The Tallie integration has three main configuration options:

1. Manual vs. Automatic Sending

You can specify whether receipts are sent automatically or must be sent manually by the user.

2. When to Send Receipts (only applies if "Automatic" is selected in the first step)

You can specify whether receipts are sent immediately upon purchase or upon completion of travel. You can always send receipts manually from the Trips page.

3. Where to Send Receipts (only applies if "Automatic" is selected in the first step)

You can specify whether the receipt is automatically sent to the purchaser or traveler. When manually sending receipts, you can choose the recipient at that point in time.

Connect Tallie to each user

Each employee must individually connect their Tallie account to their NexTravel account.

To link the account, click the ADD ACCOUNT button in the Expensing section of the settings page. You will be prompted to enter your Tallie username and password.

 

Once the credentials are confirmed, the status of the integration will be updated and you will be able to receive your NexTravel receipts within Tallie.

 

Send receipts to Tallie

The timing of when receipts are sent and who receives the receipt are both specified in the Tallie configuration.

Please note that receipts are only automatically sent for items where the cost is exact. This is done to prevent inaccurate reporting. You can find the definitive list of scenarios below.

 

TRAVEL TYPE	RECEIPT AMOUNT / DATE	SENT TO TALLIE
Flight	Exact	Automatic
Prepaid Hotel	Exact	Automatic
Postpaid Hotel	Approximate	Manual
Car Rental	Approximate	Manual
Open Booking	Approximate	Manual

 

If you want to force a receipt to send for orders with approximate charges, you can always click the SEND EXPENSE button next to the order on the Trips Page.

 

Disable Tallie

You can disable the Tallie Integration by clicking the DISABLE button next to the integration on the Company Settings page