Fyle

Process of approving expense reports and advances

Approver Overview

Jahaber Sathik

Tanvi Telang

Siva Narayanan

Learn how to view expense reports, approve or reject them. Also find out more about checking violations, adding comments to and editing expenses reports.

Fyle for Approvers

Steps to view and approve the expense reports submitted to you.

View and Approve expense reports

Can approvers add questions or clarifications to a report?

Comment on an item in an expense report

How to edit expense details of team members? How to add receipts to a team member's expense?

Edit Expense Details in Reports Submitted For Approval

How to approve reports on mobile? How to send back reports via mobile app?

Approve and Send Back Reports via Mobile

How to reject expense reports? Can I send back expense reports?

Send Back Expense Reports

Add comments, flag expenses, remove expenses, and send back reports from the mobile app

Manage Reports Functions via Mobile App

Task Automation - Report Auto - Approvals

Flag expenses, Remove expenses from a submitted report, and edit expenses in a report submitted to you

Actions Approvers Can Take on Expense Reports

Bhavika Ghate

Expense Reports

To view your team's issued and balance advance amount

View the issued and balance advance amount

Where can I find my team's advance requests? How do I approve my team's advance requests?

Approve an Advance request

How can I reject an advance request submitted to me?

Edit or Send Back an Advance Request

How do I add an approver to an advance request

Add approver to an Advance Request

Pratima Rao

Advance Requests

What is Primary Oragnization? How to change my primary organization?

Change Your Primary Organization

Understand your team expenses across different stages

Team Summary

Details and customisations available in the Team Expenses tab.

Team Expenses Overview

Managing approvals from multiple organisations

Cross-Organization Approval

Shrey

Team Overview

Find answers and get help from Intercom Support and Community Experts

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