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  1. Tallie
  2. Creating & Reviewing Expenses

Training

End Users

Submitting & Configuring Expenses

Alternating schedule

How to submit and review expenses, in addition to an administrator's overview of company configuration settings.

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AmTrav Training for Travelers

Thursdays

Please note: These sessions are facilitated by AmTrav.

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AmTrav Training for Travel Administrators

Tuesdays

Please note: These sessions are facilitated by AmTrav.

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Creating & Reviewing Expenses

Updating your Account Settings

  • Logging Into Tallie for the First Time

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
See all 11 articles

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
See all 8 articles

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
See all 17 articles

Expense Reports

  • Getting Started with Tallie
  • Creating a Custom Report
  • Editing Individual Expenses
  • Making Mass Edits
  • Sorting Expense Reports
  • Using Timestamps
See all 9 articles

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
See all 7 articles

Sections

  • Updating your Account Settings
  • Tallie Mobile App
  • Credit Cards
  • Purchases
  • Expense Reports
  • Approval

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