Tallie Training for Expense Reporting: Webinar Schedule for February

Throughout the month of February, we will be presenting free weekly webinars to help ensure you get the most out of our expense reporting software.

Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

Register for a free webinar below!

TALLIE USER TRAINING

  • Run through the creation of a Tallie expense reports on web and mobile app.
  • Share the tips and tricks to create your expense report in a few minutes.
  • Answer any and every Tallie question you might possibly have.

Registration Link: Registration for Tallie User Training Webinars

  • Tuesday January 30th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, February 6th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, February 13th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, February 20th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, February 27th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

ADMINISTRATOR TRAINING

  • Walk through how to create custom policies and approval levels within Tallie.
  • Show how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
  • Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Administrator Webinars

  • Tuesday, February 6th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
  • Tuesday, February 20th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

CORPORATE CREDIT CARD ADMINISTRATOR TRAINING

Registration Link: Registration for Tallie Credit Card Administrator Webinars

  • Tuesday, February 13th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

ACCOUNTANT TRAINING

  • Run through a variety of expense tracking features that you may utilize in Tallie.
  • Review customization and options of your account’s configuration.
  • Show how Tallie streamlines your accounting workflow with 1-click multi-point export and real time integration.
  • Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Accountant Training Webinars

  • Wednesday, February 21st, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

 

If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

6 Ways to Stay on Top of your Expenses with Tallie

We’ve all been there, hustling through a business trip, meeting clients, crushing projects, kicking tail, until suddenly your trip is over and your expense report is blank. You rack your brain, retrace your steps, and pray that you left a paper trail. All in an effort to piece together your purchases. We get it, entering expenses can be tedious and time-consuming, especially if you’re using an archaic paper process. Good news: there’s an easier way.

Enter expenses on the fly.

With the Tallie mobile app, you have the flexibility to capture receipts anywhere you take your phone. Any free moment is an opportunity. As soon as you’re handed a receipt, swipe open the app and snap a photo.

Record it as it happens. 

Feel free to open and edit your expense report as many times as needed. You can enter your expenses as the day unfolds, little by little. The easy-to-use interface allows you to plug in expenses in half the time so you can get back to the grind.

Preload it.

Let Tallie take manual data entry off your plate. Code your project, location, class, and department ahead of time for your convenience. Once you’re ready to enter an expense, the bulk of the details will already be coded for you.

Connect your card.

Connect your corporate credit card and let Tallie automatically pull your credit card charges onto an expense report.

Send in your mail. 

Easily pull in any email receipts by forwarding your receipts to  receipts@tallie.com. Whether the receipt is a PDF or in the body of the email, Tallie will capture it.

Erase your mistakes.

Submit an expense report that’s missing something? Call it back with the “unsubmit” button, make your changes, and send it back to your approver at the touch of a button.