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 +7
32 articles in this collection
Written by Siva Narayanan, Shrey, Pratima Rao and 7 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

Save your Excel/CSV Export Preferences

Reduce repetitive work of selecting your export preferences
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
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

Approve Expense Reports submitted to you

How do I approve an expense report?
Siva Narayanan avatar
Written by Siva Narayanan
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
H
Written by Harman Singh
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
Corporate Credit Card

View & Track CCC Transactions

To view all the assigned corporate credit card transactions
S
Written by Shrey
Updated over a week ago

Assign Corporate Credit Cards to Employees

This article describes the steps for admins on how to assign corporate credit cards to employees.
J
Written by Jishnu Banerjee
Updated over a week ago

Classify CCC Transactions on Behalf of Employees

This article describes the various steps on how to classify corporate card transactions on the behalf of employees for admins.
J
Written by Jishnu Banerjee
Updated over a week ago

Mark CCC Transactions as Personal on Behalf of Employees

This article describes the steps on how to mark corporate credit card transactions as personal on behalf of employees for admins.
J
Written by Jishnu Banerjee
Updated over a week ago

Assign Corporate Credit Card Expenses Manually

How to assign Corporate Credit Card Expenses manually?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Deleting a CCC Transaction

This article describes the steps on how to delete CCC transactions for admins.
J
Written by Jishnu Banerjee
Updated over a week ago

Tracking credits on the corporate cards

How to track and assign credits on corporate cards
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

View and track unaccounted corporate credit expenses

How to view unaccounted corporate credit expenses? How to track unaccounted corporate credit expenses?
S
Written by Shrey
Updated over a week ago

Processing CCC payments

How to process CCC Payments?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago