Fyle for Admins | Fyle Help Center

Admin Overview

Actions an admin can perform

Written by Sushmitha Sampige
Updated over a week ago

How to set general settings for your organization

Day 1 with Fyle (For Admins)

Written by Siva Narayanan
Updated over a week ago

Setting Organisation Details

How do I add my organisation details?

Written by Siva Narayanan
Updated over a week ago

Holidays List

How can I add holiday list of my Organisation?

Written by Jahaber Sathik
Updated over a week ago

Setting Up Expense Categories

How to organise your expense data?

Written by Sakshi Bajpai
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?

Written by Sakshi Bajpai
Updated over a week ago

Custom Expense Fields

What are custom expense fields ? How to add them to your expense forms?

Written by Jahaber Sathik
Updated over a week ago

Setting Expense Fields as Mandatory

How to ensure your users fill out expense fields mandatorily?

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?

Written by Jahaber Sathik
Updated over a week ago

Setting up of Departments

How to setup Departments and Sub-Departments under Settings?

Written by Jahaber Sathik
Updated over a week ago

Setting User Fields as Mandatory

How to ensure your users fill out all necessary fields?

Written by Sakshi Bajpai
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?

Written by Jahaber Sathik
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

Configure Company Policies

View and configure your expense policies.

Written by Pratima Rao
Updated over a week ago

Advance Request Policies

How can you configure policies on advance requests?

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Written by Shrey
Updated over a week ago

Setting optional features for your organization

Set Mileage Reimbursement Rate

What is mileage? How can I set mileage values?

Written by Siva Narayanan
Updated over a week ago

Add Projects

I need to file expenses under certain projects.

Written by Siva Narayanan
Updated over a week ago

Mapping: Let Fyle automatically identify custom expense categories

Written by Siva Narayanan
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 Cost Center

How do I add cost centers to employee expense?

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

Add Per Diems

How do I add daily allowance/Per Diems?

Written by Siva Narayanan
Updated over a week ago

Sequential approval of expense reports

What is Sequential Approval? How does it work?

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

Add Tax Groups

How do I add tax groups?

Written by Siva Narayanan
Updated over a week ago

Advanced Admin Controls

Realtime Visibility - Admin Dashboard

What is in my dashboard?

Written by Siva Narayanan
Updated over a week ago

Invite Users

Add employees, build your team and set approval hierarchy

Written by Siva Narayanan
Updated over a week ago

Role Based Access Control

What are the roles available to the users?

Written by Jahaber Sathik
Updated over a week ago

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 delete an employee/user?

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

Default Cost Center For Employees

Can I configure the default cost center for my employees/users?

Written by Siva Narayanan
Updated over a week ago

Send Reminders

Send reminders to users and approvers

Written by Siva Narayanan
Updated over a week ago

Automatic Reminders

How to set up auto reminders to remind the approvers ?How to send auto reminders to employees to fyle the expenses?

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?

Written by Siva Narayanan
Updated over a week ago

Integrate your bank payment file

Written by Siva Narayanan
Updated over a week ago

Detailed Analytics

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

Advanced Search and Reporting

Advanced Search

View past expenses of a User

Written by Siva Narayanan
Updated over a week ago

Advanced Search-Reports

How to use the advanced search option on the reports pages

Written by Siva Narayanan
Updated over a week ago

Advanced Search-Users

How to use the advanced search option on the users page

Written by Pratima Rao
Updated over a week ago

Advanced Search-Expenses

How to use the advanced search option on the expenses page

Written by Pratima Rao
Updated over a week ago

Advanced Search-Payments

How to use the advanced search option on the payments pages

Written by Siva Narayanan
Updated over a week ago

Trip Requests

Processing a Trip Request

How to process a trip request?

Written by Jahaber Sathik
Updated over a week ago

Process a Trip Cancellation

How to process a trip cancellation?

Written by Jahaber Sathik
Updated over a week ago

Trips Custom Field

How to add custom fields for Trip Request / Transport Request / Hotel Request

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Written by Shrey
Updated over a week ago

Trip Request Policies

How can you configure policies on trip requests?

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Written by Shrey
Updated over a week ago

Corporate Credit Card

Prerequisites for enabling credit card feature

Details required by Fyle to be able to set-up credit card feed for your company

Written by Pratima Rao
Updated over a week ago

Getting started with corporate credit cards

Information on how to begin with corporate credit card module on Fyle

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Written by Shrey
Updated over a week ago