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  1. Tallie
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Live Training

End Users

Creating & Reviewing Expenses

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How to create, submit, and review expenses.

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Accountants & Administrators

Configuring Tallie Settings

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Overview of expense tracking, managing credit card transactions, policy settings and approval levels.

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Watch Tallie's easy-to-follow brief tutorial videos here.

Training Videos

Tallie Mobile App

  • Tallie Mobile App

Logging into Tallie

  • Logging into Tallie

Connecting Your Credit Card

  • Connecting Your Credit Card

Importing Credit Card Expenses

  • Importing Credit Card Expenses

Adding Mileage Expenses

  • Adding Mileage Expenses

Creating an Expense Report

  • Creating an Expense Report

Approving an Expense Report

  • Approving an Expense Report

Removing a Credit Card Profile

  • Removing a Credit Card Profile

Sections

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

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