The My Expenses page is your central hub for managing all your business expenses in Fyle. This article explains the different sections and features of this page, helping you navigate it effectively.
Expense Tabs
The My Expenses page is organized into three tabs:
Unreported: This tab displays expenses that haven't been added to a report. This includes both Complete and Incomplete expenses.
Complete Expenses: These expenses have all the mandatory information filled in and are ready to be added to a report.
Incomplete Expenses: These expenses are missing some required information (marked with red asterisks). You need to complete these before they can be added to a report.
Blocked: This tab contains expenses that violate your organization's expense policies. Review and edit these expenses to resolve the policy violations. Until the violations are resolved, these expenses cannot be submitted.
All Expenses: This tab displays all your expenses, regardless of their status. Use the filters to view expenses in specific states (Incomplete, Complete, Submitted, Approved, Processing, Paid, Closed).
Reviewing Expenses
Individual Expense View: Click on an expense to view its details, receipts, comments, and any policy violations. You can edit expenses from this view (if permitted based on the expense status).
Bulk Review: Select multiple expenses and click Start Review to review them one by one.
Actions
Add to Report: Select one or more expenses and click Add to Report to include them in a new or existing expense report.
Delete: Select one or more expenses and click Delete (available only for certain expense states, like Incomplete). Caution: Deleting an expense is permanent.
Merge: Select two or more expenses and click Merge to combine them into a single expense (available only for certain expense types and states).
Export: Select one or more expenses and click Export to download them in a spreadsheet format (Excel or CSV).
Filters
Use the filters to narrow down your expense list and find specific expenses:
Quick Filters: Easily filter by expense status (Incomplete, Complete, etc.) and policy violations.
More Filters: Access additional filters for criteria like date of spend, category, merchant, amount, and more.
Saving Filters: Save frequently used filter combinations for quick access later.