How to Customize List Names

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You can customize list names in your Tallie Account to match your company's nomenclature. Through this setting you can customize the following list names:
  • Accounts, Currencies, Items, Projects, Classes, Expense Categories and People. 

To edit list names:
  • Navigate to Settings
  • Click on Company Settings 
  • Select Customize
  • Click Rename Lists


 
  • Locate the list data title you would like to change
  • Enter the Singular name and the Plural Name
    • Ex. "Job" and "Jobs"
  • Save