iOS: Building & Submitting Reports, Managing Notifications

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Once you’ve created expenses in your Tallie account via the app or on the website, you’re ready to build and submit expense reports from your phone. Using this guide, you will learn how to:
 


Managing Notifications

Tallie provides helpful notifications that warn submitters if expenses may not qualify for approval.
 
  • Possible Duplicate: If an expense is labeled Possible Duplicate, that means Tallie has found another similar expense in your account. To reconcile:
    • Tap the orange Duplicates banner to review details
    • Select Merge or Keep Both
 
 
  • Out of Policy: If an expense is labeled Out of Policy, that means the expense does not comply with your company’s preset expense policies. To resolve:
    • Tap the red Policy banner to reveal policy details
    • Tap Done to close the Policy lightbox


       
    • Tap the expense and make necessary edits so the expense complies with policy
 



 
Build a New Report or Move Expenses
 
  • First, tap the category icon to the left to select the expense(s) you wish to move
  • Tap the Move Expenses icon
 

 
  • Select your destination report, or tap Create New to start a new one
 



 
Edit Report Name

To edit report name, simply tap on the report name at the top of the screen, and the keyboard will slide up. When completed, tap Done to save changes. (Note: To edit the name of a submitted report, you must unsubmit it first.)
 



 
Delete a Report
 
  • Tap the button with 3 stripes in the upper-left corner and your expense reports list will slide in from the left
 

 
  • Tap Edit Reports at the bottom
 
 
  • Tap the circle to the left to select the report(s) you wish to delete
  • Tap the Trash Can
 

 
  • You’ll be ask to confirm before the report is deleted
 



Submit Report and Track Report Status

You can use the Tallie iPhone app to submit expense reports as well as track their progress.
 
  • Once you’ve finished editing, go ahead and tap the paper plane-looking submit button in the upper-right corner of the screen to submit the report
    • If a report was submitted by mistake, tap UNSUBMIT in the top-right corner
  
   
 
  • To track the progress of your reports, simply tap the button with 3 stripes in the top-left corner, and you will find your reports sorted based on status.
    • The Tallie app includes your unsubmitted, submitted, approved, and rejected reports. Once reports have been exported, they will no longer be listed in the app’s report menu.
  


Review Reject Reason and Resubmit
 
Now, you can also review reject reason from the Tallie iOS app by following the steps below:
  • Tap the button with 3 lines in the upper-left corner
  • Tap on a rejected report
 

 
  • Tap the red banner at the top of the report to view reject reason, and make any necessary edits and resubmit from the app