As a user on Fyle, you can use the text message feature to attach receipts and code expenses. You can use the text messaging feature for both Corporate Card Expenses and Out-of-pocket Expenses.

Please note that you first need to opt in to text messaging through the Fyle app to use this feature.

This section covers expenses that are made on Visa or Mastercard cards that have been connected to Fyle via real-time feed.

As soon as the card is swiped, Fyle will apply any Expense Rules to try to code the expense automatically. If the expense needs more information, Fyle will send you a text messaging asking for missing information.

Here's a sample conversation:

If a receipt is not required for the expense (based on Expense Policies) then you can skip attaching the receipt. Once you’re done, simply save the expense.

If Fyle is unable to match the receipt to the expense (say there is a big difference in amount), then Fyle will create a new expense.

In this case, Fyle does not know that an expense has occurred. You can send a message asking Fyle to create a new expense along with details. Once things look good, you can just save the expense.

Here's a sample conversation:

Also, please read the Frequently Asked Questions section to understand some odds and ends of the feature.

If you have any questions or concerns, please reach out to [email protected]