Creating & Reviewing Expenses
Updating your Account Settings
Tallie Mobile App
- Tallie Mobile Single-Sign On
- Adding Receipts Using the Tallie Mobile App
- Android: Installing the Tallie Mobile App
- Android: Creating Expenses and Uploading Receipts
- Android: Build & Submit Reports, Managing Notifications
- Android: Troubleshooting Tips & Tricks
Credit Cards
- ★ Linking a Credit Card
- ★ Uploading a Credit Card Statement
- Importing Credit Card Transactions
- Manually Importing Transactions from a Credit Card
- Managing Corporate Credit Card Transactions on Expense Reports
- Receiving Bank Delivery via SFTP
Purchases
- ★ Emailing Receipts to Tallie
- Updating Mileage for the New Year
- Purchases Page Overview
- Downloading Receipts
- Uploading Receipt Images from Your Computer
- Policy Flag Overview
Expense Reports
- Getting Started with Tallie
- Creating a Custom Report
- Editing Individual Expenses
- Making Mass Edits
- Sorting Expense Reports
- Using Timestamps
Approval
- Using the Admin Overview Page
- Approving or Rejecting Expense Reports
- Approving via Email
- Viewing Reports Pending Approval
- Viewing Approval History
- Viewing Reports You've Approved