over a week ago

Set Mileage Reimbursement Rate

What is mileage? How can I set mileage values?

Written by Siva Narayanan
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 Harman Singh
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 Tax Groups

How do I add tax groups?

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

[Beta] Budgets

Control your organization's spending. Set budgets for different departments, categories, projects and cost centers.

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Written by Harman Singh
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 Harman Singh
Updated over a week ago

Mapping: Let Fyle automatically identify custom expense categories

How to map custom expense categories?

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 Harman Singh
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 Harman Singh
Updated over a week ago

Sequential approval of expense reports

What is Sequential Approval? How does it work?

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

Security Settings

SAML 2.0 SSO

[Enterprise Plan] Single Sign-on using SAML

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Written by Harman Singh
Updated over a week ago

Common SAML terms

A brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.

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Written by Harman Singh
Updated over a week ago

SAML metadata file

What is the SAML metadata file that you need to provide while configuring SSO? What does it contain?

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Written by Harman Singh
Updated over a week ago

IP restrictions for Admin Users

[Enterprise plan] How to restrict Admins from accessing the application outside the corporate network?

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Written by Harman Singh
Updated over a week ago

How to set up multi-factor authentication?

Configuring multifactor authentication using SSO with popular Identity providers such as G Suite and Azure

Written by Gayathiri Sridhar
Updated over a week ago

Setting policies for your organization

Configure Expense Policies

Learn how to set up policies to be enforced while submitting expenses.

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Written by Harman Singh
Updated over a week ago

Clone a Policy

How to clone a policy?

Written by Jahaber Sathik
Updated over a week ago

Create policies specific to the spend made on Corporate cards

Learn how you can create policies to trigger only on Corporate card expenses

Written by Hemanth Singanamalla
Updated over a week ago

Exclude criteria while setting policies

Configure policies which excludes certain criteria

Written by Jahaber Sathik
Updated over a week ago

Project Approval Policy

How to set up project approval policy

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Written by Shrey
Updated over a week ago

Add Project and Department head as approver

Option for Admins to select the Head of Department/Project as Approvers for policies

Written by Jahaber Sathik
Updated over a week ago

Use custom expense fields while setting policies

How do I create a policy for custom expense fields?

Written by Ashwathi Vinod
Updated over a week ago

Advance Request Policies

How can you configure policies on advance requests?

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Written by Shrey
Updated over a week ago

Trip Request Policies

How can you configure policies on trip requests?

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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 Harman Singh
Updated over a week ago

Advanced Export Settings

Customize your export data before exporting.

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Written by Harman Singh
Updated over a week ago

Advanced Export Formulas

Documentation for advanced export formulas

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Written by Harman Singh
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

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?

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?

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

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?

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

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?

Written by Siva Narayanan
Updated over a week ago

Integrate your bank payment file

How to integrate your bank payment file?

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

Advanced Search and Reporting

Analytics

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

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Written by Harman Singh
Updated over a week ago

MIS Reports

Accessing MIS Reports on Fyle

Written by Ashwathi Vinod
Updated over a week ago

Shareable Saved Filters

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

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Written by Shrey
Updated over a week ago

Advanced Search-Reports

How to use the advanced search option on the reports pages

Written by Siva Narayanan
Updated over a week ago

Advanced Search-Users

How to use the advanced search option on the users page

Written by Pratima Rao
Updated over a week ago

Exporting Company Expenses

How to filter and export company expenses

Written by Pratima Rao
Updated over a week ago

Advanced Search-Payments

How to use the advanced search option on the payments pages

Written by Siva Narayanan
Updated over a week ago

Trip Requests

Processing a Trip Request

How to process a trip request?

Written by Jahaber Sathik
Updated over a week ago

Process a Trip Cancellation

How to process a trip cancellation?

Written by Jahaber Sathik
Updated over a week ago

Travel Agent/Admin Actions after Booking is done & after processing Cancellation

How an admin will process cancellation for an existing Trip Request

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Written by Shrey
Updated over a week ago

Trips Custom Field

How to add custom fields for Trip Request / Transport Request / Hotel Request

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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

Prerequisites for enabling credit card feature

Details required by Fyle to be able to set-up credit card feed for your company

Written by Pratima Rao
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

Upload corporate card financial statements

How to upload and import corporate card statements?

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Written by Shrey
Updated over a week ago