Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite, primarily being an email application. Any expense/receipt in your Outlook email can now be Fyled using the Fyle Add-in for Outlook. 

Key functionalities

  • Fyle Add-in for Outlook lets you create, edit or delete an expense from your Outlook email.
  • Key information from the digital receipt in your email will be automatically extracted using our AI-powered Extraction engine in a single click. 

How to install the Fyle Add-in? 

  • Open your Outlook Desktop App. In the quick access bar on the top of the app, select “Store”. 
  • After you click on “Store”, a modal opens in the same page where you can search for “Fyle” to get the Fyle Add-in.
  • The encircled Add-in in the above picture is the one we want to Install. Click on Add and follow through the simple installation procedure to Install the Fyle Add-In to the Desktop App. After this, you will be able to see the Add-in in the quick access bar on the top of the app. 
  • After this, the Add-In will appear in the quick access bar on the top of the Desktop App. 

How to use the Fyle Add-in to Fyle receipts?

  • Open the email in which the receipt to be Fyled is present. To Fyle this expense, Click on the Fyle Add-in present in the quick access bar on the top of the app. 
  • After clicking on the add-in, a sidebar pops up on the right side of the email. If you’re not already logged into Fyle, click on Log In! in the window. 
  • On clicking Log In!, a pop-up browser window appears redirecting you to the Fyle login page. 
  • Enter your credentials there, and you will be redirected back to Outlook after you’re authenticated. 
  • In case you’ve already logged in to Fyle, clicking on the Fyle Add-in on top of the email will proceed by automatically extracting the key information from the receipt and auto-filling the expense form on the right side.
  • Key information like Amount, currency, Date of Spend, Merchant & Category is automatically extracted from the receipt within a couple of seconds using our AI-powered Extraction Engine. Verify the extracted information. Edit any field if required and fill in other mandatory fields (if any). Once this is done, click on the FYLE IT! button to Fyle this Expense to your Fyle Account. 
  • Click on the VIEW IN APP button to view the Fyled expense in your Fyle App.
  • You can also track, edit and manage this expense like any other Expense from the Expenses tab of the app. 

How to use the Fyle Add-in to Edit Fyled receipts?

  • The Fyle Add-in also allows you to Edit a Fyled Expense from Outlook. 
  • Click on the Pencil Icon on the top right corner of the Fyled receipt to edit the expense in the same window. Click on Save after editing the expense.


How to use the Fyle Add-in to Delete Fyled receipts?

  • The Fyle Add-in also allows you to Delete a Fyled Expense from Outlook. 
  • Click on the Delete icon on the top left corner of the Fyled receipt to delete the Fyled Expense. The deletion will also be reflected in your Fyle App. 

Restrictions

  • Currently, the Fyle Add-in for Outlook is supported only on office 365 Cloud accounts and not for the on-premise accounts.
  • The Add-in is supported for the following versions of Outlook on Windows and Mac:
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