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Adding Receipts Using the Tallie Mobile App

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You can use the Tallie Mobile app to easily upload receipts into your account. You can either upload photos of existing receipts, or take a photo of a new receipt as you get it.

This article will show you how to add receipts using the Tallie Mobile App.

Step 1: First, be sure to download the Tallie Mobile App for either Apple or Android. Next, open the app on your mobile device. To add a new expense, click the green + at the bottom of the screen.

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Step 2: Your camera will open. At the top of the screen you can choose from four different options:

  • Camera - to take a photo of a receipt
  • Mileage - to import a mileage expense
  • Photos - to import an existing receipt
  • Manual - to manually enter an expense

To choose between the options, simply swipe left and right.

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Step 3: To take a picture of a new receipt, ensure you're on the camera page at the top of the screen. To take a photo, tap the green Snap button at the bottom of the screen.

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Step 4: The photo you just took will appear. If you'd like to use it, click Use Receipt.

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Step 5: Tallie will then scan the receipt for information. If any of the information is incorrect or if you'd like to add more, simply Tap any category to edit

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Step 6: Tap the back arrow to return to your home screen. Your newly added receipt will now be shown here.

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Step 7: To add a photo of an existing receipt, swipe to the photos page. You can now scroll through your phone's existing images to choose your receipt. Simply tap on the receipt you'd like to select, followed by Import Selected.

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Please NoteYou can upload multiple receipts at once from this screen as well, by simply tapping all the receipts you'd like to use, followed by tapping Import Selected.

Step 8: Tallie will then scan the receipt for information. Be sure to check the information for accuracy just like in the last step. When complete, tap the back arrow to return to your home page.

 

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