Fyle

Need funds upfront for upcoming business expenses? Fyle's Advance Requests feature allows you to request advances and track their usage. This article explains how to request single or multiple advances using both the web and mobile app.

Navigate to Advances: Go to the Advances section.

Request Advance: Click Request Advance.

- Currency: Select the currency.
- Amount: Enter the requested amount.
- Purpose: Describe the purpose of the advance.
- Project (Optional): Select the relevant project (if applicable).
- Description (Optional): Provide additional details.

Submit or Save as Draft: Click Submit Request to send the request for approval. Alternatively, click Save Draft to save the request and submit it later.

1. Navigate to Advances: Go to the Advances section.
2. Request Advance: Click Request Advance.
3. Fill in Details:
 - Currency: Select the currency.
 - Amount: Enter the requested amount.
 - Purpose: Describe the purpose of the advance.
 - Project (Optional): Select the relevant project (if applicable).
 - Description (Optional): Provide additional details.
4. Submit or Save as Draft: Click Submit Request to send the request for approval. Alternatively, click Save Draft to save the request and submit it later.

Navigate to Advances: Go to the Advances tab.

Create Request: Tap the + (plus) icon in the top-right corner.

Fill in Details: Enter the required information (similar to the web app).

Submit or Save as Draft: Tap Submit Request or Save Draft.

1. Navigate to Advances: Go to the Advances tab.
2. Create Request: Tap the + (plus) icon in the top-right corner.
3. Fill in Details: Enter the required information (similar to the web app).
4. Submit or Save as Draft: Tap Submit Request or Save Draft.

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Requesting Multiple Advances (Web App Only)

If your admin has enabled multiple advances for your organization, it means that every advance that you receive from your organization is maintained as a separate advance balance on Fyle.

Note: This feature is not available if your admin has not enabled multiple advances for your organization. In that case, all advances received by you will be maintained as a single advance balance on Fyle.

For example, if you receive an advance of $500, then an advance of $400

If your admin has enabled multiple advances, you will be able to see 2 separate advance balances of $500 and $400 respectively in your Fyle account

If your admin has not enabled multiple advances, you will be able to see a single advance balance of $900 in your Fyle account

- If your admin has enabled multiple advances, you will be able to see 2 separate advance balances of $500 and $400 respectively in your Fyle account
- If your admin has not enabled multiple advances, you will be able to see a single advance balance of $900 in your Fyle account

How to Request for Multiple Advances

From the sidebar, go to Advances. Click on Request Advance to create a new advance request.

Enter the details of the advance you are requesting, including the amount and purpose. Click on Submit Request to successfully submit your advance request.

You can follow the same steps to request for as many advances as you require.

1. From the sidebar, go to Advances. Click on Request Advance to create a new advance request.
2. Enter the details of the advance you are requesting, including the amount and purpose. Click on Submit Request to successfully submit your advance request.
3. You can follow the same steps to request for as many advances as you require.

How do I request for an advance? How I create a draft advance request? How do I request for an advance from the mobile app?

Requesting a Single Advance

Web App:

Mobile App:

Requesting Multiple Advances (Web App Only)

How to Request for Multiple Advances