Dealing with a stack of receipts? Fyle's bulk add feature allows you to upload multiple receipts at once, saving you the time and effort of creating individual expenses. This article explains how to add receipts in bulk using both the web and mobile app.
Web app
Access bulk add: On your dashboard, click the dropdown arrow on the Add Expense button and select Add Expenses (under Bulk Mode).
Upload receipts:
Drag and drop: Drag and drop your receipt images (JPG, PNG, PDF) into the designated area.
Browse and upload: Click the upload area to browse your computer and select multiple receipt files.
Review and save: Click Start Review to review each draft expense. Fyle's AI attempts to extract expense information from the receipts. Review the extracted data, fill in any mandatory fields, and click Save & Next to move to the next expense. Alternatively, you can review and edit the draft expenses later in the Expenses section under the Unreported tab.
Mobile app
Access bulk add: Tap the + (plus) icon.
Capture receipts: Tap camera at the bottom of the screen to open the camera. Take pictures of your receipts one by one. Tap preview when finished.
Upload from gallery: Alternatively, tap gallery to select multiple receipt images from your phone's gallery.
Review and save: You can review and complete the expenses immediately or later. To review immediately, tap an expense, fill in the mandatory fields, and tap Save. The draft expenses will be available under the Expenses tab.
Note:
File formats: JPG, PNG, and PDF are supported on both web and mobile.
File size limits: Be mindful of file size limit of 5 MB per receipt (especially when uploading multiple files at once).
Image quality: Ensure receipt images are clear, legible, and well-lit for accurate data extraction.
Mandatory fields: Draft expenses created from bulk uploads are typically in the Incomplete state until all mandatory fields are filled.
Review and edit: Always review the extracted data and make any necessary corrections before submitting your expenses.
Policy compliance: Ensure your expenses comply with your organization's policies.