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 +8
87 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 8 others
How to set general settings for your organization

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

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

Setting Up Expense Categories

How to organize your expense data?
Pratima Rao avatar
Written by Pratima Rao
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 Employees Fields as Mandatory

How to ensure all necessary fields are filled out while capturing employee 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

Configure Custom Employee 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

Holidays List

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

Organisation wide notification preferences

Control email notification preferences for the entire organisation
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Written by Ritika Raj
Updated over a week ago

Advance Request Custom Fields

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

Delete or Reset Fyle Account

How can I delete my Fyle Account? How to reset Fyle Account?
Zara Ahmed avatar
Written by Zara Ahmed
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
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Written by Shrey
Updated over a week ago

Restrict cost centers based on the user's department

How do I restrict user's visibility to cost-centers?
Ashwathi Vinod avatar
Written by Ashwathi Vinod
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

Selective assignment of projects to employees

Learn how to selectively assign only projects relevant to the employee.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Restrict expense categories based on projects

Control display of expense categories based on project selected
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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

Budgets

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

[Beta] Budgets

Control your organization's spending. Set budgets for different departments, categories, projects and cost centers.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Setting up Cross-Org Expense and Project Approvals

Multi-Organization Expense and Project Approval Definition and Setup
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Written by Ritika Raj
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

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

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
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Written by Shrey
Updated over a week ago
Advanced Admin Controls

Setting a reminder for submitting expense reports

Learn how to set the reminder and make full use of it.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Advanced Export Settings

Customize your export data before exporting.
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Advanced Export Formulas

Documentation for advanced export formulas
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Google Calendar Reminders

Create events on the employees' calendars for auto-reminders
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Written by Ritika Raj
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

Amount limit for receipt-less expenses

How to set amount limit for users to report expenses without receipts?
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Written by Ritika Raj
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

How to enable Access Delegation

What is access delegation? How can you make use of this feature?
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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
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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

Automatic Reminders

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

Send reminders for report & approve expenses

Send reminders to users to report their expenses and to approvers to approve their team's submitted reports
Siva Narayanan avatar
Written by Siva Narayanan
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
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Written by Shrey
Updated over a week ago