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Receipt tracking with Fyle

Niki Leith

Created on August 18, 2023

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Transcript

Tracking your receipts is a crucial part of expense reporting. Every transaction you record should have an accompanying receipt, so managing your receipts is important for avoiding the dreaded policy violation. Luckily, Fyle provides a numer of ways to do this! Click Next to explore your options!

We love our accounting team, don't make them sad!

Next

FyleHQ.com

Our first option is directly on FyleHQ.com! When you create a new expense, or open an existing on from your bank feed, you'll have the option to drag and drop or upload a receipt from your computer! Click the upload section below to continue!

Fyle Chrome Extension

The Fyle Chrome extension is added to your Gmail account so that you can add receipts directly from your email! This is handy for when vendors send you invoices or e-receipts. No need to save and upload! Simply click your Fyle extension in the sidebar of your Gmail and let Fyle work its magic! Click the link below to open the Chrome store and then follow the steps provided to add the extension to your account.

Chrome Store

Click Add to Chrome
Text your receipt to Fyle

When you text your receipt to Fyle, its AI does all the work for you. It will review the receipt, match it to an existing credit card expense or create a new expense! Your receipt and all information provided on it will be automatically filled into the expense form. As always, ensure you double check the information! AI is smart but not always accurate.

Fyle

Add Fyle to your contacts!

Your friendly expense manager

(+13024402921)

Next

Take a photo with the Fyle app

Using the Fyle app on your phone, you can take photos and turn receipts into expenses. Follow the steps to learn how!

Press the Capture button on your Home screen
Take a photo with the Fyle app

Using the Fyle app on your phone, you can take photos and turn receipts into expenses. Follow the steps to learn how!

Review your photo and press Finish
Take a photo with the Fyle app

Using the Fyle app on your phone, you can take photos and turn receipts into expenses. Follow the steps to learn how!

Select the expense to review what's missing
Take a photo with the Fyle app

Using the Fyle app on your phone, you can take photos and turn receipts into expenses. Follow the steps to learn how!

Complete the missing fields and then select Save Expense
You did it!
You're a receipt tracking master! Whichever method works best for you works best for us. Just make sure you're staying on top of your receipts so we can keep our accounting accurate and up to date!