Getting Started with Tallie Follow

Is it your first time using Tallie or maybe you need a refresher? This article will lead you through all of the basics including how to log into Tallie, uploading receipts, creating expense reports and submitting them for approval.

First, make sure you're logged into Tallie, then get started with the steps below.

Adding Receipts using the Tallie Mobile App

Tallie allows you to add receipts using several different methods. One of the most common ones is through the mobile app. To get started:

Step 1: Download the app for your Android or iPhone/iPad device.

Step 2: Log into the app with your Tallie username and password.

Step 3: Press the green plus sign to add a receipt or new expense.

Step 4: Fill out the relevant information in the expense fields and save your entry. An expense tile will now be created on your Purchases page.

To review handy tips on uploading receipts as well as the additional ways you can upload them into Tallie, please review the guides below.

• Receipt Upload Tips
• Emailing Receipts to Tallie
• Uploading Receipt Images from Your Computer
• Manually Entering Expenses
• Creating a Mileage Expense

Linking a Credit Card

If you’d like to process expenses you incurred on a credit card, Tallie allows you to add the card to your profile and have your transactions flow in through a live feed. To add a personal or business card to your profile, please follow the steps below.

Step 1: Navigate to your Credit Cards tab at the top of the page.

Step 2: Click the green “Add a Credit Card” button.

Step 3: Select the “I have a different type of card” option.

Step 4: Select one of the main providers or find your own using the “I use a different provider” option.

Step 5: Follow the steps to enter your card’s login credentials and any additional information to add it to your Tallie profile.

Step 6: To import your credit card transactions to your Purchases page, check off the “auto import to Purchases” checkbox on the card profile or follow this guide to import them manually.

For additional support with adding credit cards or to review other ways to do so, please reference the guides below.

• Linking a Credit Card
• Uploading a Credit Card Statement
• Receiving Bank Delivery via SFTP

Editing your Expenses

There are several ways to edit your expenses, fix errors and resolve any policy violations that may appear. The guides listed below outline all of the tools available for you to do this.

• Editing Individual Expenses
• Merging, Itemizing and Mass Editing Expenses
• Policy Flag Overview

Creating, Editing and Submitting Expense Reports

Whenever you have expenses in your Purchases page, Tallie will automatically create expense reports for you. For reimbursable expenses, the report will be titled “New Expenses”. For any non-reimbursable or credit card expenses, the title will include the card account information and statement period end date.

If you’d rather create your own expense reports, there are a few ways you can do this.

From the Purchases page:

• Click the green “Start Report” button to bundle all of your expenses into one report
• Select the expenses by clicking them first, then press the green “Start Report” button to pull only those specific expenses into a report

From the Expense Reports page:

• Click the green plus sign to create a blank expense report

Once your expense report is finalized with all of your expenses fully coded, press the green “Submit Report” button to send it to your manager for approval.

For more information on managing your expense reports, please refer to the guides below.

• Creating and Submitting Expense Reports
• Creating a Custom Report
• Viewing Submitted Reports

Additional Resources

Videos

• Logging into Tallie
• Tallie Mobile App
• Connecting Your Card
• Importing Credit Card Expenses
• Adding Mileage Expenses
• Creating an Expense Report

Articles

• Adding Receipts Using the Tallie Mobile App
• Adding Transactions in Foreign Currencies