Release Notes: March, 2020

This article contains a high-level summary of the enhancements in Fyle's recent release - Mar, 2020

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Written by Shrey
Updated over a week ago

What's New:

Dashboard on the mobile app

All new dashboard on the mobile app!
Shortcuts to create expenses and your entire expense information at your fingertips.
Access expenses, reports, corporate cards, advances and trips all from your dashboard.

Fyle mobile dashboard

Read more about the mobile dashboard here

Shareable filters

You can now save the search filters you use regularly on the Company Expenses page. What's more, you can even share the filters with other finance team members and administrators. Read more about it here

Shareable filters

Expense limits for submitting receipts

As an administrator on Fyle, you can now specify amount limits under which receipts are not mandatory. If the amount limit is exceeded, the system automatically alerts users to attach a receipt. You will find this feature nestled under the Expenses section on your Settings page. Try it out now!

Setting Expense limits for submitting receipts
Policy violation pop-up box

Analytics for Project and Department Heads

Approvers who are responsible for approving expenses pertaining to projects and departments will now be able to access a new section called Analytics under the Team dropdown section. The data and associated analytics are available under three distinct banners: Insights, Operations and Risks. Analytics, simplified!

Team Analytics page

Filter expenses on your Fyle account

You will now be able to search for your expenses quickly with this new feature roll-out. Filtering and searching for specific expenses based on various criteria on the web-app in now a breeze. Read more about it here

Search, sort and filter in Team Reports view

Approvers will be able to search, sort and filter expense reports on the Team Reports page. Finding a team members recent expense report, or filtering reports based on the date is as easy as moving your fingers, literally!

Restrict cost centres based on the user's department

Administrators will now be able assign visibility of certain cost centres to departments. This ensures users from a particular department will view only a specific set of cost centres that applies to the department. This feature adds to the capability of assigning a restricted list of cost centres to users independently

Configuring department on Fyle

Feature Improvements:

Improved visibility of advance account purpose

If your organisation tracks each advance issued as a separate advance account, you will now be able to view the purpose of the issued advance better than before. When selecting the advance account from Payment Mode, you will be able to view the complete purpose entered while issuing the advance

Advance Account

Editable Auto Reminders

Previously configured auto-reminders can be modified now. You will be able to change all details of the reminder. Just click on the saved reminder to start editing. 

Editable Auto Reminders

New to auto reminders? Read more about it here

Integrations:

You can push all your expense data directly from Fyle into Xero, and Quickbooks Online. Just drop us a note on [email protected] to get started. (Available on select subscription plans). Read more about other integrations here

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