Fyle for Approvers

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

18 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 3 others

Approver Overview

Process of approving expense reports and advances

Written by Jahaber Sathik
Updated over a week ago

Expense Reports

View and Approve expense reports

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

Written by Siva Narayanan
Updated over a week ago

Comment on an item in an expense report

Can approvers add questions or clarifications to a report?

Written by Siva Narayanan
Updated over a week ago

Edit key fields in expense reports submitted to you

Can approvers edit expense reports submitted?

Written by Siva Narayanan
Updated over a week ago

Approve and send back reports from your smartphone

Expense Report Approval on the Mobile App

Written by Shrey
Updated over a week ago

Reject an expense report

How can I reject a report? What is Send Back?

Written by Siva Narayanan
Updated over a week ago

Actions on a report from the mobile app

Add comment, flag expense and remove expenses within a report on the mobile app

Written by Shrey
Updated over a week ago

Actions that can be taken on expenses in a report

Learn what actions can be taken on expenses in a report - Flag, Remove, Verify and much more

Written by Aditya Bansal
Updated over a week ago

Advance Requests

View the issued and balance advance amount

To view your team's issued and balance advance amount

Written by Siva Narayanan
Updated over a week ago

Approve an Advance request

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

Written by Siva Narayanan
Updated over a week ago

Edit or Send Back an Advance Request

How can I reject an advance request submitted to me?

Written by Siva Narayanan
Updated over a week ago

Add approver to an Advance Request

How do I add an approver to an advance request

Written by Pratima Rao
Updated over a week ago

Team Overview

Primary Organization

What is Primary Organization and how to change it

Written by Shrey
Updated over a week ago

Team Summary

Understand your team expenses across different stages

Written by Shrey
Updated over a week ago

Team Expenses Overview

What details are available in the team expenses tab?

Written by Hemanth Singanamalla
Updated over a week ago

Cross-Organization Approval

Managing Approvals from Multiple Organizations

Written by Shrey
Updated over a week ago

Dashboard for Project & Department Heads

Get an overview of your department/project's spending patterns through graphs

Written by Hemanth Singanamalla
Updated over a week ago

Analytics for Project and Department Heads

Access your team's expense analytics

Written by Shrey
Updated over a week ago