Welcome to Fyle! This article outlines the first few steps you need to take to get started with managing your expenses.

1. Activate Your Account

You should have received an email invitation to activate your Fyle account. Click the activation link in the email to set up your password and complete the registration process. If you haven't received the invitation, check your spam folder or contact your company's Fyle administrator.

2. Log in and Explore

Log in to the Fyle web app (app.fylehq.com) using your newly created credentials. Take some time to explore the interface and familiarize yourself with the different sections

3. Connect Your Corporate Card (if applicable):

If your company has provided you with a corporate card, connect it to Fyle in the Cards section. This allows Fyle to automatically import your card transactions, simplifying the expense creation process. Refer to the Connecting Your Corporate Card article for detailed instructions.

4. Link Your Personal Card (if applicable):

If you'll be submitting expenses paid with your personal card, link your card to Fyle in the Cards section. This helps track your reimbursable expenses. See the Linking Your Personal Card article for more information.

5. Set Up Text Messaging (Optional but Recommended):

Enable text message integration in your mobile phone. This allows you to submit receipts quickly by simply texting them to Fyle. See the Setting Up Text Messaging article for step-by-step instructions.

6. Start Creating Expenses:

Begin creating expenses as you incur them. Use the method that's most convenient for you: the web app, mobile app, email integration, or text messaging. Be sure to attach receipts and provide all necessary details.

7. Create Your First Expense Report:

Once you have a few expenses, create an expense report to submit them for approval.

By following these first steps, you'll be well on your way to efficiently managing your expenses with Fyle. If you have any questions, consult the Fyle Help Center or contact your company's Fyle administrator or Fyle support.

8. Download the Mobile App (Recommended)

Download the Fyle mobile app from the [iOS App Store / Google Play Store]. The mobile app makes it easy to capture receipts, create expenses on the go, and stay on top of your expense reports.