Mapping to Vendors

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This guide will demonstrate how to map People in Tallie to Vendors in This association must be populated in order for Tallie to know who to create a bill for when you export a report to for reimbursement.

>> If you have Tallie syncing with QuickBooks Desktop directly, then your People list may already be created. If so, skip the first step regarding adding new users in Tallie.

>> If your Tallie syncs with which then syncs with your accounting software such as QBO, Xero, or Intacct, then you will need to create your users in Tallie first.
  • To add people in Tallie, click on your name at the upper right corner, go to Settings, Manage Lists, People, and click Add Person.
    • When creating a person, the required fields are First Name, Last Name, and Email Address. View these two articles to learn more about a person’s settings in Tallie: User Info & Permissions

  • To map your Tallie People to the Vendors, go to Manage Lists, People, and click on a name.
  • Go to the Mapping tab, select the proper Vendor to map the individual to, and click Save.

Note: If you do not see a list of Vendor Names to select from, double check to ensure you’ve recently synced with your accounting system. Then in Tallie, go to Settings, Integration & Sync, Overview, and click Sync Now to sync Tallie with once more.