Setting Up SmartVault

HomeIntegrations & Sync › Setting Up SmartVault
Printable Versions & Attachments


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.​

 

 
Attachments