The My Expenses page provides a comprehensive view of your spending. Fyle offers robust filtering, searching, and sorting options to help you quickly find the expenses you need, both on the web and mobile apps. This article explains how to use these features.
Web app
Access my expenses: Click Expenses in the left sidebar.
View expenses: Your expenses are organized into tabs: Unreported, Blocked, and All Expenses.
Filter expenses:
Quick filters: Use the quick filters above the expense list to filter by Expense Status (Incomplete, Complete, etc.) and Policy Violation (Yes/No).
More filters: Click More Filters to access additional filters, including Date of Spend, Category, Merchant, Amount, and more. You can combine multiple filters for more specific results.
Saved filters: Save and reuse frequently used filter combinations.
Search rxpenses: Use the search bar to quickly find expenses based on keywords. You can search by expense ID, amount, merchant, category, or employee name.
Sort expenses: Click on a column header (e.g., Date of Spend, Amount) to sort the expenses by that column. Click again to reverse the sort order.
Mobile app
Access my expenses: Tap the menu icon and select Expenses.
View expenses: The mobile app displays expenses that are Incomplete, Unreported, or have policy violations.
Filter expenses: Tap the funnel icon to access filters. Filter by Type (expense state), Date, Receipts Attached, Expense Type (Mileage, Per Diem, Regular), and Cards.
Search expenses: Tap the magnifying glass icon to search for expenses by merchant, category, amount, or other details.
Sort expenses: Tap Sort By to sort expenses by Date, Amount, or Category.
Note:
Combined actions: You can combine filtering, searching, and sorting to refine your expense list effectively.
Clearing filters: Click Clear All on the web app or Clear All and then Save on the mobile app to remove all applied filters.
Saved filters (web app): Saved filters are accessible only on the web app.
Expense details: Click or tap on an expense to view its details, receipts, and any associated comments or policy violations.
To learn more about the different states of expenses, click here.
To learn more about how to create an expense via the mobile app, click here.