Fyle

Product Team

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

Fyle for Spenders

A brief overview of key concepts and ways to use Fyle

Fyle overview

Comprehensive guide to help you on your first day with Fyle

First steps

Getting started

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

Profile

How to modify notification settings via Web and Mobile app

Notifications

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

Preferences

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

Access delegation

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

Change your fyle password

Unable to login to my Fyle account on chrome browser after multiple attempts

How to enable 3rd party cookies in Chrome

Forgotten your Fyle password? This article explains how to reset it and regain access to your account.

Reset your fyle password

Get familiarised with your account and customise it to your preferences. 

General account settings

Expenses

From receipts to reports: A spender's guide to expense creation.

Create expenses on Fyle

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

Submit paper receipts

How to bulk add receipts? How to create multiple expenses?

Bulk add receipts to create expenses

How do I create mileage expenses? What are mileage expenses? Can I add stops to my mileage expenses?

Create mileage expenses

What are per diem expenses & how do I create them?

Create per diem expenses

Learn how to automatically create expenses for recurring expenditures.

Recurring expenses

How to create expenses in a foreign currency?

Create expenses in foreign currency

Creating expenses

Don't worry! mistakes happen when creating expenses! learn how to delete an expense permanently.

Delete an expense

How do I split a single expense into multiple expenses? How do I split a single expense into multiple categories, projects or cost centers?

Splitting an expense

Save time by coding categories, merchants, and other details for multiple expenses at once.

Edit multiple expenses on Fyle

What is a policy violation? How are policy violations removed? What are Blocked Expenses?

Understanding policy violations on your expenses

View, delete, export, merge, filter and add expenses to report in bulk

View, filter, and other bulk actions on the my expenses page

View details in the history tab when a policy run fails due to missing approvers

View policy failures

Find out how to reply to comments made on your expense right from inside the email

Replying to comments by AMP email

Other actions on expenses

Expense reports

Understanding the information under different sections of your expense report.

Understanding your expense report

What is an expense report? How can I create an expense report? How can I submit an expense report?

Creating and submitting a draft expense report

How can I edit or delete expenses in my expense report? Also find out how to delete an entire report.

Edit or delete expenses in your expense report

Creating expense reports

How to submit expense reports after coding your expenses and adding them to a draft report.

Submitting expense reports

This article explains about automatic report submission, and how it affects your expenses and workflow, both on mobile and web app.

What is automatic report submission?

Submit your expense report from within the email reminder you receive.

Dynamic reminder for submitting expense reports

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

Other actions on reports

Discover different ways to use Fyle to create, code and submit expenses. 

Using Fyle across platforms

Create expenses, attach receipts and code expenses from the Fyle 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 Fyle mobile app

Create expenses, attach receipts and code expenses from the Fyle mobile app.

Creating expenses on Fyle 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 Fyle mobile app?

Mobile application

Fyle will automatically create an expense for you if you forward your email receipt to Fyle

Forward e-receipts from email to Fyle

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 Fyle.

Forward e-receipts from registered email ID

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

Common questions around text messaging integration

Frequently asked questions on text messaging

Text messaging

Help Article for Fyle Add-in on the Browser & Desktop App for Outlook

Fyle add-in for outlook

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

Microsoft permission changes for Fyle Outlook Add-in

Outlook Integration

Steps to install and use the Fyle Gmail extension on Google Chrome.

Fyle extension for Google Chrome

Steps to install and use the Fyle Gmail add-in on Microsoft Edge.

Fyle add-in for Microsoft Edge

Browser integration

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

Slack integration for Fyle

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

Submit expense report from Slack

Slack integration

This article covers how to add and manage your corporate card in your Fyle account.

Adding your corporate card to Fyle

This articles covers how to take different actions on corporate card expenses and submit them for approval.

Managing corporate card expenses

Follow the steps mentioned here to work on the case where two expenses that are not duplicates are merged incorrectly

Fixing Incorrectly Merged Expenses

This article covers how you can add your virtual card to digital wallets like Apple Pay and Samsung Pay

Adding American Express virtual cards on digital payment wallets

This article covers how to add and manage your personal card on your Fyle account.

Adding and using your personal card on Fyle

Cards

How do I request for an advance? How I create a draft advance request? How do I request for an advance from the mobile app?

Request for an advance

How do I create an expense using an issued advance? How do I use my advance balance to create an expense?

Create an expense using an issued advance

How do I resubmit an advance request that was sent back to me? How do I pull back an advance request? How do I edit an advance request I have…

Manage your advance requests

Advances

Find answers and get help from Intercom Support and Community Experts

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