Tallie Notifications Follow

Notification reminders will automatically be sent from Tallie when certain actions are taken. In order to enable notifications, the option: Enable Notifications needs to be enabled to YES on the user profile. To enable or disable this feature, please see the steps below:

1. Sign in to Tallie.
2. Click Settings.
3. Click Manage Lists.
4. Click People.
5. Click into the User Profile.
6. Click on Personal Info.
7. To enable notifications, it should say YES. If the user is not meant to receive notifications, it should say NO.
   
8. Once the changes have been made, scroll down and click Save and Exit.

Password Reset Notifications

Password reset notifications will be triggered when a user follows the reset password workflow or when an admin triggers a password reset from their profile. Once the notification has been received, the user can follow the on-screen prompts to reset their password.

Approval Reminder Notifications

Approval reminder notifications will be triggered once the expense report has been submitted, in addition to the following ways:

• When a user submits the expense report, an approval notification will go to the first approver within the flow.
• After the first approver approves the expense report, it will go to the next approver and trigger an email notification to the approver, alerting them that they have an expense report to approve.
  • If there are additional approvers who are set to CAN, each additional approver will receive an email notification to approve the expense report. Whomever approves it first will move the report forward.