FAQs about connecting the card, eligibility, and text notifications
How to get access to the Visa Real-time Feed?
You will have access to the Visa Real-time Feed feature if you satisfy the following:
Must be a Business or Enterprise Plan customer
Home currency must be USD
The company cards must be on the Visa card network and must be issued by a US bank (any bank)
You must've uploaded at least one card statement in the recent past
Please go through this article to learn more about the process.
How to connect a Visa card to get the transactions on Fyle?
Once you have access to the real-time feed with Visa, you can connect the card easily from the Settings page on Fyle. Follow the steps mentioned here to connect your Visa card to Fyle.
You can remind your employees to add their Visa cards. Follow the steps mentioned here to remind your employees.Is the Verification of the card mandatory to get real-time feed?
Yes. You can get real-time feed only after verifying the card.
Is Verification of the mobile number mandatory to receive text notifications?
Yes. You can get real-time feed notifications via text message only after verifying your mobile number.
Will I get a text notification if there's a refund or credit on my Visa Card?
No, we don't send text notifications for a refund or credit charge. You'll receive a text notification only when the card is used to make purchases.Can I connect my Visa debit cards for real-time feed?
Yes. You can connect your Visa debit card to Fyle to get real-time feed.
If you have enrolled on a debit card, please note that not all transactions with your enrolled debit card may be eligible for expense tracking, including PIN-based purchases. Do not use a Personal Identification Number (PIN) when paying for your purchase if you want the transaction to be available under this service.Can I connect my personal Visa card for real-time feed?
Visa real-time feed doesn't work for Personal cards.Will I get the real-time feed if my Visa card is based in the US but my transaction happened outside?
Yes. If your Visa card is issued from a US bank and you make a transaction outside the US, you will get the real-time feed for those transactions.
My international transaction fee doesn't show up on Fyle, but it does show up on my bank statement. Why?
The banks charge the foreign transaction fee. Different banks have different ways of charging the foreign transaction fee and Visa has no visibility. Therefore, you won't see the fee reflected on Fyle.
FAQs about card management
One of the employees who was using a Visa card left the organization. Will the transactions sync to Fyle?
Yes, currently, Fyle doesn't disconnect the card if the cardholder is disabled. You (the administrator) have to disconnect the card manually.How can I turn off the Visa Real-Time Feed for my organization and have all of my cards disconnected?
In Admin Settings > Cards > Corporate Cards, you can turn off the toggle next to "Enable Visa Real-Time Feed". After confirming, all cards connected to the Visa Real-Time Feed will be disconnected.
Note: If there are cards with no transactions connected to Visa Real-Time Feed, they will be deleted from Fyle.
FAQs about transaction behavior
The food expenses being created by Visa don't include tips, as the tips are swiped later. Do we need to create two expenses for these two transactions?
No. You don't need to create two expenses, for the food bill and tip.
In this case, if the expense created by the first transaction (food bill) is not Approved (by Approvers), the transaction amount of the tip will get added to the expense from the food bill. There will be only one expense with an updated amount.For your understanding, two distinct operations happen after you swipe your credit card: Authorization and Settlement. Please go through this article to understand the process.
I placed an order on Amazon, but the transaction doesn't show up on Fyle. Why is this happening?
For orders placed on Amazon, you can expect transactions to appear on Fyle after the seller has confirmed the order. Note that sometimes you may not see transactions until after the items have shipped. We have no control over this and are dependent on the card network.
My transactions from the Gas station are missing on Fyle. Why did that happen?
Usually, gas stations charge 1 USD to validate your card. These are hold or pending transactions, and the actual transaction with the fuel amount will come in a little later after the bank processes (or settles) these transactions. Fyle doesn't create expenses for such 1 USD transactions, and you can find the transactions on Fyle only after the bank processes them.
Feel free to reach out to us at [email protected] for further queries.