Fyle

Know everything that can be done from your dashboard as a spender.

User Dashboard

Create expenses, attach receipts, delete reciepts from the web app.

Create General Expenses on the Web App

What are the different payment mode options available for an expense? Understand which of them are reimbursable and which of them aren't.

Payment Mode field in expense forms

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

Bulk Add Receipts To Create Expenses

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

View, Filter, and Other Bulk Actions on the My Expenses Page

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

Understanding Policy Violations On Your Expenses

[For Business/ Enterprise plans] Learn how to automatically create expenses for recurring expenditures like broadband bills.

Recurring Expenses

How to create expenses in a foreign currency?

Create Expenses In Foreign Currency

How do I filter my expenses? Which filters can I apply? How to remove filters? How do I save a filter?

Filter Your Expenses

How can you quickly navigate to the data you're looking for using the search bar

Search across data

How do I create per diem expenses? What are per diem expenses?

Create Per Diem Expenses via the Web App

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

Create Mileage expenses via the Web App

Learn how to create Mileage Expenses in bulk

Bulk Add Mileages

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

View policy failures in the expense History tab

How to delete an expense? Delete expense permanently.

Delete an Expense

Adding your direct deposit details to receive reimbursements

Direct deposit banking details - ACH

What are unreported expenses? What are incomplete expenses? How to submit expenses?

Understanding My Expenses Page

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

Shrey

Hemanth Singanamalla

Tanvi Telang

Fyle expenses using web-app

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