Administrator's Corner
Getting Ready
Integration & Sync
- Enabling and Using Vendor Matching
- Integrations & Sync Overview
- Accessing Sync Settings
- Accessing Export Settings
- Uploading Tallie Exports into CCH
- Using a Custom CSV Export
Company Preferences
- Using Emburse Cards for Tallie
- Mass Download Exported Reports
- Company Profile Overview
- Features Tab Overview
- General Settings Overview
- Tracking Class and Department Lists
Manage Lists
- Mapping Expense Category Enhancements
- Configuring People: User-Based Approvals
- Configuring People: Mapping Vendors
- Configuring People: Mapping Custom Export Settings and Default Currency
- Configuring People: Individual User Information
- Configuring People: Personal Permissions
Billing & Account Information
- Retrieving Approval Audit Reports
- Connecting Brex with Tallie
- Upgrading and Downgrading your Pricing Plan
- Credit Card Troubleshooting
- Managing Your Profile & Identities
- Using the Affiliate Portal