Fyle for Spenders

Getting started with Fyle easily - Learn how to track expenses using Fyle and create expense reports in a single click.

Siva Narayanan avatar A S +8
96 articles in this collection
Written by Siva Narayanan, Abhishek Jain, Shrey and 8 others
Fyle expenses using web-app

User Dashboard

Know everything that can be done from your dashboard as a spender.
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Written by Bhavika Ghate
Updated over a week ago

Creating General Expenses via Web App

How can I create an expense on the web app?
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Written by Tanvi Telang
Updated over a week ago

Payment Mode field in expense forms

What are the different payment mode options available for an expense? Understand which of them are reimbursable and which of them aren't.
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Written by Bhavika Ghate
Updated over a week ago

Bulk Add Receipts To Create Expenses

How to bulk add receipts? How to create multiple expenses?
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Written by Tanvi Telang
Updated over a week ago

Understanding Expenses on the Web App

Where can I view all my expenses on the webapp?
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Written by Tanvi Telang
Updated over a week ago

My Expenses: Incomplete Expenses

What are draft expenses? How can I report such expenses?
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Written by Tanvi Telang
Updated over a week ago

My Expenses: Cannot Report & Flagged

What are 'Cannot Report' Expenses? What are 'Flagged' expenses? What are policy violations?
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Written by Tanvi Telang
Updated over a week ago

Recurring Expenses

[For Business/ Enterprise plans] Learn how to automatically create expenses for recurring expenditures like broadband bills.
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Written by Bhavika Ghate
Updated over a week ago

Create Expenses In Foreign Currency

How to create expenses in a foreign currency?
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Written by Tanvi Telang
Updated over a week ago

Filter Your Expenses

How do I filter my expenses? What filters can I apply? How to remove filters?
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Written by Tanvi Telang
Updated over a week ago

Search across data

How can you quickly navigate to the data you're looking for using the search bar
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
Updated over a week ago

Create Per Diem Expenses via the Web App

How do I create per diem expenses? What are per diem expenses?
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Written by Tanvi Telang
Updated over a week ago

Create Mileage expenses via the Web App

How do I create mileage expenses? What are mileage expenses? Can I add stops to my mileage expenses?
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Written by Tanvi Telang
Updated over a week ago

Bulk Add Mileages

Learn how to create Mileage Expenses in bulk
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Written by Bhavika Ghate
Updated over a week ago

Splitting an Expense

How to split a single expense into multiple projects, cost centers, or categories?
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Written by Tanvi Telang
Updated over a week ago

View policy failures in the expense History tab

View details in the history tab when a policy run fails due to missing approvers
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
Updated over a week ago

Delete or remove a receipt/expense

How can I delete an entry? How can I delete an expense?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Direct deposit banking details - ACH

Adding your direct deposit details to receive reimbursements
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Written by Shrey
Updated over a week ago
Fyle expense using mobile device

Attaching receipts to expenses on your Mastercard using Text Message

Learn how to use Mastercard Real-time Feed to submit receipts using text message
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Written by Pradyumna Dinni
Updated today

Create Per Diem Expenses via Mobile App

How to create per diem expenses via mobile?
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Written by Tanvi Telang
Updated over a week ago

Create Reports via Mobile App

How to create reports on the mobile app?
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Written by Tanvi Telang
Updated over a week ago

Resubmit Reports via the Mobile App

How to I resubmit a report? What are sent back reports?
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Written by Tanvi Telang
Updated over a week ago

Spender Dashboard For Mobile App

Functionalities available on the Spender Dashboard on the mobile app
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Written by Tanvi Telang
Updated over a week ago

Filter and Sort Your Expenses and Expense Reports on the Mobile App

How can I filter my expenses on the mobile app? How can I filter my expense reports on the mobile app?
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Written by Tanvi Telang
Updated over a week ago

Understanding Expenses on the Mobile App

Where can I view my expenses on the mobile app?
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Written by Tanvi Telang
Updated over a week ago

Add Mileage Expenses via Mobile App

How to add mileage expenses? Add mileage expenses via mobile
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Written by Tanvi Telang
Updated over a week ago

Scan paper receipts on your smartphone

How can I submit my paper receipts? How can I create an expense on the mobile app?
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Written by Bhavika Ghate
Updated over a week ago

Attaching receipts to expenses on your Visa card using Text Message

Learn how to use VISA Real-time Feed to submit receipts using text message and Slack
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Written by Bhavika Ghate
Updated over a week ago

Uploading HEIC image receipts on Fyle

Receipts clicked with iPhone iOS 11 or later can not be uploaded on the web app directly.
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Written by Bhavika Ghate
Updated over a week ago

How to update your Fyle mobile app?

