If you receive business receipts like cab bills, mobile bills, or travel tickets in your personal email, you can easily file these expenses with a single click by adding a secondary email ID. This saves you from having to log into your Fyle account and manually upload the receipts.
How to Add and Link a Secondary Email ID in Fyle
Login to Fyle using your Web App
Navigate to My Settings by clicking the gear icon in the top-right corner
Click on Preferences from the Left Panel
Here, under the section Secondary Inboxes, click on Add Email
Enter your personal email ID and hit on Save!
Verify your Personal Email ID
After adding the email ID, a verification link will be sent to the entered email ID. Open the email and click Verify to complete the process.
Forward Receipts to Create Expenses
Once your personal email ID is verified, you can forward your business receipts to [email protected], and Fyle will automatically extract the relevant information from the email and the receipt to create an expense for you.
Complete your Expense
Expenses created by forwarding receipts can be found on the Expenses page, under the Unreported section.
These expenses will initially appear in an Incomplete state, awaiting your review.
Details such as Amount, Date of Spend, Merchant, and the receipt will already be extracted by the system.
You can review the extracted details, fill in any additional relevant fields, and save the expense.
Now, this expense will be moved to the Complete state and is ready to be reported!
To learn more about how you can forward e-receipts from any email ID to Fyle, click here.