Fyle

Product Team

Learn how to set up your organization's Fyle account, including adding employees, general account settings, configuring expense details, approvals, policies and more. 

Fyle for Admins

Get started with your admin account, set up organization details, employees, notifications and more. 

Admin Settings

This article covers an overview of the different pages and actions available in your admin account on Fyle.

Admin overview

General Account Settings for your organization

This article covers how you can set up a schedule for automatic report creation and submission for your employees' expenses.

Set up Automatic Report Submission for your employees' expenses

This article covers how to customize expense reports, web app, and transactional emails by adding your company logo.

Customize expense reports using company branding

This article covers how to create multiple organizations on Fyle.

Setting up multiple organizations on Fyle

This article covers how to reset or delete your company's Fyle account.

Reset or delete Fyle account

Getting started

This article covers the different payment mode options that can be configured for your employees on Fyle.

Managing payment modes in your organization

This article covers how to create, edit and remove categories and restricting categories available for different employees.

Managing categories in your organization

This article covers how to manage the categories, projects, cost centers that employees can use while coding expenses.

Managing allowed categories, projects, cost centers for employees

This article covers how to create, edit and remove projects and restricting projects available for different employees.

Managing projects in your organization

This article covers how to create, edit and remove cost centers and restricting cost centers available for different employees.

Managing cost centers in your organization

Managing levels in your organization

This article covers how to create, edit and remove departments and if required, approvers for each department.

Managing departments in your organization

This article covers how to create, edit or remove merchants, and an introduction to expenses rules based on merchants.

Managing merchants in your organization

This article covers how to set up per diem rates, disable per diem rates and restrict employees to use only certain per diem rates.

Set up per diem rates in your organization

This article covers how to update your mileage rate as per IRS guidelines every year.

Updating mileage rates as per 2025 IRS Guidelines

This article covers how to simplify IRS compliance, eliminate manual errors, and ensure precise deductions with Commute Deduction feature.

Using Commute Deduction feature to comply with IRS Guidelines

This article covers how to set up, enable or disable mileage rates for your organization.

Setting up mileage reimbursement rates in your organization

Set up Categories, Projects, Levels, Departments

Organization Settings

This article covers how to customise the employee details required while adding new employees to your company's Fyle account.

Configuring employee details required to add new employees

This articles cover adding employees to your company's Fyle account, and sending/resending email invitations to employees.

Adding new employees

This article covers how to disable or re-enable accounts for employees in your company.

Disabling and re-enabling employee accounts

This article covers an overview of access delegation on Fyle, and how to use the feature.

Enabling delegation for employee accounts

This article covers how to export employee details from Fyle and receive the export via email.

Exporting employee details

This article covers the roles available to employees added to your company's Fyle account.

Available employees roles in Fyle

Employee Settings

This article covers customising and managing email notifications sent to employees for different events.

Manage email notifications for your employees

This article covers how you can send email reminders to employees to complete pending tasks.

Send reminders to employees from your dashboard

This articles covers how to set up automatic email reminders for your employees to complete their pending tasks.

Set up automatic reminders for your employees

Set up Notifications & Reminders for your Fyle account.

Notifications & Reminders

This article covers configuring multi-factor authentication using SSO with popular Identity providers such as G Suite and Azure

Setting up multi-factor authentication

This article covers how to restrict admins from accessing Fyle from outside your business network.

Setting up IP restrictions for admins

This article covers setting up Single Sign-on using SAML 2.0 in your Fyle account.

Setting up SAML 2.0 SSO

This article is a brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.

Common SAML terms

This article covers information on the SAML metadata file that you need to provide while configuring SSO.

SAML metadata file

Set up security preferences for your Fyle account.

Security Settings

Corporate cards

This article covers the process of enabling different kinds of corporate card feeds to Fyle to import transactions.

Enabling corporate credit card transaction feed

This article covers steps to connect your Visa credit cards to Fyle's real-time feed and how transactions flow in from the real-time feed. 

Managing transactions through Visa real-time feed

This article covers steps to connect your Mastercard credit cards to Fyle's real-time feed and how transactions flow in from the real-time feed.

Managing transactions through Mastercard real-time feed

What are multiple settlements? How does Fyle handle transactions with multiple settlements?

Transactions with multiple settlements from merchants like Amazon, Home Depot, hotels, etc.

This article covers all about the American Express Direct Feed - eligibility, how it works and how to set it up for your Fyle account.

American Express Direct Feed

This article covers an introduction to virtual cards, how to create them and how to use them.

Create and issue American Express virtual cards

Add cards & transactions using bank feeds

Manage card feeds

This article covers the different ways of adding your corporate cards to Fyle, based on your Fyle subscription and corporate card program.

