When your organization has multiple clients and expenses pertaining to specific clients, you can add projects to segregate your employee expenses respectively. 

Expense form

ADD PROJECT

To add a project, 

  • Click on the "gear" settings icon on the top right corner on the web app next to your name.

  • Click on Organisation > Projects

  • Click on "Add Project".

  • Enter the Project Name, Code.

  • Enter Categories, here you have the ability to customize what expense categories are displayed when certain projects are selected by employees

  • Enter Approver, if you need to allot a project approver.

  • Description, you can enter extra details that are related to the project.

  • Click on SAVE button, once you have entered all the details.

Configuring projects on Fyle

DISABLING PROJECT

To Disable a project :

  1. The toggle button against a project allows you to enable or disable a project. 

Did this answer your question?