Creating a Custom Report Follow

Tallie allows you to generate your own custom expense reports. To create a custom report:

• Navigate to your Purchases page.
• Click to highlight the expenses you wish to include in the custom report.
  • Please Note: If you do not have a photo uploaded to a transaction, click the receipt window to upload a receipt from a file browser.
• When you are finished selecting expenses, click Start Report on the right-hand side. You will be brought to the Expense Reports page to view, edit, and submit your new report.

• You may also generate a custom report from the Expense Reports page by clicking the green plus sign in the left column.