Fyle for Spenders

Spender Onboarding to Fyle

Guide to help you start using Fyle and submitting your expenses.

Written by Aditya Bansal
Updated over a week ago

Expense Overview

Process of creating an expense and a report

Written by Sushmitha Sampige
Updated over a week ago

Spender's First Day with Fyle

Comprehensive guide to help you on your first day with Fyle

Written by Ashwathi Vinod
Updated over a week ago

Create your Fyle account

How can I create a Fyle account? How to Fyle expenses ? A quick user guide

Written by Yashwanth Madhusudan
Updated over a week ago

Verifying your Fyle Account

How to verify your account and get started with Fyle

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Written by Shrey
Updated over a week ago

Change Password

How can I change my password? I want to reset my password.

Written by Siva Narayanan
Updated over a week ago

FyleHQ Migration

Steps to perform if you are unable to access Fyle due to the change in domain name.

Written by Ashwathi Vinod
Updated over a week ago

Verifying your mobile number

Here are the steps to verify your mobile number from Settings page

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Written by Pradyumna Dinni
Updated over a week ago

Profile

Manage your general details, view your organization and approver details, set holiday delegatee and more.

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Written by Harman Singh
Updated over a week ago

Preferences

Manage your preferences for notifications, features, default currency and locale.

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Written by Harman Singh
Updated over a week ago

Task Automations and Recurring Expenses

Automate some of the routine tasks.

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Written by Harman Singh
Updated over a week ago

User preference for currency

[Business/ Enterprise plans] Set the default currency preference for creating expenses and for requesting advances.

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Written by Harman Singh
Updated over a week ago

Email and App Notification Preferences

How to setup email and mobile app notifications?

Written by Jahaber Sathik
Updated over a week ago

Access Delegation

How to delegate your account's access to your co-worker?

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Written by Shrey
Updated over a week ago

User Dashboard

Know everything that can be done from your dashboard

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Written by Shrey
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.

Written by Aditya Bansal
Updated over a week ago

Creating an expense on the Web App

How can I create an expense on the web app?

Written by Siva Narayanan
Updated over a week ago

Foreign Currency Expenses

How to create expenses in a foreign currency?

Written by Ashwathi Vinod
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 Harman Singh
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 Harman Singh
Updated over a week ago

Bulk Fyle on Web App

How to fyle multiple receipts on web app?

Written by Sushmitha Sampige
Updated over a week ago

Filter expenses

Advanced search filters for fylers in My Expenses page on web app

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

Written by Hemanth Singanamalla
Updated over a week ago

Per Diem

Creating per diem expenses

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

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 Harman Singh
Updated over a week ago

My Expenses and Receipts

Where can I view all my expenses on the webapp?

Written by Siva Narayanan
Updated over a week ago

My Expenses: Draft Expense

What are draft expenses? How can I report such expenses?

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?

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?

Written by Pratima Rao
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

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?

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

Scan paper receipts on your smartphone

How can I submit my paper receipts? How can I create an expense on the mobile app?

Written by Aditya Bansal
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 Harman Singh
Updated over a week ago

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 Harman Singh
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 Harman Singh
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 Harman Singh
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

Written by Aditya Bansal
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?

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 Harman Singh
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

Written by Aditya Bansal
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 Harman Singh
Updated over a week ago

Connect your Visa card for realtime feed (beta)

Connect your Visa card so that your expenses on your company card come in to Fyle in realtime

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

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

Corporate Credit Cards for Fylers

This article takes you through the various actions that can be taken by Fylers on their CCC transactions

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Written by Jishnu Banerjee
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.

Written by Aditya Bansal
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.

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Written by Jishnu Banerjee
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.

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Written by Jishnu Banerjee
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.

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Written by Jishnu Banerjee
Updated over a week ago

Mark your CCC transaction as personal

This article talks about how to mark corporate credit card transactions as Personal.

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.

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Written by Jishnu Banerjee
Updated over a week ago

Corporate cards section on the mobile app

How can you use the mobile app to reconcile and manage corporate card spend?

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Written by Taranjot Singh
Updated over a week ago

Policy success indication on expense history

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

Written by Ashwathi Vinod
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?

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?

Written by Aditya Bansal
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?

Written by Aditya Bansal
Updated over a week ago

Report your expense from your smartphone

How can create an expense report on the mobile app?

Written by Siva Narayanan
Updated over a week ago

Automated workflows

Learn how to automate routine tasks like report submission.

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Written by Harman Singh
Updated over a week ago

Task Automation

Automate repetitive tasks like report submission

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Written by Harman Singh
Updated over a week ago

Add expenses to an expense report

How can I add expenses to a report?

Written by Siva Narayanan
Updated over a week ago

View all your Expense Reports

Where can I find all my reports?

Written by Hemanth Singanamalla
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.

Written by Siva Narayanan
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

How can I share my expense reports via email?

Written by Siva Narayanan
Updated over a week ago

Download your expense report

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

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

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 Harman Singh
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 Harman Singh
Updated over a week ago

Getting started with your Advance request

How can I request an advance payment on Fyle?

Written by Siva Narayanan
Updated over a week ago

Request for an Advance

How to request for advance on Fyle? How do I create an advance request?

Written by Siva Narayanan
Updated over a week ago

Request for an advance through the mobile app

How can you request for an advance using the mobile app?

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Written by Shrey
Updated over a week ago

Create Draft Advance Requests

What are Draft Advances? How can I submit the same

Written by Jahaber Sathik
Updated over a week ago

Delete your Advance Request

How do I delete an advance request?

Written by Siva Narayanan
Updated over a week ago

Multiple Advances

What are multiple advances, how can I request for it? How to claim expenses against multiple advance accounts?

Written by Jahaber Sathik
Updated over a week ago

Pull Back an Advance Request

How to pull back an advance request which is already submitted? How to resubmit the same?

Written by Jahaber Sathik
Updated over a week ago

Resubmit the advance that was sent back

How to resubmit the advance that was sent back to me?

Written by Siva Narayanan
Updated over a week ago

Fyle an expense against the advance issued

How to fyle an expense against the advance issued?

Written by Siva Narayanan
Updated over a week ago

Link Your Corporate Card to your Fyle Account

Complete your expenses faster by enrolling your corporate card on Fyle

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Written by Harman Singh
Updated over a week ago

Linking your Personal Card on Fyle

How can I link my personal credit cards and accounts to track expenses that need to be reimbursed by my organization?

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Written by Shrey
Updated over a week ago

Claiming reimbursement for expenses made on your personal card

How can I reconcile business expenses made on my personal credit card?

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Written by Shrey
Updated over a week ago

Submit Expense Report from Slack

Learn how to submit expense reports from the Fyle app for Slack.

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Written by Harman Singh
Updated over a week ago

List, Edit and Delete Expenses from Slack

Learn how to list your expenses, edit or delete them from within Slack.

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Written by Harman Singh
Updated over a week ago