Fyle for Admins | Fyle Help Center

Admin Overview

Actions an admin can perform

Written by Sushmitha Sampige
Updated over a week ago

Settings

Account

All the settings you would usually configure when you first onboard with Fyle.

Written by Sai Rathnam
Updated over a week ago

Organization

Adding details like projects, categories, departments, etc., which are used in expense forms and in features like policies and budgets.

Written by Sai Rathnam
Updated over a week ago

Expenses

Setting policies for submitting expenses, setting budgets and configuring other settings related to Expenses.

Written by Sai Rathnam
Updated over a week ago

Employees

Settings relevant to adding employees to Fyle.

Written by Sai Rathnam
Updated over a week ago

Cards

Written by Sai Rathnam
Updated over a week ago

Trips

Configuring details asked in the trip form and adding policies for requesting trips.

Written by Sai Rathnam
Updated over a week ago

Advances

Configuring details asked in the advance form and adding policies for requesting cash advances.

Written by Sai Rathnam
Updated over a week ago

Integrations

Integrating Fyle with popular accounting softwares and adding custom applications using Fyle APIs.

Written by Sai Rathnam
Updated over a week ago

How to set general settings for your organization

Day 1 with Fyle (For Admins)

Checklist for setting up Fyle for your organisation

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?

Written by Siva Narayanan
Updated over a week ago

Setting Up Expense Categories

How to organize your expense data?

Written by Pratima Rao
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?

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?

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 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?

Written by Jahaber Sathik
Updated over a week ago

Setting up of Levels

How to setup Levels for employees?

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

Configure Custom Employee Fields

What are custom user fields ? How to add them on to your user details?

Written by Jahaber Sathik
Updated over a week ago

Holidays List

How can I add holiday list of my Organisation?

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?

Written by Zara Ahmed
Updated over a week ago

Setting optional features for your organization

IP restrictions for Admin Users

[Enterprise plan] How to restrict Admins from accessing the application outside the corporate network?

Written by Sai Rathnam
Updated over a week ago

[Beta] Budgets

Control your organization's spending. Set budgets for different departments, categories, projects and cost centers.

Written by Sai Rathnam
Updated over a week ago

Selective assignment of projects to employees

Learn how to selectively assign only projects relevant to the employee.

Written by Sai Rathnam
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

Restrict cost centers based on the user's department

How do I restrict user's visibility to cost-centers?

Written by Ashwathi Vinod
Updated over a week ago

Add Projects

I need to file expenses under certain projects.

Written by Siva Narayanan
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

Add Per Diems

How do I add daily allowance/Per Diems?

Written by Siva Narayanan
Updated over a week ago

Set Mileage Reimbursement Rate

What is mileage? How can I set mileage values?

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

Enable currency preference

[Business/ Enterprise plans] How to enable currency preference for users?

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.

Written by Sai Rathnam
Updated over a week ago

SAML 2.0 SSO

[Enterprise Plan] Single Sign-on using SAML

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.

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?

Written by Sai Rathnam
Updated over a week ago

Mapping: Let Fyle automatically identify custom expense categories

How to map 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

Set currency exchange rates manually

How to set exchange rates for different conversions manually?

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

Written by Sai Rathnam
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

Setting policies for your organization

Configure Expense Policies

Learn how to set up policies to be enforced while submitting expenses.

Written by Sai Rathnam
Updated over a week ago

Clone a Policy

How to clone a policy?

Written by Zara Ahmed
Updated over a week ago

Exclude criteria while setting policies

Configure policies which excludes certain criteria

Written by Zara Ahmed
Updated over a week ago

Project Approval Policy

How to set up project approval policy

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Written by Ritika Raj
Updated over a week ago

Add Project and Department head as approver

Option for Admins to select the Head of Department/Project as Approvers for policies

Written by Zara Ahmed
Updated over a week ago

Use custom expense fields while setting policies

How do I create a policy for custom expense fields?

Written by Ashwathi Vinod
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

Trip Request Policies

How can you configure policies on trip requests?

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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.

Written by Sai Rathnam
Updated over a week ago

Advanced Export Settings

Customize your export data before exporting.

Written by Sai Rathnam
Updated over a week ago

Advanced Export Formulas

Documentation for advanced export formulas

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

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?

Written by Jahaber Sathik
Updated over a week ago

How to delegate your account - 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?

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

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 or employees to fyle their expenses? How to edit an auto reminder?

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

How to integrate your bank payment file?

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

Analytics

Get real-time data and actionable insights into your employee spends

Written by Sai Rathnam
Updated over a week ago

MIS Reports

Accessing MIS Reports on Fyle

Written by Ashwathi Vinod
Updated over a week ago

Shareable Saved Filters

Save and share your search filters with other users in the organisation

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Written by Ritika Raj
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

Exporting Company Expenses

How to filter and export company expenses

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

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.

Written by Sai Rathnam
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

Travel Agent/Admin Actions after Booking is done & after processing Cancellation

How an admin will process cancellation for an existing Trip Request

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Written by Shrey
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

Corporate Credit Card

Tracking credits on the corporate cards

How to track and assign credits on corporate cards

Written by Ashwathi Vinod
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

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

Upload corporate card financial statements

How to upload and import corporate card statements?

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Written by Shrey
Updated over a week ago

Delete Corporate Card Transactions from Fyle

How to delete card transactions?

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Written by Ritika Raj
Updated over a week ago