Overview
Microsoft has recently updated its APIs to enhance security and identity protection. Due to these changes, the Fyle Outlook add-in will require additional Microsoft account access to continue to automatically fetch receipt attachments from emails.
If you use the Fyle Outlook add-in on your browser to track expenses, this change affects you. This article will help you understand:
Why additional access is needed
What happens if access is not granted
How to grant the required access step-by-step
What Has Changed?
Earlier, the Fyle Outlook add-in could automatically fetch receipt attachments from emails without any extra permissions. However, Microsoft’s recent updates now require explicit permission before Fyle can access email attachments.
Without this permission, Fyle will not be able to retrieve receipt attachments from your emails when you create an expense via the Outlook add-in.
Why Does Fyle Need Additional Access?
To continue providing a seamless experience, Fyle requires access to fetch email attachments using Microsoft’s Graph API. This allows the Fyle Outlook add-in to:
Automatically fetch receipt attachments when you create an expense.
Extract key details such as amount, currency, date, and merchant from the receipts.
Attach the receipt to the expense automatically, just as it worked before.
Without this additional access, Fyle will not be able to retrieve attachments from emails, and you will need to upload them manually from the Web or Mobile application.
How to Grant Additional Access to Fyle?
Follow these step-by-step instructions:
Step 1: Open Outlook and Log in to the Fyle Add-in
Open your Outlook account in a web browser.
Click on the Fyle Outlook add-in to launch it.
Log in to your Fyle account.
Step 2: Grant the Required Permissions
After logging in, a prompt will appear requesting additional permissions.
Click on Allow Access to continue.
Step 3: Select the Correct Microsoft Account
You will be redirected to a Microsoft login page displaying all accounts linked to your Outlook.
Select the Microsoft account that is linked to Fyle.
Important: If you select an incorrect account, the Fyle add-in will not get the necessary access and won’t be able to fetch receipt attachments.
Step 4: Complete the Authorization Process
Once you select the correct Microsoft account, the required permissions will be granted automatically.
You will be redirected back to Outlook, and the Fyle add-in will now work as expected.
Now, Fyle can continue automatically attaching receipts to your expenses. In case of any queries, please contact [email protected]