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 +6
29 articles in this collection
Written by Siva Narayanan, Shrey, Pratima Rao and 6 others
Finance Actions

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

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

Edit key fields on approved expenses

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

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

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

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

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

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

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