Tallie’s “Get Started Guide” Offers User Expense Training (Download or Easy Viewing)

Every time a company chooses Tallie, we are proud to offer a quick and painless (we promise!) implementation process with our Product Expert Team. No matter the scenario– Bill.com integration, QuickBooks integration, or a powerful combination of the two and beyond, our implementations always leave our new clients happy and confident in their new accounting workflow. Amazing, right?

Now we’ve decided to take it one step further. Tallie created an easy to follow  guide that clients can use as a point of reference for expense  training current users and onboarding future employees. For maximum flexibility, you can view the guide below, or click through to our Slideshare account and download the presentation for safe keeping.

2 thoughts on “Tallie’s “Get Started Guide” Offers User Expense Training (Download or Easy Viewing)

  1. The very first slide is wrong. It talks about accepting invitations, but it doesn’t tell what to do in the normal case where an employee doesn’t get one.

    • Hi Jen,

      Thanks for that feedback. For a bit of context, administrators within the company have to manually send the welcome email to their employees. The welcome email is not automatically generated, so this may account for any confusion surrounding your situation. If the invitation email did get sent out by the admins, it should go to the email on file for each employee, otherwise, I’d recommend checking your spam folder. I hope this clarifies any of your questions. Please let us know if you have any other questions and we’d be happy to help!


      Tallie Support

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