If you have business receipts such as cab bills, mobile bills, travel tickets, etc. to be filed that get sent to your personal email ID, you can file these expenses with a single click by adding in a secondary email ID. This eliminates the need to log into your Fyle account and add the receipts manually.
Add a Secondary Email ID
Click on the gear icon on the top right corner of your screen to navigate to spender settings.
NOTE: Adding secondary inbox details can only be done via the web app.
From the left-hand sidebar select Preferences.
Scroll down to Secondary Inboxes and click on the Add Email button.
In the pop-up box that opens up, type in your secondary email ID and click on the Save button.
Once the email ID is added, you will receive a verification link on the added email with a Verify link. Open the email and click on the Verify button.
NOTE: In case you do not receive the email within a few minutes, kindly check your Junk/Spam folder as it may have been redirected there.
Once you have verified your email ID, you can forward receipts from your secondary email to [email protected]. Fyle will automatically create an expense for you along with the receipt.
You can find these expenses under the Expenses page in the Unsubmitted tab.
The expenses will have the receipt attached and be in the Incomplete state.
If you click on the expense, you can find most of the expense details such as amount, date of spend, merchant, etc will be automatically extracted from the receipt.
Delete Secondary Email ID
You can just as easily remove your secondary email ID from your Fyle account.
Follow the same steps to get to the Secondary Inboxes box and click on the Bin icon.
A pop-up box will ask you for a confirmation to proceed with the deletion, click Yes, Delete to finish. Your secondary email ID will be deleted from your Fyle account.
Following the steps mentioned, you can add and remove your secondary email ID as needed.
To learn more about how you can forward e-receipts from any email ID to Fyle, click here.