Hey Fyler, in this article we will guide you through the process of setting up your Fyle account, help you with the creation of expenses, and reporting the expenses to your manager. Do give this article a quick read to know how we make expense reporting easier.

Account Setup:

Getting started on Fyle is nothing but a cakewalk. Let’s start setting up your account, shall we!

  • Verify your account and hop in! This article will help you under the verification process.

  • To know how your profile would look like with Fyle, click here, it doesn’t end there, let's dive deeper into the profile.

Here is a sneak-peak of how your profile settings page would look;

User's profile setting page in Fyle

Now that you know how to access your profile settings, learn how to personalize your profile

  • We don’t wish to spam you, do read this article to set your notification preferences.

  • We keep your beloved wheel’s close to our heart as well, do go through this article to know more.

  • Your colleague can ensure timely expense creation when you are on a vacation. Read this article to know how to give your colleague access to your account.

Now that you have got an idea of how your profile would look like and how you can set it up according to your preferences. Let’s get to the much-awaited part, expense creation! Also, do keep in mind Fyling expenses do not stop with just Fyle’s mobile or web application, we went the extra mile to help you Fyle expenses from other everyday applications as well. Continue reading to know how we try to be omnipresent wherever your expense receipts could be hiding.

Expense Creation and Reporting on Web Application:

Oh! The ways of how we will turn your frown upside down, keep reading to know what we are referring to.

Take a look at how your Dashboard would look like once you start using Fyle;

Users dashboard on Fyles web application

This article would walk you through how your Fyle dashboard would look like.

Expense Creation on Web Application:

  • Jump right into this article to know how to create expenses manually.

  • Too many receipts and very little time? Read this article to see how Fyle helps you save time in multiple expenses creation.

  • You can create a single expense for daily allowance at one go, read this article to know more.

  • We keep your daily commute/ mileage expenses in our mind too, do go through this article if you are curious to know more.

  • E-receipts waiting to be downloaded in your G-mail? You can now skip the downloading part and Fyle expenses by using our Chrome extension. Read this article to know more.

  • If you happen to have a personal e-mail ID where you get expense receipts that need to be reimbursed, Fyle lets you link your secondary mail ID to the mail ID used to register with Fyle, click on this link to know more

  • You could also forward the e-receipt to a unique Fyle e-mail ID tailor-made for you. Click on this article to know more.

  • What if we say we can find the needle in a haystack, go through this article to understand what we meant by this.

  • Learn how to split an expense by clicking on this link, it’s much more advanced than splitting amongst your colleague.

  • How would you let your finance team know that you have made personal spends in your corporate credit card, click on this link to know more.

Expense Reporting on Web Application:

Phew! Now that we have covered all the ways in which you can create expenses on Fyle, we need to ensure that this gets reported to your manager as the whole reimbursement process starts after reporting expenses. Let's now see how to make a report out of all the expense that has been created

  • Learn how to automate the report submission by going through this article

  • Learn how to make a report of the expenses by clicking on this link in Fyle's web application.

  • If you wish to include more expenses in a report, you can always create a draft report, read this article to know how to create a report on the web application.

  • You can add expenses to a submitted report until it’s not approved by your manager, click on this link to know more.

  • If you wish to find one report from the pool of reports lying in your reports bucket, read this article as it shows you how to filter out the report.

  • Allow us to walk you through the report view and let's try to understand all the fields that can be seen in an expense report. Read this article for a quick overview.

  • If you wish to edit or delete expenses in your report, click on this link as it would show you how you can do the same.

  • To share your expense report via email, click on this link, you can also download the expense report. Click on this link to know how to download the report.

Expense Creation and Reporting on Mobile Application:

With Fyle, you can perform similar actions on the mobile application as well, let us walk you through how Fyle would look like in your mobile.

Fyle's dashboard on mobile app

To get comfortable with the Fyle’s dashboard on your mobile app, read this article

Expense Creation on Mobile Application:

  • Hoarding pesky paper receipts? Read this article to snap it and Fyle it.

  • Too many receipts in hand and afraid that you would lose track of it? Why not give this article a quick read.

  • Do you happen to travel across the city with no laptop in your hand often, learn how to create a mileage expense instantly, by reading this article. If you tend to make a lot of stops and surprise errands, read this article to Fyle multiple mileages at one go.

  • Just the way you snap a picture and share it with your friends, you can do the same for Fyling expenses as well. You can forward the image of that receipts to us via SMS too, read this article to know more.

  • Learn how to filter and sort the expenses in your mobile app by clicking on this link

Expense Reporting on Mobile Application:

  • Learn how to make a report of the expenses by clicking on this link, for mobile application.

  • If you wish to include more expenses in a report, you can always create a draft report, read this article to know how to create a report on the mobile application.

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