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 +3
49 articles in this collection
Written by Siva Narayanan, Shrey, Jahaber Sathik and 3 others
How to set general settings for your organization

Day 1 with Fyle (For Admins)

Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Setting Organisation Details

How do I add my organisation details?
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?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
Updated over a week ago

Configuring Expense Fields

How to have complete control of your expense fields?
Sakshi Bajpai avatar
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?
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?
Sakshi Bajpai avatar
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?
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

Setting User Fields as Mandatory

How to ensure your users fill out all necessary fields?
Sakshi Bajpai avatar
Written by Sakshi Bajpai
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

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.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Advance Request Policies

How can you configure policies on advance requests?
S
Written by Shrey
Updated over a week ago
Advanced Admin Controls

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?
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Written by Shrey
Updated over a week ago

Disable Employees

How can I delete an employee/user?
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

Default Cost Center For Employees

Can I configure the default cost center for my employees/users?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Send Reminders

Send reminders to users and approvers
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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?
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

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Written by Siva Narayanan
Updated over a week ago

Detailed Analytics

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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