The Fyle mobile app makes it easy to create expenses on the go, capturing receipts and entering details wherever you are. This article explains how to create different types of expenses using the app.
Creating an expense
Open the app and tap the plus Icon: Launch the Fyle app and tap the large + (plus) icon.
Choose expense type: Select the type of expense you want to create:
Capture receipt: Use your phone's camera to take a picture of your receipt. Fyle's AI will attempt to extract the expense details.
Add manually: Manually enter the expense details and upload a receipt later (if you have one).
Add mileage: Track mileage for business trips.
Add per diem: Add your daily allowance (if applicable).
Enter expense details:
Captured receipt: Review the extracted information and correct any errors. Fill in any missing mandatory fields (marked with a red asterisk).
Manual entry/mileage/per diem: Enter the required information in the corresponding fields.
Attach receipts (if needed): If you chose Add Manually, you can attach a receipt image now or later. For mileage and per diem expenses, receipts are typically not required but can be added if needed for supporting documentation.
Save the expense: Tap Save. The expense will be stored in the app and synced to your Fyle account. You can then add it to a report.
Tips for creating expenses on the mobile app
Clear receipts: Capture clear, well-lit images of your receipts for accurate data extraction. Ensure the entire receipt is visible in the image.
Offline mode: Create and save expenses even when you're offline. They'll be synced when you have a connection.
Bulk receipt capture: Use the Bulk Mode option (accessed via the camera icon on the dashboard) to capture multiple receipts quickly.
Text messaging: If enabled, use text messaging to send receipts and code expenses quickly (click here to know more).