Is it your first time using Tallie or maybe you need a refresher? This article will lead you through Tallie's best practices for creating and submitting expense reports.
First, make sure you're logged into Tallie, then get started with the steps below.
Step 2: Add Receipts and Expenses:
- Via Mobile
- Via Email
- Via Upload
Step 3: Enter expense details on the Purchases page.
Step 4: You can also Itemize your receipts if needed.
Link your Card
Step 1: Click the Credit Cards tab followed by Add a Credit Card.
Step 2: Search for your bank and follow the on-screen prompts. For further instructions, see Linking a Credit Card.
Edit your Purchases
Step 1: After you've added a receipt, you can edit the expense if any information is missing or incorrect.
Create New Reports
Step 1: When you add a new expense on the Purchases page, a new expense report called New Expenses is automatically created.
Step 2: Use the ADD icons to:
- Manually enter an expense
- Enter a mileage expense
- Import a credit card expense
- Attach a receipt file
Step 3: Click Submit Report to send for approval.
Step 4: You are also able to create separate reports if needed.
Step 5: From the Expense Reports tab, check expense report status using Submitted, Approved or Exported.