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Monthly feature releases for you that make managing business expenses a breeze
At Fyle, we believe in driving compliance through experience for both the finance teams and employees.
Keep checking this space for the latest product releases.
September 2020
September 2020
Upgraded admin dashboard
The admin dashboard has a cleaner and more enhanced design. Admins view tasks such as reports to be verified and processed, payments to be processed, advances to be collected, etc, as well as an overview of useful spend data such as top spend by categories, top spenders, and top policy violators.
Collapsible sidebar
Users collapse the sidebar to avail of a bigger workspace and get the flexibility to try out different layouts.
Add receipts from mobile
Employees upload bulk receipts from their mobile app. Fyle automatically matches them to existing expenses without receipts or employees create new expenses against receipts. Employees filter receipt-less expenses with a new filter called ‘Need receipts’.
New trip request workflow and reports
Employees track expenses for a trip in a separate report, as opposed to having a single report with multiple expenses.
August 2020
August 2020
Budget overview graph in Team Dashboard
The Head of Department and Head of Project gain quick insight into the team budgets and expenditures right from the Team Dashboard.
Revamped Admin Dashboard
Admins gain useful insights on spending patterns and pending tasks - number of reports to be verified and processed, payments to be processed, advances, spend by categories, top spenders and top policy violators.
NetSuite integration
A self serve integration enables admins to export all the expenses of their company from Fyle to NetSuite for accounting purposes.
Expense tracking from Slack
Users add or edit expenses, upload receipts, delete or submit reports directly from Slack.
Risk factors for expenses and reports
Approver sees the risk associated with an expense as well as a report and determines which reports need more attention without having to open the report.
Saved filters for advanced search
Users save any set of applied filters in advance search and reuse the same filters next time with just a single click. Save it for personal use or can be shared with everyone across the org.
July 2020
July 2020
Custom field support for policies
Admins configure complex policies around custom fields. User and expense fields that are text, number, boolean, date, and location are supported.
Self-serve data back-up
Admins regularly back up all their expenses and receipts at any time. All the data backed up can also be exported and downloaded for offline audits or reviews from here.
Automated workflows
Employees can auto-submit expenses (unflagged only), within specified intervals. Approvers can also auto-approve reports that match predefined criteria by setting up workflows.
Head of Project/Department dashboards
Department and Project Heads assess the spending patterns of their team - pending reports, approval TATs, top violators, travel spends, and more - all in one place.
Multi-org finance dashboard
Admins of multiple entities within an organization export the data of all entities. Custom analytics are performed on this data using Google Data Studio.
Multi-org support for QBO
Admins who work with different entities and have a QBO subscription set up QuickBooks workspaces for each entity separately.
June 2020
June 2020
Google Calendar Auto-Reminders
Set reminders for employees to submit expenses to their Google Calendar from Fyle. While setting auto-reminders, admin can also choose to add the reminder to their Google Calendar as well.
Custom Vendor Exchange Rates
Customise different currency exchange rates for different vendors from Fyle.
Reversals from Any State of Card Expenses
A negative expense is created and matched to the original expense in the case of refunds or cancellations of a card expense, even if it is already reported. Admins and users will be able to understand the changes from the history tab. The reversal is negated upon deletion.
MIS Reports Creation
Fyle now creates monthly MIS reports which provides admins with a monthly breakdown of spend by vendors, departments projects and categories.
Configurable Mapping for QuickBooks
Admins can now export projects or cost centers in Fyle as either classes, customers, departments or locations in QuickBooks.
Upload Fyle Attachments to QuickBooks Online
Admins upload expense attachments to QuickBooks Online from Fyle with ease while creating checks, journal entries, bills, or credit card transactions.
May 2020
May 2020
Mark Corporate Credit Card Expenses as Personal
Users can quickly mark expenses recorded as personal on the corporate credit card page, even after the expense is matched automatically.
Automatic Expense Creation of Corporate Card Transactions
To help the user automate the mundane, corporate card expenses will be directly saved as expenses and automatically mapped with the corresponding credit card transaction.
Bulk Delete Card Transactions from Multiple Cards
Delete multiple card transactions in bulk just by choosing the date range. This will also delete matched but unreported card expenses.
Head of Department as an Approver
Admins can create various policies for different departments and route violated expenses to the Head of each department for further approval.
