Help Center

PDF User Guides

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Click each link below to download.

All Users/End Users:

Getting Started

  • An overview of steps to login to Tallie for the first time, and how to create and submit your expense report. 

Creating Expenses - iOS

  • How to use the Tallie mobile app on Apple devices to create your expenses on-the-go. 

Creating Expenses - Android

  • How to use the Tallie mobile app on Android devices to create your expenses on-the-go. 

Adding a Credit Card

  • How to automatically import your credit card transactions by linking your credit card to Tallie. 

Manually Import Credit Card Transactions

  • How to import your credit card transactions to Tallie. 

Administrators:

Configuring Policies

  • An overview of your policy options and how to configure them for your company. 

Mapping Company Cards

  • How to map transactions to a specific company credit card for your employees.
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