If you are an accounting firm managing expenses for hundreds of clients, keeping track of each client’s expense reporting process and status can become difficult. Even with expense management software, you’ll have to manually log in to each client’s account and see pending expenses, reimbursements, reconciliations, and more. Not to forget the manual reminders you have to send out to employees and approvers of each client to submit their receipts and approve expenses on time.
As part of Fyle's Partner Program, where accounting firms can choose to be either a Referral or a Reseller partner, Fyle has become the first expense management software to release a dedicated, first-of-its-kind partner dashboard. This will provide accountants with a way to get a birds-eye view of all key metrics across your client portfolio on Fyle in a single place. You can plan and prioritize daily tasks, take quick actions, and have an informed summary of your client portfolio. Additionally, the Fyle Partner Program offers implementation fee waive off, discounts and COE credit webinars among many other benefits.
How the Partner Dashboard helps you
Number of active users: The dashboard shows the total active users across your client accounts and in each account. This can not only help you manage your subscription with Fyle (based on the number of active users), but also shows you how many out of the total number of invited users are actively submitting expense reports with Fyle in each organization.
Key metrics for each client: You can see the number of incomplete card expenses, reports pending approval, and the total reimbursable amount across client organizations. For example, if you manage Acme Corporation and Globus Corporation as clients, you can find the number of reports pending Approval for each organization. So Globus Corporation has 39 reports pending approval, and Acme Corporation has 34. You can also click on each metric to redirect to the client’s Fyle account.
Nudge users and send out reminders: You can nudge users in every client account to complete pending expenses, and approve the pending reports. These one-click bulk reminders eliminate the need to manually push users to complete the necessary tasks.
Access client accounts easily with the Partner role: Fyle’s role-based access control feature enables a ‘Partner Role’ for reseller partners to have appropriate access to their client’s accounts. With this access, you can control the policy settings, change expense categories, set up policies, invite/ add users to the account, and see all the employees' reports in Fyle.
Managing multiple client accounts can be a complex endeavor, but Fyle's Partner Dashboard simplifies the process, optimizing your workflow and saving valuable time. With its intuitive interface and powerful automation features, the dashboard eliminates manual effort, allowing you to focus on strategic decision-making and nurturing your clients. From effortlessly tracking expenses to nudging users, Fyle equips you with the necessary tools to streamline operations and maximize efficiency.
Learn more about how partnering with Fyle can help streamline your clients’ expense management: https://www.fylehq.com/partners/accounting-firms.
