Fyle for Finance

Guides for finance teams to use Fyle - Approving and rejecting reports and requests, processing expense reports and exporting to accounting softwares.

Siva Narayanan avatar S Pratima Rao avatar +5
27 articles in this collection
Written by Siva Narayanan, Shrey, Pratima Rao and 5 others
Finance Actions

View policy failures in the expense History tab during verification

View details in the history tab when a policy run fails due to missing approvers
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
Updated over a week ago

Advanced Search - Expenses

Different ways of using filters
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

Creating expense reports on behalf of the employees

How can I create expense reports out of the unreported expenses?
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

Verifier in action

Learn about the actions that can be performed by an employee with verifier role in Fyle
Sushmitha Sampige avatar
Written by Sushmitha Sampige
Updated over a week ago

Payment processor in action

What actions can a user with 'Payment Processor' role perform on Fyle?
Sushmitha Sampige avatar
Written by Sushmitha Sampige
Updated over a week ago

Delayed Emails

Know how delayed emails can improve clarity in the payments process
Sai Rathnam avatar
Written by Sai Rathnam
Updated over a week ago

Edit key fields on approved expenses

Can I edit an approved expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Sending back an approved expense report

How can I send a claim/expense report back to my subordinates? Can a finance admin reject an approved claim/expense report?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Export expenses to your accounting software

Can I export payments on Fyle to my accounting system?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Understanding the Payment Queue

How do I move or remove payment from the queue? How do I process payment for a verified report? What is in my payment queue?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Download all reimbursements

Steps to download all reimbursements. How to download all reimbursements?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago