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Importing Bank Transactions Using Bank Feeds

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Tallie utilizes a feature called Bank Feed that allows you to automate your bank transaction feeds into Sage Intacct. This functionality will allow you to import transactions manually or automatically, attach images, export to Intacct, etc. 

This article will show you how to use this feature in your Tallie account.

Transaction Auto-Import

Step 1: To begin, login to your Tallie account and click the Credit Cards tab.

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Step 2: Make sure that the Auto-Import to Purchases box is checked off for each card you'd like to auto-import.

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Step 3: Now each purchase made on that card will automatically import into your Purchases page. If auto-import is ever disabled, you are able to manually import your expenses as well. 

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Step 4: If applicable, attach images and edit expenses.

Step 5: Export to Intacct when ready.

 

 

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