What's New:

Option to create policies on payment modes including CCC expenses

As an administrator on Fyle, you will now be able to create policies on payment modes. Currently, you can create policies for expenses that have either "Paid by Employee" or "Paid via Corporate Cards" payment mode.

Policies on payment modes

Auto Sync Payments : Fyle <> Accounting Integrations

We have made several enhancements to our integration applications that will make it easier to maintain the integration preferences and provides more flexibility. The integration will now:

  • Mark expense reports as "PAID" in Fyle automatically, if payments are made in the accounting software for all the reimbursable expenses of the report

  • Mark all reimbursable "Purchase Bills"/ "Bills" / "Expense Reports" as "PAID" in the accounting software if expense reports are paid via ACH on Fyle

Note:

>> For Xero - This feature is only available for "Purchase Bills", and Xero Bank Transactions are not supported yet

>> For QuickBooks Online - Currently, this feature is only available for " Bills". The ability to sync the payment status of QuickBooks Online Checks between Fyle and QuickBooks Online is not available right now. This feature will only visible to users who have configured to "export their reimbursable expenses as Bills" in Quickbooks Integration.

Auto-sync of payments are currently supported for the integrations below:

  • QuickBooks

  • Sage Intacct

  • Xero

Auto-Map Employees: Fyle <> Accounting Integrations

This feature creates mappings automatically for employees from accounting software and Fyle based on the defined configuration. An admin will now be able to set auto mapping configuration to be created for

  • Matching Name on Fyle and Accounting Integration

  • Matching Email on Fyle and Accounting Integration

  • Fyle Employee Code that matches with Name on Accounting Integration

This feature helps to save the time spent on creating and maintaining employee mappings.

Auto-sync of employees are currently supported for the integrations below:

  • QuickBooks

  • Sage Intacct

  • Xero

  • NetSuite

auto-map employees

Feature Improvements:

Analytics now includes Time from Spend to Fyling

Our main motive for introducing this feature is to give insights into the time taken by users to create an expense on Fyle after the spend has been made.

This feature is available across all plans and would be viewable by users who have the Administrator role, along with Head of Departments and Head of Projects.

How to view this on your Fyle dashboard:

  • For Admins - Navigate to "Organization View" > Click on "Analytics" > "Operations"

  • For HOP/HOD - Navigate to "Individual View" > Click on "Team" > "Analytics" > "Operations"

Fyle AnalyticsTime from Spend to Fyling

Settings Revamp

We have clubbed the individual Profile settings and Admin settings in one page now so administrators can easily access the Settings section

Clubbed settings page on Fyle

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