Introduction
Once you or your admin has connected your corporate card on Fyle, any transactions made on the card will automatically flow in your Fyle account. You can find these transactions on your My Expenses page.
To learn more about the different types of cards and how transactions flow into Fyle, read this article: Adding your corporate card to Fyle
Find and complete corporate card expenses
From the left panel, go to Expenses. You can find all your corporate card expenses on this page:
Incomplete expenses: These expenses are missing some details like receipt, category, etc. Open any such expenses and complete them.
Complete expenses: These expenses already have all required details.
Submit corporate card expenses
Once all your corporate card expenses are complete, you can submit them for approval:
From the left panel, go to Expenses.
Select all Complete expenses.
Click on Add to Report. Add to the correct report and submit for approval.
Mark corporate card expense as personal
If you have any personal transactions made through your corporate credit card, it's easy to mark them as personal within Fyle:
From the left panel, go to Expenses.
Find the expense you want to mark as personal. Open the expense.
Click on Options > Mark as Personal. This successfully marks the expenses as personal.
What happens next?
Once an expense is marked as personal,
It will be removed from your Expenses section.
Your admin can view the expense classified as a personal expense.
To reverse this action, you need to reach out to your admin.
Delete corporate card expense
If you need to delete a corporate card expense for any reason, please reach out to your admin. You do not have access to delete corporate card expenses from your own account.