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  1. Tallie
  2. Administrator's Corner

Administrator's Corner

Getting Ready

  • Customer Launch Kit

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
See all 11 articles

Company Preferences

  • Configuring Executive Spend Limits
  • Using Emburse Cards for Tallie
  • Mass Download Exported Reports
  • Company Profile Overview
  • Features Tab Overview
  • General Settings Overview
See all 15 articles

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
See all 25 articles

Billing & Account Information

  • Retrieving Approval Audit Reports
  • Upgrading and Downgrading your Pricing Plan
  • Credit Card Troubleshooting
  • Managing Your Profile & Identities
  • Using the Affiliate Portal
  • Using Affiliate Templates
See all 10 articles

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