Automatic Reports

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Printable Versions & Attachments

When new transactions are added to Tallie, they are automatically bundled into an expense report titled New Expenses. On the other hand, when corporate card transactions are imported, Tallie uses the [statement end date] – [last 4][bank][(CORP)] (e.g., “1/31/2017 – 5780 Wells Fargo - Credit Card (CORP)”). Note: The report title can be modified. 
  • To access the list of unsubmitted expense reports, including New Expenses, click on Expense Reports in the navigation bar.
  • Unsubmitted expense reports will be listed on the left where you can select a report to view, edit, print, or submit it.