As an administrator on Fyle, you have complete control of your organisation's corporate cards. You can assign cards to users, and assign card expenses to employees.
Here is a quick overview of the workflow:
- Click here for details on the requirements to help us set-up the feed
- Check with your bank if they support setting up a data feed that would enable posting the transactions automatically on your Fyle account
- Once the automatic data feed has been set-up, all transactions from the corporate cards would be automatically posted on your Fyle account without any manual intervention
- If your corporate card program does not support you with a data feed, reach out to us to setup support for uploading your transaction summary / statements
- Once the integration is complete, you can assign cards to individual users, or assign separate expenses to users as well
- You can view the summary of transactions that are both unmatched, and matched with expenses