The Fyle mobile app dashboard provides a quick and convenient overview of your expenses, reports, and tasks. This article explains the features and functionalities of the spender dashboard, helping you navigate and utilize the app effectively.
Dashboard Sections
The spender dashboard is divided into three main sections:
1. Quick Actions:
Add Expense: Tap the large + (plus) icon to quickly add an expense. You can choose to:
Capture Receipt: Take a picture of your receipt.
Add Manually: Enter expense details manually.
Add Mileage: Log mileage for business trips.
Add Per Diem: Add your daily allowance (if applicable).
2. Expense Overview:
Expense Reports: View the status of your expense reports (Draft, Reported, Approved, Payment Pending). Tap a status to view the corresponding reports.
All Expenses: View your incomplete and unreported expenses. Tap a category to view the corresponding expenses.
Card Spend: View transactions and expenses related to your linked corporate cards. Tap a card to view details and manage incomplete expenses. You can also sync your personal cards here.
3. Navigation and Tasks:
Home Icon: Returns you to the main dashboard.
Camera Icon: Opens the camera to capture receipts.
Tasks: Displays a list of pending tasks, such as incomplete expenses and unsubmitted reports. Tap a task to complete it.
Additional Features
Push Notifications: Receive real-time notifications about expense approvals, comments, and other updates.
Offline Access: Create and save expenses even when you're offline. They'll be synced automatically when you reconnect.
Card Management: Manage your linked corporate cards, view transactions, and track expenses.
Report Management: Create, submit, and track the status of your expense reports.
These are all the features available on the mobile app dashboard and what actions you as a spender can perform from the dashboard itself.