Travel bookings made in TravelPerk will be auto-created as expenses in Fyle based on your configurations. If you've not set up the integration already, read here for instructions.
Once you've established the connection, invoices created in TravelPerk will be auto-created as expenses in Fyle. The amount, invoice/spend date, purpose field, Merchant and category will be auto-populated based on the invoice and your configuration. For easy reference, the invoice will get exported as a receipt in Fyle.
Below is an example of how an invoice in TravelPerk will look like in Fyle as an expense:
If an expense is created against you but you'd like to assign it to someone else, you can do so by clicking on the 'Edit' option in the expense form and check the 'Assign Expense' box.
If you need any assistance in setting this up, feel free to reach out to us on [email protected]