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  1. Tallie
  2. Configuring Tallie Settings

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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Configuring Tallie Settings

Getting Ready

  • Customer Launch Kit

Integration & Sync

  • Integrations & Sync Overview
  • Accessing Sync Settings
  • Accessing Export Settings
  • Uploading Tallie Exports into CCH
  • Using a Custom CSV Export
  • Using Concatenation for Custom CSV Export
See all 10 articles

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
See all 14 articles

Manage Lists

  • ★ Configuring Expense Categories
  • 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
See all 25 articles

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
See all 12 articles

Sections

  • Getting Ready
  • Integration & Sync
  • Company Preferences
  • Manage Lists
  • Billing & Account Information

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