As part of ongoing improvements to your experience on Fyle, the Company Summary page will no longer be available starting June 5, 2025.
While this page offered an overview of employee-wise data (like incomplete and submitted expenses), you now have access to more flexible and insightful tools across Fyle — making it easier to track and manage the same information in smarter ways.
Here’s how you can do that:
Use Fyle Copilot for quick answers and insights
Get real-time responses to your queries — without searching manually.
Fyle Copilot can answer questions like:
Show expenses in "Incomplete" status by Theresa
What is the total of expenses in "submitted" status by Theresa?
You’ll get instant responses along with links to the Business Expenses for deeper visibility.
Analyze trends with Spend overview
With Spend overview, you can beyond raw numbers with visual breakdowns and comparisons. The Spend Overview page helps you:
Track spending trends over time
Compare spend across cards, employees, projects, or departments.
Apply saved filters & export the data
Filter and export the data you care about — by employee, status, date, and more.
From Business expenses and Expense reports, you can:
View incomplete or complete expenses for specific employees
Export your filtered view in CSV, Excel, or PDF formats.
These options are available on both Business Expenses and Expense Reports pages.
Stay on track with tasks & reminders
Let the dashboard help you nudge your employees complete the pending tasks. From your Fyle Dashboard, you can:
Remind employees to complete or submit expenses
Nudge approvers to review pending reports
By using these features, you can continue to monitor your business’s expenses — with more control, better filters, and cleaner insights than ever before.
If you have questions or need assistance, feel free to reach out to us at [email protected].