Attach PDF files to expenses from the mobile app
One of the most awaited feature that was in the works for quite some time went live recently. You will now be able to attach PDF file to expenses directly from the mobile app. This will simplify the process even more!
To attach a PDF file to your expense, follow these steps:
1. Click on Add New Expense
2. Choose Add Receipt
3. On the Create Expense screen, click on the + icon, and select Choose from Gallery
4. You will be able to view all the image files and PDF files that can be attached
5. Choose the required PDF file, and Voila!
6. Clicking on PDF attachment icon will open the file for preview
Payment mode expense field on the mobile app
It is much easier now to Fyle expenses against spend made from issued advances and corporate credit cards. With the inclusion of the payment mode field on the mobile app, the experience is consistent across the web-app, mobile-app along with the chrome extension.
If your organisation uses advances and corporate credit cards, you will have the corresponding options under payment mode, and you can also choose to Fyle reimbursable expenses under a Personal Account payment mode
Export capability of corporate credit card expense data
As an administrator, it is imperative you have real time access to the expenses Fyled against assigned corporate credit card expenses. A major step in this direction is allowing administrators to download a report of matched and unmatched corporate credit card expense data. This report also provides a host of other allied data that helps you pin-point areas that need attention.
To export the file, follow the steps mentioned below:
1. Navigate to Corporate Cards
2. Click on Manage Cards
3. Select the cards from the list
4. Click on Export and choose the required format
Matching assigned corporate credit card transactions with expenses that have been split
Last month, we introduced the capability to split expenses into multiple categories, projects, and cost-centres. This release allows users to match every component of an expense that has been split with the corresponding corporate credit card transaction. And yes, it's as easy as it can get!
Bulk upload of advances
For administrators wanting to issue advances at one go to multiple employees, this will be a huge time saver. Just download pre-filled header from Fyle, fill up the details and hit upload. Advances entries are created just like that!
How do you do this, you ask? Read on:
1. Navigate to Advances
2. Click on Create Bulk Advance
3. Click the Bulk Upload banner
4. If you are using this feature for the first time, make sure to download the file to enter the details in the required format.
5. Fill in all the details and upload the file
Collecting refund of advances
If an employee has un-utilised advance amount, you, as an administrator, can choose to collect this advance amount back as a refund to the company account. To do so:
1. Navigate to Advances
2. Click on the Refunds banner
3. Click on +Collect Refund
4. When the form opens up, you will be able to see the advance account balance when you choose the employee and their corresponding advance account
5. Enter the amount and and click Collect Refund
Other interesting updates:
Policies on advance requests
Fyle now supports designing custom policies around advance requests. You will be able to limit the advance amount, allow a set of currencies, and specify other conditions as per your business requirements. An example below illustrates a policy on advance requests that limits the advance amount that can be requested in a particular currency
This feature is in private beta and has been opened to only a handful of organisations. If your organisation is looking to craft policies to issue advances in a strategic way, do speak to us at [email protected] and we will help you get started with it
Tagging projects while raising a trip request
Users will now be able to select a project that is relevant to the trip they are seeking approval for.
Administrators will also be able to add custom trip request fields to capture information specific to your organisation. You will find the option to do so under Settings where Trip Request Custom Fields is listed.
Audit trail for creating and editing expense in a delegated account
When a delegatee creates an expense or modifies an expense, the action is captured and recorded in the audit trail. This ensures greater visibility and control of delegated accounts.
Bulk upload bug quashing:
We were also able to identify and tighten a few loose ends around the bulk upload function. You should not be hitting any unexpected surprises here anymore!
If you made it till here, do drop us a note at [email protected] and let us know what you think of this latest release. If you have suggestions and feedback for us, we are all ears!