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 Yashwanth Madhusudan avatar A +9
92 articles in this collection
Written by Siva Narayanan, Yashwanth Madhusudan, Abhishek Jain and 9 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 an expense on the Web App

How can I create an expense on the web app?
Siva Narayanan avatar
Written by Siva Narayanan
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 Fyle on Web App

How to fyle multiple receipts on web app?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

My Expenses and Receipts

Where can I view all my expenses on the webapp?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

My Expenses: Draft Expense

What are draft expenses? How can I report such expenses?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

My Expenses: Cannot Report

What are 'Cannot Report' Expenses? How can I change the status of such expenses or report them?
Jahaber Sathik avatar
Written by Jahaber Sathik
Updated over a week ago

View expenses of all states

Where can I find all my expenses and what actions can I perform on this page?
Pratima Rao avatar
Written by Pratima Rao
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

Foreign Currency Expenses

How to create expenses in a foreign currency?
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

Filter expenses

Advanced search filters for fylers in My Expenses page on web app
Jahaber Sathik avatar
Written by Jahaber Sathik
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

Per Diem

Creating per diem expenses
Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a week ago

Log multi-stop mileage expense on web application

Information on how you can capture mileage expense with multiple stops on web-app
Pratima Rao avatar
Written by Pratima Rao
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

Split an expense

How to split a single expense into multiple projects, cost centres or categories
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Written by Shrey
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 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?
Siva Narayanan avatar
Written by Siva Narayanan
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 Bhavika Ghate
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 realtime feed

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

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 over a week ago

How to unlink the credit card details from an expense

Follow the steps mentioned here to remove the card details from your expense
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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 this week

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 expenses to an expense report

How can I add expenses to a report?
Siva Narayanan avatar
Written by Siva Narayanan
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

Report your expenses from your smartphone

How can create an expense report on the mobile app?
Siva Narayanan avatar
Written by Siva Narayanan
Updated over a week ago

Policy success indication on expense history

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

Task Automation

Automate repetitive tasks like report submission
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Written by Bhavika Ghate
Updated over a week ago

Share your expense reports via email

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

Download your expense report

Can I download my expense report as PDF or XLS format?
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

Sent Back Reports

Why are your reports Sent Back? How do you resubmit reports that have been Sent Back?
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Written by Shrey
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