Training & User Education
Getting Started
Implementing Tallie
- Implementing Tallie
- Creating a Policy
- Creating Groups
- Creating a Project
- Creating Expense Categories
- Adding Users
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
Recorded Training
PDF User Guides
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