Certify and Chrome River Join Forces in Transaction Valued at Over $1 Billion

Combination creates global leader in travel, expense and invoice management software

LOS ANGELES and PORTLAND, ME, MARCH 5, 2019 – Certify and Chrome River Technologies, two global leaders in travel, expense, and invoice management software, are merging in a transaction valued at over $1 billion. The combination creates the industry’s most comprehensive suite of products for monitoring, managing and analyzing corporate spend. K1 Investment Management will hold a majority stake in the combined organization, while existing shareholders, including the companies’ founders and Bain Capital Ventures, a private investment firm based in Boston, will retain a minority interest.

Initially, Certify and Chrome River will operate independently, with separate management teams focused on support for their existing products. The companies will support all existing products and collaborate on accelerating investments in technology areas such as machine learning, artificial intelligence, analytics and reporting, to provide customers with enhanced travel, expense, and invoice management capabilities.

“Over the past 11 years, Chrome River has established itself as the leader for global enterprises looking for sophisticated, highly-scalable, expense and invoice management software,” says Alan Rich, CEO and co-founder of Chrome River. “Combining our resources with those of Certify, we can continue toward our goal of delivering the most innovative and agile solutions on the market. I look forward to the combined organization continuing to earn an even greater share of a rapidly-growing industry.”

With this merger, Certify and Chrome River will have more than 11,000 combined customers across 100+ countries, and solutions available in more than 60 languages. The companies offer best-in-class integrations to all leading ERP systems, including those offered by SAP, Oracle, NetSuite, Sage Intacct, Microsoft Dynamics, PeopleSoft, JD Edwards and QuickBooks.

“By bringing together Chrome River’s strengths in large enterprise and Certify’s strengths in mid-market and SMB, organizations of all sizes have the choice of technology suited to their specific requirements, rather than being forced to use a single product,” says Bob Neveu, CEO and co-founder of Certify. “With increased financial resources, the combined organization will have an even stronger focus on innovation, ensuring our customers will continue to optimize their travel, expense and invoice automation technology investments.”

The merger joins Chrome River to the existing Certify family of travel, expense, and invoice management brands that includes Nexonia, Tallie, Abacus, and Captio. The addition of Chrome River significantly strengthens the group’s unique strategy of offering companies a portfolio of solutions that meet different client segments and needs. Unlike the traditional “one size fits all” approach, this multi-brand strategy enables companies of all sizes and verticals to work with a single vendor, yet craft the solution that is best suited to their specific business needs.

“The cloud expense management software market is seeing strong growth of 11.4 percent per year, and we expect it to be a $2.7 billion industry by 2022,” said Kevin Permenter, senior research analyst at IDC. “With this merger, Chrome River and Certify will be able to offer a suite of solutions for companies ranging from SMBs to large enterprises with complex global expense management requirements.”

“It’s rare to have the opportunity to combine the two largest independent companies in such an attractive market. We’ve created the leading global organization covering the full scope of integrated travel, expense, and invoice management software that is able to serve the broadest range of companies in the market,” says Hasan Askari, managing partner at K1 Investment Management. “We are incredibly excited to combine K1’s operational expertise with accelerated investments into the companies’ products, to create a world-class organization that gives current and future customers an unrivaled choice of best-of-breed solutions.”

About Chrome River
Chrome River provides expense and invoice automation solutions that let business flow for more than 1,000 organizations worldwide. The company’s easy-to-use, enterprise-scale solutions enable future-readiness for its customers. As a result of this focus on innovation, Chrome River is rated as a Leader in expense management by analyst firm IDC. Chrome River’s commitment to delivering a superior customer journey by creating long-term value for its customers, makes it a preferred choice of CFOs, CIOs, AP teams, travel managers and business travelers. Details on Chrome River’s customers can be found on the company’s web site.

More than 2 million business travelers around the world trust Chrome River. To learn more, contact Chrome River at 888-781-0088, or visit chromeriver.com and its social pages on LinkedIn, Facebook, Twitter, and Instagram.

