Training & User Education

Getting Started

• Logging Into Tallie for the First Time
• Getting Started with Tallie

Implementing Tallie

• Implementing Tallie
• Creating a Policy
• Creating Groups
• Creating a Project
• Creating Expense Categories
• Adding Users

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Tutorial Videos

• Tallie Mobile App
• Logging into Tallie
• Connecting Your Credit Card
• Creating a Manual Credit Card Profile
• Upload a Sub-Account Credit Card Statement
• Setting Up Executive Assistant

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Recorded Training

• Submitting & Approving Expenses Training for End Users
• Configuring Company Settings for Administrators Training

PDF User Guides

• PDF User Guide

Release Notes

• Release Notes: March 24, 2021
• Release Notes: March 4, 2021
• Release Notes: January 28, 2021
• Release Notes: November 6, 2020
• Release Notes: August 19, 2020
• Release Notes: June 26, 2020

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Tallie Travel Training

• Tallie Travel Webinars & Knowledge Base