Tallie can be used to automatically import your credit card transactions to help keep track of your expenses. Occasionally, some errors may occur when linking your credit card and auto-importing transactions.
This article will show you how to troubleshoot common credit card errors within Tallie.
Step 1: First, be sure that the user receiving the errors has the Track Expenses permissions turned on. On your Tallie homepage, click the gear icon to access your company settings.
Step 2: Click the Manage Lists tab.
Step 3: Click People to access the company's users.
Step 4: Click the name of the user you'd like to edit.
Step 5: Click the Permissions tab.
Step 6: Ensure the Track Expense permission is toggled to Yes. Click Save.
Additionally, when a corporate card is connected to Tallie, that card needs to be mapped on the Corporate Card list within Tallie.
Step 1: Go to the Cog Wheel > Click Manage Lists > Click Corporate Cards.
Step 2: From the drop downs available, select the appropriate credit card account, libaility account, and/or vendor (the options will change depending on the account integration).
Step 3: Click Save.
Once saved, attempt the export again. If the issue persists, please reach out to customer support at firstname.lastname@example.org
Additionally, try these tips of the credit card connection has failed due to:
- Incorrect or invalid security information: Double-check and re-create the login credentials. Then, make sure all security and personal contact information is entered, and all security answers are entered and answered.
- Technical issue: This typically means there's an issue with the connection itself. It's recommended to attempt to connect the card a second time. If the issue persists, reach out to Customer Support.
Additional Credit Card Tips:
- If you have a corporate card, we recommend reaching out to your bank and requesting an SFTP file feed between the credit card company and Tallie.
- Mastercard refers to this as a SmartData file feed and typically all of their cards are viable for this feed.
- Visa refers to this as a VCF file feed and typically, only corporate-level cards are viable for this feed.
- American Express calls this a GL1025 file feed, and typically, only corporate-level cards and work cards are viable for this feed.