Forward E-receipts From Email To Fyle

Fyle will automatically create an expense for you if you forward your email receipt to Fyle

Written by Tanvi Telang
Updated over a week ago

If you receive your e-receipts to an email ID other than your official email ID which is registered with Fyle, you can forward them to Fyle to create expenses.

You can follow the mentioned steps in order to forward your e-receipts to Fyle:

  1. Click on the Gear icon on the top right corner of your screen

2. Under My Settings, click on Profile. Scroll down to Fyle Mail.

The email ID mentioned here is unique to your Fyle account. Any email receipt forwarded to this email ID will automatically create expenses on your Fyle account.

3. In order to forward a receipt from your personal email, copy and paste the above-mentioned Fyle Mail and forward the receipt

4. In your Fyle account, you should find the expense created for the forwarded receipt as an Incomplete expense to fill in any details required.

You can view this expense Under the Expenses -> Incomplete tab

5. On clicking on this expense, you can see most of the expense details are automatically extracted: amount, date of spend, merchant, etc.

You can add in any additional details and Click on Save.

Forwarding receipts from your personal/alternate email is a great way to save time and create expenses on the go!

You can even link apps such as Uber, Lyft, Toast, and Square to your Fyle account. To learn more, click here.

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