What is the Fyle text messaging feature? This feature lets you submit receipts, code expenses, and receive notifications directly through your phone's messaging app, providing a fast and easy way to handle expenses on the go.

How do I set up text messaging with Fyle? You need to opt in to text messaging and verify your mobile number through the Fyle mobile app. Detailed instructions can be found in the [Setting Up Text Messaging] article.

What are the benefits of using text messaging for expenses? Text messaging offers speed and convenience. Submit receipts anytime, anywhere, without opening the Fyle app. Simplify expense coding with guided text prompts.

Are there any fees for using this feature? Standard messaging rates from your carrier may apply. Fyle doesn't charge additional fees for text message integration.

What if I change my phone number? Update your number in the Fyle mobile app settings and re-verify it to keep receipts linked to your account.

I'm part of multiple entities (organizations) on Fyle. How does it work, then?

Currently Text message support is available only for one org, i.e., Primary Org on Fyle. Please ensure to complete mobile number verification on Primary Org. You can check your Primary Org and change it as mentioned here. Note that all receipts submitted via SMS will be present in Primary Organization on Fyle.
If you want to use Text message for all entities, you can add and verify different mobile numbers for each entity.

What file formats are supported? Fyle supports common image formats like JPG, PNG, and PDF.

Is there a file size limit? Yes, receipt files can be up to 5MB.

How do I submit multiple receipts? Include multiple images in a single message, but be mindful of the file size limit. Send in smaller batches for many receipts.

What if I send the wrong receipt? You can use the Web App or Mobile App and edit the appropriate expense and remove the receipt

How clear do my receipt photos need to be? Receipt images should be clear, legible, and show the entire receipt. Ensure good lighting and avoid blur.

What if I make a mistake coding an expense? Correct errors by replying to the Fyle message thread with the corrected information. You can also use the Fyle Web App or Mobile App to make corrections.

Can I code expenses for others? No, this feature is for individual expense management. You can only code your own expenses.

What if Fyle doesn't recognize my response? Double-check spelling and formatting. Use exact names for categories, projects, etc., as they appear in your Fyle account.

How do I know what information Fyle needs to code my expense? Fyle will send you a text message prompting you for the specific details required, such as category, project, or cost center.

Can I use abbreviations or shortcuts when coding expenses via text? This depends on how your Fyle system is configured. In some cases, Fyle might recognize common abbreviations. However, for best results, use the full and correct names for categories, projects, and cost centers.

Does Fyle remember recently used values and automatically use them? Our AI engine recognizes the last cost centre that employees have used and subsequently auto-fills the same cost centre for other expenses. This works because in most cases, we recognized that cost centre inputs stay the same for an employee. If the AI is unable to determine the cost center, then it will explicitly ask for the cost center in the text message.

I'm not receiving text messages from Fyle. Ensure you've opted in and verified your number. Check your signal and messaging settings. Contact Fyle support if the problem persists.

I sent a receipt, but it's not in my Fyle account. Allow time for processing. Check your internet connection and retry if needed. Contact Fyle support if the issue continues.

I'm receiving error messages when trying to submit receipts or code expenses via text. Note the specific error message and consult the Fyle Help Center or contact support for assistance. The error message should provide clues about the problem.

My text messages to Fyle seem to be delayed. This could be due to network congestion or issues with your carrier. Try again later. Persistent delays should be reported to Fyle support.