Fyle's web app provides an easy to use interface for creating and managing your expenses. This article guides you through the process of creating these expenses, attaching receipts, and ensuring all necessary details are captured.
Creating an expense
Access the expense form: Click the Add Expense button on your dashboard. This opens a pop-up window. You can choose to upload a receipt immediately or click Add Manually to open a blank expense form.
Upload Receipts (Optional): If you have a receipt, drag and drop the image or click to browse and upload it from your computer. Fyle supports common formats like JPG, PNG, and PDF. You can add multiple receipts to a single expense. Important: If you don't have a receipt on hand, you can add it later before submitting the expense.
Enter expense details:
With receipt: Fyle's AI automatically extracts information from uploaded receipts, such as the amount, currency, and merchant. Review and correct these details if necessary.
Without receipt: Manually enter the expense details in the corresponding fields.
Mandatory fields: Fields marked with a red asterisk (*) are mandatory and must be completed to save the expense. These fields are configured by your organization's admin.
Add multiple receipts: To add more receipts to the same expense, click Add More below the already attached receipt(s).
Delete receipts: To remove a receipt, click the trash bin icon next to the receipt image.
Save the expense: Once you've filled in all the necessary details, click Save. The expense will be saved under the Unreported tab in the Expenses section, ready to be added to an expense report.
To learn more about bulk creating expenses, click here
To learn more about creating mileage expenses, click here.
To learn more about creating per diem expenses, click here.