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 on 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 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 Departments

How to setup Departments and Sub-Departments under Settings?

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

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

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

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

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