Additional Approvers for Trips and Advances
Now admins can add anyone who are in the organization as approvers for trips and advances requests even if they are not the designated primary or secondary approvers.
Advanced search filters for expenses
Easily search for expenses from the ‘My Expenses’ page with the all new advanced search filter functionality.
List View Support for Team Reports
A UI upgrade for team reports that enable approvers to view the reports as lists for improved accessibility and easier decision making.
Recurring Expenses and Mileages
Employees can configure specific expenses and mileages that are recurring in nature for a specific interval of time. Employee are notified when the expense or mileage is created automatically.
Preferred Currency Selection
Users can choose a preferred currency to track their expenses while travelling to a foreign country for the periods of time they are in that country.
Assign Foreign Currency Manually
Admins can set foreign exchange rates manually by assigning currency rates for a custom period of time.
Spend by Project Analytics
Admins can get detailed insights from the project based spend data with an all new Spend by Project category.
Self-serve QBO integration
Fyle - QuickBooks Online integration is now a self-serve app. Admins can map employee expense fields, corporate credit card expenses, expenses that are reimbursable, journal entries, and more all by themselves.
April 2020
April 2020
Advanced Search for Expenses
Employees search for expenses from the ‘My Expenses’ page using advanced search filters.
Slack App Home
Employees see Fyle’s dashboard on their Slack app, with information about expenses, reports, trips, and advances. Employees click on ‘Add Expense’ to fyle a new expense.
Currency Preference
Admins specify foreign currency preference which they use frequently. This currency will be pre-populated while creating expenses or creating advance and trip requests.
Set Currency Exchange Rates
Admins specify a pre-defined currency exchange rate for any currency specific to the organization.
Set Advanced Limits for Receipts
Admins add, edit, and enable/disable limits upto which employees claim expenses without receipts.
Micro deposit verification for ACH
Admins verify the organization’s bank accounts to initiate ACH. Two small deposits less than 10 cents will be initiated with the bank to verify the account within 1-3 business days.
New Corporate Card Reconciliation Workflow
Card expenses are created and reconciled automatically if an expense is already created at the time of spending.
Head of Project/Department Dashboard
Heads of Projects and Departments view all the expense data of their teams such as spend patterns, top vendors, turnaround time, risk overview, top policy violators and more.
QuickBooks Online Integration
Admins who use QuickBooks Online for their accounting export all their data from Fyle easily with this self-serve integration.
March 2020
March 2020
Mobile App Support for Searching, Sorting and Filtering
Employees can search, choose filters, and sort expenses and reports right from the mobile app.
Take Actions on Mobile App
Admins add comments, flag or remove expenses, or even send back a single expense in an expense report directly from the mobile app.
Negative Policy Condition
Configure policies on fields that do not belong to a certain list. For example, cap expenses to 400$ if city is NOT New York.
Company Branding
Admins can upload company logo and customize the expense reports, web and mobile app to complement the company’s branding.
February 2020
February 2020
Add Mileages in Bulk
Employees can add multiple mileage expenses together at the same time to save time and effort.
Reply to Comments Directly from Inbox
Fylers can reply to comments made to their expenses and reports right from their inbox. The old comments will be updated to the new comments in real time.
Add comments to Multiple Expenses
Bulk add comments to more than one expense as an admin with ease.
Budgets
Avoid overspend by setting custom budgets for projects, teams or departments and cost centers.Admins also receive an email notification every time the budget reaches a set threshold limit of the budget.
January 2020
January 2020
SMS Expense Tracking
Fylers can now track and create an expense simply by sending an SMS of the receipt to the Fyle phone number. This will create an expense in Fyle automatically.
Delayed Payment Notifications
Enable admins to push delayed notifications regarding payment processing confirmation upto 1 day, 3 days or 5 days.
Role Based Search Option
Admins can now search for employees based on their role easily from the employee database.
Admin IP Restrictions
Configure and whitelist IP addresses and restrict admin access to Fyle to ensure they can only use Fyle from a specific location like the office for improved security.
Account Authority Delegation
Admins can delegate their account authority temporarily or permanently to another employee during holidays or emergencies.
ACH Reimbursements
Admins can now process reimbursements directly from Fyle through ACH ensuring faster reimbursements and more efficient tracking.
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