Fyle

Actions a user with finance role can perform

Finance Overview

This article covers details about the new Reports workflow in Fyle

All about the new Reports workflow in Fyle

Jahaber Sathik

Gayathiri Sridhar

Tanvi Telang

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

Automatically save your export details for next time

Auto-Save Export Configurations

How to close Reports in Fyle?

Steps to process reimbursement of a report in Fyle

Processing reimbursements 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 verify approved reports in the new reports flow of Fyle.

Verifying Reports in the new reports flow

Edit Key Fields On Approved Expenses

Steps to view and approve reports in the new reports workflow

Approving Reports in the new reports workflow

View details in the history tab when a policy is triggered

View policy violation details in the History tab

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

Send Back Expense Reports (For Finance)

Know how delayed emails can improve clarity in the payments process

Delayed Emails

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

Download All Reimbursements

How can I edit an expense in processing or closed state? How can I edit an expense that is not getting exported?

Edit expenses in Processing or Closed state

Finance Actions

How to assign corporate cards to employees?

Assign Corporate Credit Cards to Employees

How to assign transactions from an unassigned card? How to re-assign transactions to another employee if the card is already assigned?

Assign and Reassign Corporate Credit Card Transactions

This article describes the steps you can follow to delete CCC transactions for Admins.

Deleting a CCC Transaction

How to mark corporate card transactions as personal? How to reverse Mark as Personal change?

Mark Corporate Card Transactions as Personal

How to track and assign credits on corporate cards

Overview Of Credit Transactions

How to assign corporate card expenses? How to view assigned card expenses?

View And Track Corporate Credit Card Expenses On The Summary Page

How do I add a nickname to a corporate card? How do I edit or remove a nickname? How do I use card nickname to search for expenses?

Add, edit or remove corporate card nicknames

Meeha Tewari

Pratima Rao

Corporate Credit Card

How do I view all the advance requests in my organization? How do I track all advances in my organization?

View and track all advances in your organization

How do I process/issue an advance request? How do I send back an advance request? How do I add another approver to an advance request?

Process or send back an advance request

How can I issue an advance to an employee directly? Can I issue an advance to an employee without an advance request?

Issue advances to employees directly without advance requests

How do I collect refund for unused advances from employees? How I collect any remaining advance amount from employees?

Collect refund for unused advances from employees

How do I use any unused advance balance to process a report? How do I close remaining advance balance against reimbursable expenses?

Process expense reports using unused advance balance for an employee

How can I set up different advance accounts for separate advances issued to employees?