You'll find a Fyle invite in your Hilco email. Once accepted you'll be asked to set up your Fyle profile, which we'll dive into in this tutorial. First meet the team here to help you! Feel free to reach out to them at any time for help with Fyle.
Niki
Niki can help troubleshoot Fyle issues with you.
Business OperationsManager
Keri
Keri will be your main point of contact for Fyle!
Accounting Manager
niki@hilcodevelopment.com
keri@hilcodevelopment.com
Next
You've accepted your invite and you're in! Explore your dashboard to get familiar with the Fyle system.
Next
To get started, we're going to connect our personal bank account and add a corporate card.
Click the gear icon in the right hand corner to go to Settings
Under My Settings, you'll select Profile and then Add or Update Bank Account.
The bank account added here is where all reimbursements will be transferred after approval. You can change it at any time by returning to your settings.
Next
To add your corporate card, select Manage Corporate Cards and then + Add Corporate Card
Now that our accounts are connected, let's create our first expense.
Click + Add Expense
Let's add our mileage for the day.Click Add Mileage.
Now that we've filled out our mileage expense, click Save
Now let's walk through a regular reimbursable expense form. Click Add Expense.
Start
To view your bank feed for your corporate card, you'll go to the Expenses tab in your left side pane.
This screen will show all of your automatically synced transactions from your corporate card bank feed. These sync every couple of days so there may be delays. The transactions come into Fyle with whatever information the bank has, so they will be marked incomplete until you fill in the remaining fields.
Next
Automatic Bank Feed
Because your corporate card has the automatic bank feed, you do not need to create expenses for purchases made on your Hilco corporate card. While Fyle will attempt to match transactions that appear to be duplicates, errors can cause these duplicates to be missed and they will be passed over to the accounting system. Because of this, it's always a good rule of thumb to utilize the bank feed for corporate card transactions and only create new expenses from scratch for reimbursements. If your card ever stops syncing, you can reconnect it via the Manage Corporate Cards section in your profile settings. Should you believe that your bank feed is not updating or transactions are missing, contact your supervisor or a member of the business operations team.
Next
Congrats!
You've set up your account and entered your first expenses! Continue your course to move on to the next tutorials.
The window that pops up will allow you to search for Chase, the bank Hilco utilizes for its corporate cards. Choose Chase from the menu, scroll down and select continue. From there you will be prompted to login to your corporate card account on Chase. If you have not yet set up your login, go to chase.com and register. If you have difficulties registering your corporate card account, contact your business operations manager, Niki Leith.
Next
Expense forms are very similary to the mileage forms. You'll need to enter the spend date, the amount, payment mode, purpose and project. In expense forms however, you'll also need a receipt and to enter the category. You can attach the receipt by either texting it to Fyle, taking a photo with the Fyle app on your phone, attaching it from your email using the Fyle Chrome extension or add it directly on the Fyle website. Fyle will automatically pull as much information as it can from the receipt. Ensure that you double check the information it enters for accuracy. Let's complete this expense report!
Next
FYLE
Niki Leith
Created on August 18, 2023
Setting up your account and adding reimbursable expenses.
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Transcript
You'll find a Fyle invite in your Hilco email. Once accepted you'll be asked to set up your Fyle profile, which we'll dive into in this tutorial. First meet the team here to help you! Feel free to reach out to them at any time for help with Fyle.
Niki
Niki can help troubleshoot Fyle issues with you.
Business OperationsManager
Keri
Keri will be your main point of contact for Fyle!
Accounting Manager
niki@hilcodevelopment.com
keri@hilcodevelopment.com
Next
You've accepted your invite and you're in! Explore your dashboard to get familiar with the Fyle system.
Next
To get started, we're going to connect our personal bank account and add a corporate card.
Click the gear icon in the right hand corner to go to Settings
Under My Settings, you'll select Profile and then Add or Update Bank Account.
The bank account added here is where all reimbursements will be transferred after approval. You can change it at any time by returning to your settings.
Next
To add your corporate card, select Manage Corporate Cards and then + Add Corporate Card
Now that our accounts are connected, let's create our first expense.
Click + Add Expense
Let's add our mileage for the day.Click Add Mileage.
Now that we've filled out our mileage expense, click Save
Now let's walk through a regular reimbursable expense form. Click Add Expense.
Start
To view your bank feed for your corporate card, you'll go to the Expenses tab in your left side pane.
This screen will show all of your automatically synced transactions from your corporate card bank feed. These sync every couple of days so there may be delays. The transactions come into Fyle with whatever information the bank has, so they will be marked incomplete until you fill in the remaining fields.
Next
Automatic Bank Feed
Because your corporate card has the automatic bank feed, you do not need to create expenses for purchases made on your Hilco corporate card. While Fyle will attempt to match transactions that appear to be duplicates, errors can cause these duplicates to be missed and they will be passed over to the accounting system. Because of this, it's always a good rule of thumb to utilize the bank feed for corporate card transactions and only create new expenses from scratch for reimbursements. If your card ever stops syncing, you can reconnect it via the Manage Corporate Cards section in your profile settings. Should you believe that your bank feed is not updating or transactions are missing, contact your supervisor or a member of the business operations team.
Next
Congrats!
You've set up your account and entered your first expenses! Continue your course to move on to the next tutorials.
The window that pops up will allow you to search for Chase, the bank Hilco utilizes for its corporate cards. Choose Chase from the menu, scroll down and select continue. From there you will be prompted to login to your corporate card account on Chase. If you have not yet set up your login, go to chase.com and register. If you have difficulties registering your corporate card account, contact your business operations manager, Niki Leith.
Next
Expense forms are very similary to the mileage forms. You'll need to enter the spend date, the amount, payment mode, purpose and project. In expense forms however, you'll also need a receipt and to enter the category. You can attach the receipt by either texting it to Fyle, taking a photo with the Fyle app on your phone, attaching it from your email using the Fyle Chrome extension or add it directly on the Fyle website. Fyle will automatically pull as much information as it can from the receipt. Ensure that you double check the information it enters for accuracy. Let's complete this expense report!
Next