Fyle

How can I download my expense reports in PDF, CSV, Excel? How can I customise the format while exporting an expense report in CSV or Excel?

Download Your expense report

Share your expense reports via email

How do I search for an expense report? How do I apply filters to expense reports? How do I customise the view on My Reports page?

Filter expense reports and customize my reports page

What are Sent Back expense reports? How to resubmit expense reports that have been sent back?

Understanding sent back reports

How to check if there is an active policy running in your expense?

Policy success indication on expense history

Product Team

Other actions on reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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