Fyle

Actions a user with finance role can perform

Finance Overview

What details are available from the Expenses page?

Overview of Company Expenses

This article covers details about the new Reports workflow in Fyle

All about the new Reports workflow in Fyle

Jahaber Sathik

Hemanth Singanamalla

Gayathiri Sridhar

Guides for finance teams to use Fyle - Approving and rejecting reports and requests, processing expense reports and exporting to accounting softwares.

Fyle for Finance

Learn about the actions that can be performed by an employee with verifier role in Fyle

Verifier in action

What actions can a user with 'Payment Processor' role perform on Fyle?

Payment processor in action

Reduce repetitive work of selecting your export preferences

Save your Excel/CSV Export Preferences

How to close Reports in Fyle?

Steps to process reimbursement of a report in Fyle

Processing reimbursements in the new reports flow

Steps to verify approved reports in the new reports flow of Fyle.

Verifying Reports in the new reports flow

How to approve an expense report? Can I approve expense reports in bulk?

Approving Expense Reports (Finance Role)

Steps to view and approve reports in the new reports workflow

Approving Reports in the new reports workflow

Edit key fields on approved expenses

View details in the history tab during verification when a policy run fails due to missing approvers

View policy failures in the expense History tab during verification

How can I send a claim/expense report back to my subordinates? Can a finance admin reject an approved claim/expense report?

Sending back an approved expense report

How do I move or remove payment from the queue? How do I process payment for a verified report? What is in my payment queue?

Understanding the Payment Queue

Know how delayed emails can improve clarity in the payments process

Delayed Emails

Can I export payments on Fyle to my accounting system?

Export expenses to your accounting software

Steps to download all reimbursements. How to download all reimbursements?

Download all reimbursements

Finance Actions

How to view unaccounted corporate credit expenses? How to track unaccounted corporate credit expenses?

View and track unaccounted corporate credit expenses

How to assign corporate cards to employees?

Assign Corporate Credit Cards to Employees

How to assign Corporate Credit Card Transactions manually?

Assign Corporate Credit Card Transactions Manually

This article describes the steps on how to delete CCC transactions for admins.

Deleting a CCC Transaction

This article describes the various steps on how to classify corporate card transactions on the behalf of employees for admins.

Classify CCC Transactions on Behalf of Employees

This article describes the steps on how to mark corporate credit card transactions as personal on behalf of employees for admins.

Mark CCC Transactions as Personal on Behalf of Employees

How to track and assign credits on corporate cards

Tracking credits on the corporate cards

Shrey

Tanvi Telang

Siva Narayanan

Corporate Credit Card

Types of advance accounts: Combined and Multiple

Multiple Advance Account

How can you process an advance request and issue advance payment?

Process an advance request

How can finance team issue advances to their employees directly

Issue advance to employee directly

How can I reject an approved advance request?

Send Back or Edit an Approved Advance Request

Collecting back unused advance amount in bulk from multiple users

Collect refund of unused advances

How you can collect advance refund on amount not spent by employees

Refund of Advances

How to view and download the company advances?

View and Download all Company Advances

View and Track all Unaccounted Advances

Ashwathi Vinod

Timothy Alphonso

Pratima Rao

Advances

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