Fyle

Product Team

Discover different ways to use Sage Expense Management to create, code and submit expenses. 

Using Sage Expense Management across platforms

Create expenses, attach receipts and code expenses from the Sage Expense Management web app.

Create expenses on the web app

What are unreported expenses? What are incomplete expenses? How to submit expenses?

Understanding my expenses page

What are open reports? What are draft reports? How do I see the status of my report? How do I submit a report?

Understanding my reports page

Web application

Getting the Sage Expense Management mobile app

Create expenses, attach receipts and code expenses from the Sage Expense Management mobile app.

Creating expenses on Sage Expense Management mobile app

Functionalities available on the Spender Dashboard on the mobile app

Spender dashboard on mobile app

Where can I view my expenses on the mobile app?

Understanding expenses on the mobile app

A few simple steps to ensure you're always enjoying the latest updates.

How to update your Sage Expense Management mobile app?

Mobile application

Sage Expense Management will automatically create an expense for you if you forward your email receipt to Sage Expense Management or add it to apps like Uber

Using Magic mail to automatically create expenses in Sage Expense Management

How do I create expenses using receipts from my personal email ID?

Forward e-receipts from personal email IDs

Forward receipt emails to receipts@fylehq.com from your registered email to auto-create expenses in Sage Expense Management.

Forward e-receipts from registered email ID

Magic Mail lets you automatically capture receipts from card payments made at physical stores and restaurants using their POS terminals - without taking photos or forwarding emails manually.

Using Magic Mail when you swipe your card to automatically capture receipts (Beta)

Gmail auto-forwarding lets you automatically send receipt emails from your inbox to Magic Mail, so expenses are created in Sage Expense Management without any manual effort.

Automatically capture receipts using Gmail auto-forwarding and Magic Mail (Beta)

Email forwarding

Steps to opt in to text messages on the Web App and Mobile App

Opt-in to text messages

Attach receipts and code expenses on your mobile phone via text messaging, simplifying creating and coding expenses!

Attaching receipts and coding expenses via text messages

Sage Expense Management’s text message AI allows you to receive real-time transaction alerts and submit receipts directly via text. If you'd like to stop or resume receiving these messages, here’s…

How to opt-out of text messages

Common questions around text messaging integration

Frequently asked questions on text messaging

Sage Expense Management now sends text messages to help American Express users stay on top of their expenses.

(Beta) Text Notifications for American Express Transactions

Text messaging

Help Article for Sage Expense Management Add-in on the Browser & Desktop App for Outlook

Sage Expense Management add-in for outlook

This article explains the recent Microsoft API changes and how they affect your Sage Expense Management Outlook Add-in.

Microsoft permission changes for Sage Expense Management Outlook Add-in

Outlook Integration

Steps to install and use the Sage Expense Management Gmail extension on Google Chrome.

Sage Expense Management extension for Google Chrome

Steps to install and use the Sage Expense Management Gmail add-in on Microsoft Edge.

Sage Expense Management add-in for Microsoft Edge

Browser integration

Integrate expense creation, coding & reporting into your Slack workflow.

Slack integration for Sage Expense Management

Learn how to submit expense reports from the Sage Expense Management app for Slack.

Submit expense report from Slack

Slack integration

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