About Certify
Certify, Inc., is the world’s largest independent provider of travel, expense and invoice management software. The Certify, Inc. family of brands includes leading SaaS platforms Certify, Nexonia, Tallie, Abacus, and Captio. With innovative spend management applications such as real-time expense reporting, integrated travel booking, time tracking, and accounts payable automation, Certify has transformed how more than 10,000 organizations manage corporate T&E. Customers include Circle K, Garmin, H&R Block, LogMeIn, Mailchimp, McDonald’s, Pinterest, Red Bull, Shopify, Subway, SurveyMonkey, Toyota, and Virgin Galactic. For more information, please visit: www.certify.com, www.nexonia.com, www.tallie.com, www.abacus.com, and www.captio.com.

About K1 Investment Management
K1 is a leading investment firm focusing on high-growth enterprise software companies globally. K1 seeks to help dynamic businesses achieve successful outcomes by identifying and executing organic and acquisition-based growth opportunities that position its companies as industry leaders. K1 typically invests alongside strong management teams that continue to guide their organizations on a day-to-day basis. K1’s investments vary in the level of ownership in order to meet the needs of entrepreneurs and managers. Representative past and present portfolio companies include industry leaders such as Apttus, Buildium, Clarizen, Checkmarx, ChiroTouch, Granicus, IronScales, Jobvite, Litera Microsystems, RFPIO, Smarsh and Workforce Software. For more information about K1, please visit www.k1capital.com or https://www.linkedin.com/company/k1im.

Introducing the Oracle NetSuite Integration

If you’re a Tallie customer, you’ll know by now that integrations are one of our key strengths. Our Sage Intacct integration won a CPA Practice Advisor Tax & Accounting Technology Innovation Award. It offered leading activity-based and multi-entity integration for Sage Intacct users and accounting teams, with a wonderfully hassle-free implementation process.

That intelligence was leveraged to build the Oracle NetSuite Integration. It’s a solution for companies who are simply scaling so fast they need a reliable solution to power their growth.  

The integration allows NetSuite users to work in a bi-directional way with Tallie. It offers automatic transfers of data between both platforms with immediate syncs of new or edited data from NetSuite into Tallie. It also offers a direct export of completed expenses back into NetSuite. The bi-directional sync keeps the data up-to-date at all times, in a controlled environment.

This helps overcome a key hurdle that accounting teams often face when connecting expense management tools to their ERP. For example, if you require your users to track their expenses against data that lives in NetSuite, it can cause headaches to give users access to the controlled data in NetSuite. The integration with Tallie gives users a controlled environment in which to access the data. It’s also ideal for companies who require real-time updates to their chart of accounts and other lists multiple times a day.

Here are four key benefits to look forward to with this integration:

1. It’s plug-and-play.
This is a turnkey solution that offers integration with NetSuite’s standard lists including: employees, projects, customers, items, categories, accounts, classes, departments, and locations. Contextualized data is seamlessly exported back to NetSuite, ensuring a complete record of all expenses.

2. It has an activity-based sync.
Our integration can be configured using NetSuite “bundles,” which allows Tallie to automatically sync changed list data from NetSuite into Tallie as soon as the change occurs. This feature is ideal for companies whose data changes often. It also requires zero effort to keep your data in sync, freeing up more time in your busy day. And who doesn’t need more time in their day?

3. You can rely on comprehensive exports.
Tallie offers an easy-to-use interface to manage the integration, offering the status of your exports as well as actionable error handling if any issues arise. This means you’ll know immediately when a sync is successfully imported—or if a failure arises. This immediate feedback loop creates a seamless experience. It also gives you access to all your data history.

4. You control user access.
Integrating NetSuite directly with Tallie empowers users to leverage data from their ERP in a controlled system, with settings in place to limit their exposure to sensitive information.

Tallie was purpose-built with accountants in mind. And this newest integration is a way to give you peace of mind knowing you have absolute data integrity, and winning you extra time to focus on strategy and growth.

To learn more about the Oracle NetSuite Integration for Tallie, click here.