A few simple steps to ensure you're always enjoying the latest updates.
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Written by Bhavika Ghate
Updated over a week ago
Fyle expense using everyday apps

Fyle Gmail extension for Microsoft Edge browser

Steps to install and use the Fyle Gmail extension on your Edge browser
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Written by Bhavika Ghate
Updated over a week ago

Fyle Gmail extension for Brave browser

How to install Gmail Extension on Brave web browser and allow cookie permissions?
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Written by Bhavika Ghate
Updated over a week ago

Diagnosis for Fyle Gmail Extension for Chrome

Diagnostic steps to try if the extension is not working on your chrome browser
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Written by Abhishek Jain
Updated over a week ago

Fyle Add-in for Outlook (Browser App)

Help Article for Fyle Add-in in the Browser App for Outlook
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Written by Bhavika Ghate
Updated over a week ago

Fyle Gmail extension for Google Chrome browser

Steps to install and use the Fyle Gmail extension on your Chrome browser
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Written by Bhavika Ghate
Updated over a week ago

Forward your E-Receipts from Secondary / Personal Email IDs

How can I fyle/claim e-receipts in my personal email?
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Written by Tanvi Telang
Updated over a week ago

Fyle Add-in for Outlook (Desktop App)

Help article for Fyle Add-in in the Desktop App for Outlook
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Written by Bhavika Ghate
Updated over a week ago

Forward E-receipts From Email To Fyle

Fyle will automatically create an expense for you if you forward your email receipt to Fyle
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Written by Tanvi Telang
Updated over a week ago

Apps that send receipts to your email can directly be linked to Fyle

Learn how to automatically create expenses in Fyle from apps like Uber, Lyft, Toast, and Square
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Written by Bhavika Ghate
Updated over a week ago
Corporate Credit Card on web app

Connect your Visa card for real-time feed

Connect your Visa card so that your expenses on your company card come in to Fyle in real-time
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Connect your Mastercard for Real-time Feed

Connect your Mastercard so that expenses on your company card come in to Fyle in real-time
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Written by Pradyumna Dinni
Updated today

Managing Corporate Card Expenses

This article explains how you, as a spender, can manage corporate credit card expenses and report them.
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Written by Pradyumna Dinni
Updated this week

What can we do when two wrong expenses are merged?

Follow the steps mentioned here to work on the case where two expenses that are not duplicates are merged.
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Written by Pradyumna Dinni
Updated over a week ago

Dismissing a refund or cashback from the corporate card expenses

This article talks about how you, as a spender, can dismiss the refunds and cashback, i.e., credit expenses from the corporate credit card.
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Written by Pradyumna Dinni
Updated over a week ago

Marking a corporate card payment as Personal

This article talks about how you, as a spender, can mark expenses from the corporate credit card as Personal.
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Written by Pradyumna Dinni
Updated over a week ago

Merging Duplicate Expenses

This article explains how a user can remove duplicate expenses, which are often created by corporate credit card transactions.
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Written by Bhavika Ghate
Updated over a week ago

Manage and customize your card page view

This article explains how users can manage columns in the Cards section and the different filters they can use to customize the view.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Auto-match expense with a CCC transaction

This article explains the steps a Fyler can follow to create an expense and how the system auto-matches it with an existing CCC transaction.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Match CCC Transaction against an Existing Expense

This article explains how Fyle automatically matches a CCC transaction with an existing expense.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Mark your CCC transaction as personal

This article talks about how to mark corporate credit card transactions as Personal.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

Manual Reconciliation of CCC Transactions

This article takes us through the steps which a Fyler can take to create an expense against a CCC transaction manually.
Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago
Expense Reports

What is Automatic Report Submission?

This article explains about automatic report submission, and how it affects your expenses and workflow, both on mobile and web app.
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Written by Pradyumna Dinni
Updated over a week ago

Create a draft expense report on the web app

What is an expense report? How can I create a draft expense report?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Submit your Expenses in an Expense Report

How to submit your expenses in an expense report?
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Written by Bhavika Ghate
Updated over a week ago

Add Your Expenses to an Expense Report

How to add expenses to a report? What is a draft report?
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Written by Tanvi Telang
Updated over a week ago

Edit or delete expenses in your expense report

How can I edit or delete expenses in my expense report? Also find out how to delete an entire report.
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

View all your Expense Reports

Where can I find all my reports?
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
Updated over a week ago

Submit expenses in an expense report from mobile app

How to create expense reports on the mobile app and submit it for approval?
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Written by Bhavika Ghate
Updated over a week ago

Policy success indication on expense history

How to check if there is an active policy running in your expense?
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Written by Ashwathi Vinod
Updated over a week ago

Understanding your Expense Report

Understanding the information under different sections of your expense report.
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Written by Shrey
Updated over a week ago

Share Your Expense Reports via Email

Can I share expense reports via email?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Download Your Expense Report

How to download your expense report in PDF, CSV and Excel?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Filter Reports [Beta View]

Advanced search filters for Fylers in My Reports page on web app
Hemanth Singanamalla avatar
Written by Hemanth Singanamalla
Updated over a week ago

Understanding Sent Back Reports

What are Sent Back reports? How to resubmit reports that have been Sent Back?
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Written by Tanvi Telang
Updated over a week ago

Replying to comments by AMP Email

Find out how to reply to comments made on your expense right from inside the email
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Written by Bhavika Ghate
Updated over a week ago

Dynamic Reminder for Submitting Expense Reports

Submit your expense report from within the email reminder you receive.
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Written by Bhavika Ghate
Updated over a week ago