Tallie Expense Report Software September Training Schedule

Throughout the month of September, we’re offering free weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for users, administrators, and approvers alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Experts. Take advantage of our special webinar topics available only in the month of September! Tune in next month for more special webinars.

Register for a free September webinar below!

TALLIE USER TRAINING

  1. Walk through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in a few minutes.
  3. Answer any and every Tallie question you have.

Register:

Tuesday 9/8 8:30 – 9:00 am PST

Tuesday 9/22 8:30 – 9:00 am PST

Tuesday 9/1 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 9/15 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 9/29 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 9/17 8:30 – 9:00 am PST **SPECIAL: Policies, Expense Categories, and Fixing Export Errors”

ACCOUNTANT TRAINING

  1. Provide a tour of the Tallie Accountant Portal.
  2. Walk through the client account management process within the Accountant Portal.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday 9/10 8:30 – 9:00 am PST **SPECIAL: Tallie + QuickBooks Online Integration Highlight**

Thursday 9/24 8:30 – 9:00 am PST **SPECIAL: Tallie and Corporate Cards Highlight**

ADMINISTRATOR TRAINING

  1. Walk through how to set custom policies and approval levels within Tallie.
  2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday 9/3 8:30 – 9:00 am PST **Special: Tallie Affiliate/Reseller Management**

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

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