3 Expense Management Trends You Need to Know

Expense Management Trends Report 2018

You may be surprised to learn that 49 percent of companies still rely on a manual expense management process. This data point comes from the recently-released 2018 Expense Management Trends Report by Certify, Inc.

Since 2013, the Expense Management Trends Report has helped organizations of all sizes stay informed of industry trends and best practices from their peers across North America. Tallie is part of the Certify, Inc. Family of Brands—and this year’s report offers valuable insights into the industry.

1. Manual methods are sticking around
Enterprise companies are leading the way in adopting technology according to the report, with 39 percent of companies surveyed using a web-based expense solution, and 32 percent relying on an ERP or accounting package for expense management. These companies are seeing the value in automating timely manual processes—letting their employees focus on other value-added activities.

Surprisingly, 11 percent of enterprise companies surveyed are still using a manual process. (A manual process is defined here as any process that uses Excel spreadsheets, pen and paper, homegrown systems, or any combination thereof.) At a company of this size, the risk and lack of spend visibility would likely make a CFO’s head spin. And without having visibility into expenses, the finance team is left in the dark when strategizing for the years ahead, or negotiating better contracts with vendors today.

2. The biggest pains stay consistent
Expense management pains haven’t evolved much since Certify launched the survey in 2013. For the 2018 report, Certify collected and analyzed responses from 546 CFOs, controllers, and other finance professionals outside its customer base to offer a snapshot of the industry, and where it may be headed. With technology becoming so engrained in our lives, some readers may find it shocking that so many moments of struggle persist in the world of finance.

The biggest pain points for finance teams were losing receipts or submitting reports without a receipt, tying employees failing to submit reports on time cited by 50 percent of respondents. It’s easy to see why finance teams would be frustrated with a minor task holding up reimbursements and accurate reporting—yet this pain persists.

Time spent reconciling, reviewing, and approving reports was the second biggest pain, cited by 31 percent of respondents. With the average number of expense reports being 25-50 percent of the full-time employee workforce, manually reviewing and approving expense reports is a business activity that needs a streamlined process.

Another long-standing pressure on finance teams were errors on expense reports, with 30 percent of respondents citing this ongoing issue. Considering that employees should be submitting completed reports on-time and within policy, finance teams certainly want to spend less time “expense policing” and more time on strategy.

3. The leading pressures and top areas for improvement
Top organizational pressures on finance teams have stayed consistent with previous years. The top pressure driving organizations to improve T&E management was the need to reduce expense reporting costs cited by 27 percent of respondents. Improving the expense management process was cited by 34 percent of respondents as the most critical to improve in 2018.

Poor visibility into travel and expenses was the second biggest pressure (26 percent) driving change with finance teams across North America. Without finance teams having complete visibility into T&E spend, they can’t make informed strategic decisions that will help move the organization towards their goals. With the right integrations, an automated expense solution can provide nearly real-time expense data finance teams can budget against with confidence.

Travel booking was the third biggest area for improvement in 2018. Interestingly, according to the 2018 survey, 90 percent of companies had a travel policy in place, but only two percent of companies used technology to enforce policy—putting the company at a huge risk for overspending with manual policy checks or employee enforcement.

Having business travelers booking itineraries with any number of online services leaves a company at risk for overspending. With a travel book solution that is friendly for employees, travel managers, and everyone in between, you can provide a foundation for self-service bookings that fit within company policy and budget.

Did any of the struggles or organizational pressures sound familiar to you? How often does your team run up against some of the inefficiencies we mentioned above? If you want to make sure your team stays ahead of the pack, be sure to download our complimentary report and stay current with the T&E trends driving the industry.

How Corporate Consolidation Could Affect Business Travel

Over the past 10 years, the U.S. has witnessed a colossal consolidation of American airline companies. Nine major U.S. airlines have consolidated to a mere four. American, Delta, Southwest and United remain as the heavy hitters, controlling 80 percent of the U.S. market. The remainder of the market is made up of smaller carriers, each representing their specific niche and embracing unique strategies to target their customers. 

