Setting Up SmartVault

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SmartVault can store your exported receipt images on the cloud.

  • To enable SmartVault:

             o    Go to Integrations & Sync
    o    Click on Export Settings
             o    Select SmartVault in Storage settings
             o    Input your SmartVault username
    o    Click Save

  • After clicking save, a green pop up box will appear at the top of the screen to direct you to SmartVault settings.

  • Lastly, click Allow to allow Tallie access to SmartVault.​