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 +6
71 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 6 others
How to set general settings for your organization

Restrict cost centers based on the user's department

How do I restrict user's visibility to cost-centers?
A
Written by Ashwathi Vinod
Updated over a week ago

Day 1 with Fyle (For Admins)

Checklist for setting up Fyle for your organisation
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Setting Organisation Details and Configuration

How do I add my organisation details and configure Fyle as per company requirements?
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?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Configuring Expense Fields

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

Custom Expense Fields

What are custom expense fields ? How to add them 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?
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?
Jahaber Sathik avatar
Written by Jahaber Sathik
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 up of Levels

How to setup Levels for employees?
Jahaber Sathik avatar
Written by Jahaber Sathik
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

Advance Request Custom Fields

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

Organisation wide notification preferences

Control email notification preferences for the entire organisation
R
Written by Ritika Raj
Updated over a week ago
Setting optional features for your organization

Add Cost Center

How do I add cost centers to employee expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Bulk Add Cost Centers

How to add Cost Centers in Bulk
S
Written by Shrey
Updated over a week ago

Add Projects

I need to file expenses under certain projects.
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Add Per Diems

How do I add daily allowance/Per Diems?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Set Mileage Reimbursement Rate

What is mileage? How can I set mileage values?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Budgets

Adding budgets and tracking spend against allocated budget
R
Written by Ritika Raj
Updated over a week ago

Enable currency preference

[Business/ Enterprise plans] How to enable currency preference for users?
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Company Branding

[Enterprise plan] Customize expense reports, web app, and transactional emails by adding your company logo.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

SAML 2.0 SSO

[Enterprise Plan] Single Sign-on using SAML
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Common SAML terms

A brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

SAML metadata file

What is the SAML metadata file that you need to provide while configuring SSO? What does it contain?
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

IP restriction for admin users

[Enterprise plan] How to restrict admins from accessing the application outside the corporate network
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Mapping: Let Fyle automatically identify custom expense categories

How to map custom expense categories?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Restrict expense categories based on projects

Control display of expense categories based on project selected
S
Written by Shrey
Updated over a week ago

Set currency exchange rates manually

How to set exchange rates for different conversions manually?
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Choosing Currency Exchange Rate Service

[Enabled only on request] Learn how to select an exchange rate provider of your choice
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Sequential approval of expense reports

What is Sequential Approval? How does it work?
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Secondary Approver Walkthrough

How to enable/disable Secondary Approver? How to add/update Secondary Approver
S
Written by Shrey
Updated over a week ago

Add Tax Groups

How do I add tax groups?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago
Advanced Admin Controls

Multi-org Finance Dashboard

Learn how enterprises with multiple branches/entities can export all their data to Google Sheets for custom analytics on Google Data Studio.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

MIS Reports

Accessing MIS Reports on Fyle
A
Written by Ashwathi Vinod
Updated over a week ago

Realtime Visibility - Admin Dashboard

What is in my dashboard?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Invite Users

Add employees, build your team and set approval hierarchy
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Role Based Access Control

What are the roles available to the users?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Access Delegation

What is access delegation? How can you make use of this feature?
S
Written by Shrey
Updated over a week ago

Disable Employees

How can I disable an employee/user's Fyle account?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Export Employee Details

How an admin can export Employee Details
S
Written by Shrey
Updated over a week ago

Approval on Behalf of Approver

Steps on how an admin can approve a report on behalf of an approver
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Send Reminders

Send reminders to users and approvers
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Automatic Reminders

How to set up auto reminders to remind the approvers or employees to fyle the expenses? How to edit an auto reminder?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

Policy changes on admin editing approved expenses.

Will policy changes apply when I edit expense category of an approved expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Integrate your bank payment file

How to integrate your bank payment file?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

ACH

Pay reimbursements through ACH within Fyle
S
Written by Shrey
Updated over a week ago