Giving your inDinero team access to your Tallie account will help keep all of your accounting and tax information in one place—your inDinero dashboard.
Follow the steps outlined below, check out Tallie's support site for more details, and make sure to reach out to your dedicated service team if you have any questions.
- Click your name at upper right to select Settings
- >Go to Manage Lists
- Click on People
- Click Add Person
- Enter the following information:
- First Name
- Last Name
- Email Address
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
- Go to the Permissions tab and select Person Type: “Internal – Tallie only”
- The Mapping and Approvers tabs are irrelevant as inDinero will not submit expenses
- Click Save & Exit when complete