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  1. Tallie
  2. Using Expense Reports

Using Expense Reports

Tallie Mobile App

  • 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
  • iPhone/iPad: Installing the Tallie App
See all 10 articles

Credit Cards

  • Linking a Credit Card
  • Uploading a Credit Card Statement (Individual & Multi-Card)
  • 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 7 articles

Purchases

  • Updating Mileage for the New Year
  • Purchases Page Overview
  • Downloading Receipts
  • Uploading Receipt Images from Your Computer
  • Emailing Receipts to Tallie
  • Policy Flag Overview
See all 17 articles

Expense Reports

  • Creating a Custom Report
  • Editing Individual Expenses
  • Making Mass Edits
  • Sorting Expense Reports
  • Using Timestamps
  • Creating and Submitting Expense Reports
See all 8 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

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