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.
Before you begin
Enable text messaging: Ensure you've opted in to text messaging and verified your mobile number in the Fyle mobile app settings (see the opt in to text messaging article for instructions).
Standard messaging rates: Standard text messaging rates from your mobile carrier may apply.
Corporate card expense via real-time feed
If your company uses Visa or Mastercard real-time feeds, Fyle automatically imports transactions and attempts to code them using expense rules. You'll receive text notifications if additional information is needed.
Receive notification: You'll receive a text from Fyle prompting you to attach a receipt or provide missing details.
Attach receipt (if required): If a receipt is required, reply to the text message with a picture or PDF of your receipt. If a receipt isn't necessary, you can skip this step.
Code expense (if required): If Fyle needs additional information (e.g., category, project), reply to the text prompts with the correct details.
Save expense: Once you've provided all the necessary information, Fyle confirms the expense details. Reply with "Save" (or the designated keyword) to save the expense.
Here's a sample conversation:
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.
Out-of-pocket 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.
For expenses paid out-of-pocket, you initiate the process by texting Fyle.
Create new expense: Text Fyle a keyword like "New Expense" to start creating a new expense.
Attach receipt: Send a picture or PDF of your receipt.
Code expense: Respond to Fyle's text prompts to provide details like amount, merchant, category, project, and any other required information.
Save expense: Once you've provided all the necessary details, Fyle confirms the expense information. Reply with "Save" to 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.
Important Tips
Image clarity: Ensure receipt images are clear, legible, and show the entire receipt.
File size: Receipt files should be under 5MB. If you have a large file, compress it before sending.
Multiple receipts: You can attach multiple receipts in a single text message, but be mindful of file size limits. For many receipts, send them in smaller batches.
Abbreviations: While Fyle may recognize some common abbreviations, use the full and correct names for categories, projects, etc., to avoid errors.
If you have any questions or concerns, please reach out to [email protected]