Fyle

Learn about the features, functionalities and settings available to admins

Manage expenses for admins

How to set up Expense Management for your business

Onboarding guide to Expense Management

Details on the settings and pages available to admins

An admin’s guide to Expense Management

Determine how data relating to your business' spending is displayed

Customize your spend insights chart

Send reminders, complete your tasks, and view the status of you and your employees’ expenses

An overview of the admin task page

Remind employees to complete their pending tasks

How to send reminders to your employees

Contact our support team and refer to help articles

Accessing help in Expense Management

Learn the process to add employees to Expense Management, and associated employee requirements

Add employees to Expense Management

Getting started

Configure the settings for your business as an admin

Admin settings

How to create a policy | Set up policies for users

Set up policies

Manage visibility of categories to users | Selectively assign categories

Restrict category visibility to users

How to manage visibility of projects to users | Selectively assign projects

Restrict project visibility to users

Manage visibility of cost centers to users | Selectively assign cost centers

Restrict cost center visibility to users

Add expense categories and subcategories

Add project approvers | Set project approvals

Set up project approvals

Allow employees to assign expenses to projects

Add, enable and disable projects

Enable cost center settings for your business | Allow employees to assign expenses to cost centers

Add, enable and disable cost centers

Add your business's logo

Determine when your employees are required to submit a receipt

Customize receipt requirements

Whitelist these URLS and emails from expense management

Whitelist expense management URLS

Setting up your business on Expense Management

Business settings

Add job levels for your business

How to add a department | Add departments and sub departments

Set up departments and sub departments

Set the fields you’d like to capture about your employees | How to create custom employee fields

Manage employee fields

Filter and export details like role, department and approver

Filter and export employee details

Capture details about your employees such as location, title or date of joining.

Add employee details

Assign a default admin to complete expenses for cardholders without access to Expense Management

Assign a default administrator for expenses

Understand the spender, approver and admin roles.

A guide to Expense Management user roles

Set up employee approval workflows

Manage your employees and employee settings

Employee settings

Pre-fill expense fields based on merchant names

Set up expense rules

Admin settings - expenses

Automatic report submission

Set expense fields as mandatory

Create expense fields custom to your business

Add custom expense fields

Admin Settings - Expenses

How to verify expense reports and enable verification from admin settings

Set up expense report verification

Enable split expenses, verification and more

Enable advanced features for expenses and reports

How to prevent users from adding expenses with pending transactions to expense reports

Restrict pending transactions from expense reports

Settings related to your expenses and expense reports

Expenses and reports settings

Decide when employees receive email alerts from Expense Management.

Set your business-wide email notification preferences

Automatically remind your employees to complete their pending tasks

Set up automated reminders

Set up notifications and reminders for your business on Expense Management

Notifications and reminders

Expenses and reports

How to export business expenses in PDF, CSV and Excel format

Export business expenses

Advanced export formulas

Exporting business expenses and expense reports

Export

How to create and submit expense reports for employees

Create expense reports on behalf of spenders

Mark approved expense reports closed

How employees can correct expense details

Send back expense reports as an admin

How to add an approver to an expense report

Add an additional approver to an expense report

Approve expense reports

How to filter expense reports by date, user, status and more.

Filter expense reports

How to change the name of an employee’s expense report

Edit an expense report’s name

Managing business expense reports to edit, approve, and close

Manage expense reports

How to filter expense reports by date, user, status and more

Filter your business expenses

Edit your employees’ expense details

How to delete expenses on the All business expenses page

Delete business expenses

How to split an expense | Split expenses by project, categories or cost centers from the business expenses page

Split business expenses as an admin

What are unmatched receipts? How can I match receipts to expenses?

Matching the receipts to expenses as an admin

Manage expenses

Find answers and get help from Intercom Support and Community Experts

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