New transactions in Tallie are automatically bundled into the “New Expenses” reimbursable report and corporate card reports. There are several areas that can be edited and altered, including the report name, combining reports, moving individual expenses to different reports, etc.
- To edit the expense report name, project, class, department, and reasons, simply click on the field to begin editing.
- Within the report, you may click on any field of an expense transaction, such as Merchant Name or Expense Category, to edit the details.
- To move expenses between different reports, simply drag and drop the expenses into the desired report on the left.
Please Note: Drag and drop may not be available using Internet Explorer. However, click on the selection(s) to move and select the desired report using the drop-down menu at the top of the report.
Review Making Mass Edits to learn how to edit and delete expenses from the Expense Reports screen.