Ways to connect your organization's corporate cards to Fyle

This article covers how admins can manage corporate credit cards including assigning cards, adding nicknames and deleting cards.

Managing corporate cards

This article covers how admins can manage corporate card transactions including viewing, exporting, assigning and deleting them.

Managing corporate card transactions

This article explains how admins can use their credit card statements to add new cards and corresponding transactions on Fyle. 

Add cards & transactions using statement upload

This articles covers using bank statement to check transactions on cards connected to real-time feed and import any missing transactions.

Reconcile transactions from real-time feed using statement upload

Manage cards & transactions

Expenses & Reports

This article covers how to configure expenses fields that employees have to fill while creating expenses through the expense form.

Configuring expense fields for the expense form

This article covers how to automatically complete expenses based on the merchant towards which the expense was made.

Auto fill expenses using merchant based expense rules

This article covers how to add, enable and disable tax groups in your organization.

Managing tax groups for your organization

This article covers an introduction to dependent fields and how to set them up and use them in Fyle.

Creating dependent fields in Fyle

This article covers causes for errors while creating dependent fields and how to resolve them.

Handling errors while creating dependent fields

Configure the Expense form that employees fill

Configure Expense form

This articles covers how to create expenses on behalf of your employees and assign them to your employees.

Creating and assigning expenses

This article covers the definition of duplicate expenses, how to identify them, and how to remove or merge duplicate expenses.

Identify and merge duplicate expenses on behalf of your employees

This article covers how admins can edit expenses in processing or closed state, or edit an expense that is not getting exported.

Edit expenses in Processing or Closed state

This article covers how admins can split an expense on behalf of another employee.

Splitting an expense as an admin

This articles covers the steps to save and share your commonly used search filters with other users in the organization.

Save and share filters you frequently use

Manage & edit Expenses

This article covers the workflow for reports in Fyle and how you can use this as an admin.

Managing and processing expense reports

This article covers how admins can approve expense reports, either individually or in bulk.

Approving expense reports

This article covers how an admin can reject and send back an expense report submitted by any employee.

Sending back expense reports

This article covers how an admin can create and submit expense reports on behalf of any employee.

Create expense reports on behalf of employees

This article covers an introduction to the verification feature, verifier role, how to set up verification and how to verify expense reports.

Managing verification in your organization

This article covers how you can edit report names.

Editing report names

This article covers the steps to close expense reports in Fyle.

Closing expense reports

Manage, approve & process Reports

This article covers how to filter and export expenses from the Business Expenses page.

Exporting expenses from Fyle

This article covers customizing your export data using Advanced Settings.

Using Advanced Export Settings while exporting expenses

This article covers all formulas supported in Fyle's Advanced Export Settings.

Using Advanced Export Formulas

Export Expenses

Set up Expense Policies & Approval workflows

Policies & Approvals

This article covers how to set up policies to be enforced while submitting expenses.

Configuring expense policies

This article covers how to set a up policy to mandate receipts while employees are submitting expenses.

Configuring a policy to mandate receipts

This article covers how to clone an expense policy.

Cloning an expense policy

Set up Expense Policies based on different conditions

Policies

Learn how to set-up custom approval workflows

Approval workflows on Fyle

This article covers how to set up or remove secondary approvers for your employees.

Setting up secondary approvers

This articles covers how to set up project based approvals across your organization.

Setting up project-based approvals

This articles covers how to set up department based approvals across your organization.

Setting up department-based approvals

This article covers how you can set up approvals when employees and approvers and added to different organizations in Fyle.

Setting up cross-organization approvals

Set up Approvers and Policies for Approvals

Approvals

This article covers how to use Copilot to get insights into organization's expenses or get instant help and resolve errors using Copilot.

Copilot [Beta]: Fyle's AI assistant for insights on expenses and instant help on actions

This article covers an introduction to using Spend Overview and customising the available information.

Using Spend Overview to identify spending trends in your company

This article covers how to create and manage budgets and view allocated budgets for employees in your organization.

Creating and managing budgets

Use filters, Copilot, and dashboards to get detailed employee expense insights.

Viewing employee expense summaries in Fyle

Analytics & Insights

This article covers how to set up ACH on Fyle and how to reimburse employees using ACH.

Reimbursements via ACH

This article covers how to manage reimbursements on Fyle if you are handling reimbursement on external systems.

Reimbursements via external applications

Reimbursements

The article explains how admins can issue, track, and process employee advances in Fyle, either directly or via approved requests. It also covers handling unused balances and configuring multiple advance…

Issuing and managing advances

This article explains how an admin can close any employee's remaining/unused advance balance against reimbursable expenses.

Process expense reports using unused advance balance for an employee

This article covers how admins can customise the information required from employees while requesting for an advance.

Set up custom fields for advance requests

Advances

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.