Fyle for Finance

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

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31 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 5 others

Finance Overview

Actions a user with finance role can perform

Written by Jahaber Sathik
Updated over a week ago

Overview of Company Expenses

What details are available from the Expenses page?

Written by Shrey
Updated over a week ago

Finance Actions

Verifier in action

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

Written by Jahaber Sathik
Updated over a week ago

Payment processor in action

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

Written by Jahaber Sathik
Updated over a week ago

Advanced Search - Expenses

Different ways of using filters

Written by Ashwathi Vinod
Updated over a week ago

Save your Excel/CSV Export Preferences

Reduce repetitive work of selecting your export preferences

Written by Hemanth Singanamalla
Updated over a week ago

Creating expense reports on behalf of the employees

How can I create expense reports out of the unreported expenses?

Written by Ashwathi Vinod
Updated over a week ago

Approve Expense Reports submitted to you

How do I approve an expense report?

Written by Siva Narayanan
Updated over a week ago

Edit key fields on approved expenses

Can I edit an approved expense?

Written by Siva Narayanan
Updated over a week ago

View policy failures in the expense History tab during verification

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

Written by Hemanth Singanamalla
Updated over a week ago

Sending back an approved expense report

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

Written by Siva Narayanan
Updated over a week ago

Understanding the Payment Queue

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?

Written by Siva Narayanan
Updated over a week ago

Delayed Emails

Know how delayed emails can improve clarity in the payments process

Written by Bhavika Ghate
Updated over a week ago

Export expenses to your accounting software

Can I export payments on Fyle to my accounting system?

Written by Siva Narayanan
Updated over a week ago

Download all reimbursements

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

Written by Siva Narayanan
Updated over a week ago

Corporate Credit Card

View & Track CCC Transactions

To view all the assigned corporate credit card transactions

Written by Shrey
Updated over a week ago

View and track unaccounted corporate credit expenses

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

Written by Shrey
Updated over a week ago

Assign Corporate Credit Cards to Employees

This article describes the steps for admins on how to assign corporate credit cards to employees.

Written by Pratima Rao
Updated over a week ago

Assign Corporate Credit Card Transactions Manually

How to assign Corporate Credit Card Transactions manually?

Written by Siva Narayanan
Updated over a week ago

Deleting a CCC Transaction

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

Written by Pratima Rao
Updated over a week ago

Classify CCC Transactions on Behalf of Employees

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

Written by Pratima Rao
Updated over a week ago

Mark CCC Transactions as Personal 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.

Written by Pratima Rao
Updated over a week ago

Tracking credits on the corporate cards

How to track and assign credits on corporate cards

Written by Ashwathi Vinod
Updated over a week ago

Advances

Multiple Advance Account

Types of advance accounts: Combined and Multiple

Written by Ashwathi Vinod
Updated over a week ago

Process an advance request

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

Written by Timothy Alphonso
Updated over a week ago

Issue advance to employee directly

How can finance team issue advances to their employees directly

Written by Pratima Rao
Updated over a week ago

Send Back or Edit an Approved Advance Request

How can I reject an approved advance request?

Written by Siva Narayanan
Updated over a week ago

Collect refund of unused advances

Collecting back unused advance amount in bulk from multiple users

Written by Shrey
Updated over a week ago

Refund of Advances

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

Written by Pratima Rao
Updated over a week ago

View and Download all Company Advances

How to view and download the company advances?

Written by Siva Narayanan
Updated over a week ago

View and Track all Unaccounted Advances

How can I track unaccounted advances?

Written by Siva Narayanan
Updated over a week ago