Trip Request Module Overhaul
The Trip Request module was recently redesigned and optimised for easier retrieval of information. The forms are more fluid, and it is easier to add and access information as well.
Read more about it here.
Employees also have the option to add additional approver(s) for the trip request in addition to the existing approver(s). This provides more flexibility and provides a systematic approach to manage trip approvals.
We have made it a lot easier to manage expenses incurred on different trips. Also, organising spend from different projects is a cakewalk now!
You can compile expenses into multiple draft reports, without having to submit it for approval right away. This makes it convenient for you to keep track of all your expenses, and provides approvers with more clarity while helping make approvals quick and efficient.
You will find more information here. Try it out, and let us know how much you loved it!
Administrators now have the ability to define Holidays on Fyle. This feature can be utilised to define policies to specify the days on which expenses can be claimed by employees.
Head over to Settings > Holidays to specify the holidays applicable for your organisation.
The holidays can be configured for different locations as well.
Be sure to specify each Holiday with a unique name. To set a policy to restrict expenses claimed on holidays and weekends, check the 'Expenses spent on weekend/holiday cannot be claimed' option. If you need help, you can reach us at [email protected]
Delete corporate credit card transactions
It is now possible to delete transactions from corporate credit cards. Administrators have access to this functionality, and we advise caution while executing this.
You can navigate to individual corporate cards, and select multiple assigned transactions and click on Delete. Deleting transactions from a card will result in the transactions being instantly deleted from the user's list of corporate card transactions, if the card has been assigned to a particular user.
Advanced search and reporting on Expenses page
We are very excited to make this available to all organisations globally! You have access to a plethora of information right from the Expenses page. Thank you for all your feedback, it helped us immensely. Run a report, be the superstar as you always were, but with more data now!
Just apply the required filters, select the Expenses, and click on Export. The report will be emailed in a jiffy!
Employees page and form redesign
The Employees page and the employee details form have been redesigned to offer more ease of use.
The filters applied are displayed in a new manner, employee addition and employee edit functions have been segregated for improved experience.
The Bulk Add / Update function also features the new design, along with the instructions in line with bulk addition of cost centres, and categories.
Bulk Upload of Categories and Cost Centres reflect the new design elements, along with clear instructions on uploading data
February was a busy month where multiple performance improvements and a few important bug fixes were pushed. Thank you for notifying us of the issues you faced, this helps us stay on our toes and deliver the best experience possible. If you are experiencing a deviation from expected performance, or have suggestions for us, drop us a note at [email protected]