How to Email Receipts to Tallie

Tallie is one product in the Emburse family, with its own help center and receipt workflow. Its current receipt-email article tells users to send attached receipt images or forwarded online receipts to receipts@usetallie.com.

Do not reuse an Emburse Professional, Nexonia, or another product-family address for Tallie. Copy the current Tallie destination from the product-specific help center and run a one-document test before building a recurring route.

Tallie recognizes the sender through the email addresses attached to the user identity. Check that the source address is already listed. A second work or personal address must be added through Edit your account and verified from the confirmation message Tallie sends.

Complete the verification before testing receipt delivery. A mailbox can send successfully at the email layer while Tallie still lacks the identity link needed to place the expense under the intended user.

A user who belongs to more than one Tallie account can target one of them by entering its exact account name in the email subject. Tallie says the value must match the name shown on Identity Details.

This detail matters for consultants, shared-service teams, and employees invited into more than one enterprise. Tallie also warns that a blank subject or a subject with no matching account can upload the receipt to every account connected to the identity. Test exact spelling before reusing the submission pattern.

Tallie documents PDF, JPG, and PNG receipt images. Use a clear source that shows the whole receipt, with legible merchant, date, and amount. For paper receipts, capture the image straight above the page with the edges visible and the text in focus.

For a manually composed email, attach the receipt and leave the message body blank. Tallie says extra body text can appear as another receipt. Inspect signature text, confidentiality blocks, mobile footers, and previous-thread text that email clients append automatically.

For an online purchase receipt, Tallie also supports forwarding the original merchant email. Tallie scans the forwarded receipt for merchant, date, and amount. Verify the result because email layouts and the evidence they contain differ by merchant.

Email is the natural path when a vendor already delivered the receipt to an inbox. Mobile capture is better for paper evidence at the point of purchase. Drag-and-drop works for local files on a computer, while manual entry covers expenses that do not have a usable source image yet.

These paths all feed Tallie, but they do not remove review. Tallie's OCR gathers vendor, date, and amount and lets the user edit the expense while processing or afterward. Company fields, policy requirements, project coding, and report approval remain part of the Tallie workflow.

A receipt can arrive before the related corporate card charge posts. Tallie recommends capturing the receipt first so the evidence is not lost while the bank transaction is pending.

When merchant, date, and amount match the imported charge exactly, Tallie can auto-merge them. A close match can produce a Possible Duplicate flag and ask the user to merge. If Tallie finds neither outcome, the receipt and imported charge can be merged manually before export.

A Possible Duplicate can also mean the same receipt was submitted twice. Open the flag and compare the source images before choosing Merge or Not Duplicates. Do not assume every flag represents a card match.

Connect the inbox where vendor receipts arrive and use Expensent to find current or historical messages that contain the required evidence. Review the source before it enters Tallie, especially when a merchant email contains several files or no usable receipt.

The current Expensent sending flow creates a new message with an Expensent subject and HTML summary. That envelope does not preserve the blank body Tallie recommends for attachment email, and it cannot replace the exact Tallie account name with the current generated subject. For the final submission, send the supported evidence from an address attached to the Tallie identity using Tallie's documented body and subject rules.

A delivered email is the start of the Tallie expense workflow, not the end. Review merchant, date, amount, currency, receipt image, card treatment, category, project and other company fields, and any policy warning before moving the expense into a report.

Submit the report through the company's approval path and confirm the intended export or reimbursement result. Keep the source email until the downstream record is complete and any duplicate or matching question has been resolved.