Tallie.com Site Map

Product

Learn how Tallie's business software automates the expense report process.

Request a Demo

Have a question about Tallie? Contact us to speak with a Tallie Expert.

Pricing & Specs

See pricing and explore Tallie's extensive list of expense report software features and specifications.

Product Tour - Automated Expense Reports

See how Tallie automates more of the manual work associated with expense reimbursement than any other expense report tool available.

Tallie + QuickBooks Desktop

Learn more about Tallie's award-winning integration with QuickBooks Desktop.

Tallie + QuickBooks Online

Learn more about Tallie's award-winning integration with QuickBooks Online.

Tallie + Bill.com

Learn more about Tallie's award-winning integration with Bill.Com

Tallie Glossary

Learn more about Accounting, Business Expense & Technology Definitions we use in Tallie.

Partners & Affiliates

Tallie partners with top service providers & consultants to ensure expert knowledge at every level.

Partnership Benefits

Learn more about Tallie's BPO Advisor Partnership Program. Accelerate your client's workflow today.

PEX Card + Tallie

Learn more about the Tallie and PEX Visa Prepaid Card workflow: automated spending and expense reports for your team. No more cash advances and petty cash!

Earn CPE Credit

Earn CPE Credit through Tallie's expense report software certification program.

Automated Credit Card Transaction Management.

Learn more about Tallie's Automated Credit Card Transaction Management.

Tallie Expense Approval Chain Configuration

Learn more about Tallie's Expense Approval Chain Configuration.

Contact Us

We have a team of experts in San Francisco and Austin ready to answer any question you may have.

Privacy Policy

Tallie for iOS

Download the Tallie app for your iPhone or iPad through the iTunes App store.

Terms of Service

• Getting Started
• Integrations & Sync
• Integrations & Sync - Page 1
• Integrations & Sync - Page 2
• Manage Lists
• Manage Lists - Page 1

• Manage Lists - Page 2
• Manage Lists - Page 3
• Mobile
• Export & Analytics
• Export & Analytics - Page 1
• Export & Analytics - Page 2

• Foreign Currencies
• Tips & Tricks: Auto-Split
• Submitting Expense Reports
• Viewing Previously Submitted Reports
• Submission, Approval, and Export Timesta...
• Mass Edit & Delete in Expense Report
• Expense Reports Sort & Filter
• iOS Tallie App Settings & Password R...
• Installing the Tallie App for Android
• Android: Creating Expenses and Uploading...
• Android: Build & Submit Reports, Man...
• Android Troubleshooting Tips & Trick...
• Using the Mobile Browser
• Viewing Reports You've Approved
• Invoicing History
• Managing Your Profile & Identities
• Send Login Information
• Installing TallieConnect
• Updating TallieConnect
• Synchronizing with QuickBooks
• QuickBooks Online & Tallie Integrati...
• Bill.com & Tallie Integration
• Intacct Single-Entity & Tallie Integ...
• Intacct Multi-Entity & Tallie Integr...
• Setting Up SmartVault
• Customizing Payment Memo
• Assign Credit Card to Users
• Sending Welcome Emails
• Mapping Company Cards
• Assigning People to Projects
• Mapping to Bill.com Vendors
• Individual User Information
• Custom Export Settings and Default Curre...
• Monetary Approval Levels
• Multiple Levels of Approval
• Company Profile
• Configuring Policies
• Creating a Partial Reimbursement Policy

• Simultaneous Support for Class and Depar...
• Custom CSV Export
• Exporting to Bill.com
• Exported Data in Bill.com
• Class Hierarchy
• Hosting Providers
• Exporting Corporate Debit Card Transacti...
• Supported Features in Different Versions...
• Cash Advances for QuickBooks
• Purchases Sort & Filter
• Receipt Upload Tips
• Manually Map Corporate Credit Card Expen...
• Xero & Tallie Integration
• QuickBooks Desktop/Online, Bill.com &...
• Finding Receipts in SmartVault
• I’m a Bill.com admin. Why can’t I sync w...
• Reconnect TallieConnect
• TallieConnect Status
• Classes, Items, Accounts
• Mass Update
• Adding Contractors
• Adding Tallie-Only Users
• Groups
• Best Practices for Corporate Cards
• Intacct & Xero Location Support
• Why should I always add new list data in...
• Mileage Rate Update for a New Year
• Expense Category List Upload
• Find Manager in People List
• Masquerading as Other Users
• Mapping Vendors
• Concatenation for Custom CSV Export
• Custom CSV Export
• Re-Export to QuickBooks Desktop
• Using PEX Cards with Tallie
• Exporting to Xero
• Exporting to Intacct
• Exporting to Tallie's Archive

• debt
• deferrals
• dimension
• double entry accounting
• Earnings before interest, taxes, depreciation and amortization ("EBITDA")
• employee business expenses
• enterprise software
• expense
• expense account
• expense report management
• expense policy rules engine
• expense report
• expense report automation
• expense report software
• Expense report software integration
• expense report template
• expense voucher
• equity
• financial statement
• fixed asset
• general ledger
• gross margin
• income account
• income statement
• internal controls
• integration
• interest
• integrated platform as a service (iPaaS)
• invalid business expense
• inventory
• invoicing process
• inventory item
• item
• journal entry
• journals
• liabilities

• line item
• line item rejection
• list data
• manual entry
• net income
• non-reimbursable expense
• ocr
• operating margin
• optical character recognition
• outsourcing
• pattern recognition
• purchasing card
• payroll
• prepaid business card
• profit
• receipt
• reimbursable expense
• Reimbursable out-of-pocket expenses
• reimbursement
• return on investment
• revenue
• seamless expense report workflow
• service item
• service organization control ("SOC")
• small and medium sized business software
• software as a service
• source documentation
• spreadsheet expense reports
• standalone system
• structured document
• supervised learning
• trial balance
• value-added service
• unstructured document
• unsupervised learning