Fyle for Admins

Learn how to setup Fyle for your organization - setting up expense policy, inviting employees, setting expense categories and preferences, approval workflows and more.

Siva Narayanan avatar S Jahaber Sathik avatar +3
46 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 3 others
How to set general settings for your organization

Day 1 with Fyle (For Admins)

Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Setting Organisation Details

How do I add my organisation details?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Holidays List

How can I add holiday list of my Organisation?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting Up Expense Categories

How to organise your expense data?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
Updated over a week ago

Custom Expense Fields

What are custom expense fields ? How to add them on to your expense forms?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting Expense Fields as Mandatory

How to ensure your users fill out expense fields mandatorily?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
Updated over a week ago

Custom User Fields

What are custom user fields ? How to add them on to your user details?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting User Fields as Mandatory

How to ensure your users fill out all necessary fields?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
Updated over a week ago

Setting up of Departments

How to setup Departments and Sub-Departments under Settings?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Advance Request Custom Fields

Adding custom fields on advance request forms
S
Written by Shrey
Updated over a week ago

Configure Company Policies

View and configure your expense policies.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Advance Request Policies

How can you configure policies on advance requests?
S
Written by Shrey
Updated over a week ago