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  1. Tallie
  2. Training & User Education

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
See all 11 articles

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
See all 20 articles

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
See all 8 articles

Tallie Travel Training

  • Tallie Travel Webinars & Knowledge Base

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