To enter your organisation specific details, click on the arrow next to the name on the top right corner of the web page and click on Settings

 

Under the General tab, you will find information that you can customise as per your organisation's requirements

MULTI-ORGANISATION SWITCHING:

If you have Fyle accounts in multiple organisations, you can switch between them by clicking on Switch Organisation to choose the organisation you want to log in

BRANDING

This section allows you to customise the PDF reports with your company logo.

Upload your company logo and click on SAVE button.

OPTIONAL FEATURES

This section contains the optional features that you can enable if it applies to your organisation.

You can check the features that you want to enable and click on the SAVE button at the bottom of the page. 

ACCOUNTING INTEGRATIONS

You can select an accounting integration system that your organisation uses. 

 Fyle supports Tally, Quickbooks and Netsuite out-of-the-box. We'd be happy to discuss integrations with other accounting systems.

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