As airlines go through mergers, acquisitions and swallow each other up whole, consumers are often left wondering how these changes will affect their future travel plans. Unfortunately, with fewer competitors to price match, the remaining airline companies have the power to increase fares and drop unprofitable routes. For employers and business travelers, corporate consolidation could have a silver lining.

By absorbing smaller airline companies that previously dominated regional airports, the big four can add new non-stop routes to their lineup. This allows airlines to open up new destinations, reduce connecting flights and eliminate ever-dreaded layovers. Both United and American Airlines opened up ten new domestic non-stop flight routes just this year. While Southwest plans to add five additional non-stop routes to service the Midwest beginning in October of 2018. Additional non-stop flight availability saves time and produces happy road warriors. Employees report a more positive experience when they’re able to travel to their destination in one leg. Sending in happy employees can raise productivity levels and lead to a more successful business trip altogether.

Non-stop flights are also better for the environment. Takeoff and landing contributes to fifty percent of carbon emissions emitted during flight travel. Taking a non-stop route instead of a connecting flight can cut a traveler’s carbon flight-footprint in half. While employers may fear an increasing spike in price fares from airlines, the overall market price alteration is closer to 1 percent.

Marginal price changes and additional non-stop routes make it easy for employers to see the bright side of business travel.

 

To see how an advanced expense reporting solution could benefit your traveling employees, request a demo of Tallie.

 

 

 

Tallie’s Plan for GDPR Compliance

We’re committed to partnering with our customers and users to help them understand and prepare for the General Data Protection Regulation (GDPR). The GDPR is the most comprehensive EU data privacy law in decades and will go into effect on May 25, 2018.

Besides strengthening and standardizing user data privacy across the EU nations, the GDPR will require new or additional obligations on all organizations that handle EU citizens’ personal data, regardless of where the organizations themselves are located. On this page, we’ll explain our methods and plans to achieve GDPR compliance, both for ourselves and for our customers.

Organizations established in the EU and processing personal data of EU-based individuals will, in almost all cases, be required to comply with the GDPR by May 25, 2018. The GDPR updates and harmonizes the framework for processing personal data in the European Union, and brings with it new obligations for organizations and new rights for individuals. Many organizations, large and small, are now preparing for the new regulation. Here at Certify, Inc., we are committed to achieving GDPR compliance for the Certify, Nexonia, and Tallie brands.

Preparing for the GDPR
The GDPR’s updated requirements are significant. Here at Certify, Inc., we have partnered with TrustArc to assist in our compliance efforts. Measures to achieve this include:

  • Assessing our current level of compliance, then identifying and prioritizing those tasks needed to update our privacy policies, procedures, and practices to achieve compliance.
  • Conducting an inventory of customer and employee data flows, data sharing relationships, practices and procedures across the Certify, Nexonia and Tallie products. This will result in the creation of a DataInventory which we will maintain.
  • Making sure we have the appropriate contractual terms in place.
  • Ensuring we can continue to support international data transfers by maintaining our Privacy Shield certifications, and by executing Standard Contractual Clauses through our updated Data Protection Addendum.

In addition to these specific objectives, we’ll also continue to monitor the guidance around GDPR compliance from privacy-related regulatory bodies, and will adjust our plans accordingly if it changes.

What is a Data Protection Addendum (“DPA”)?
Certify, Inc. will be offering customers and prospects a robust Data Protection Addendum (“DPA”), which governs the relationship between the customer (acting as a data controller) and Certify, Inc. (acting as a data processor). The DPA facilitates our customers’ compliance with their obligations under EU data protection law. Our DPA is a key requirement for compliance with the GDPR. Our DPA contains data transfer frameworks to ensure that our customers can lawfully transfer personal data to Certify, Nexonia and Tallie, which are systems that are hosted outside of the European Union. Such data transfers require the foundation of one of three mechanisms: our Binding Corporate Rules, our Privacy Shield Certification, or Standard Contractual Clauses.

Our Security Infrastructure and Certifications
Data Security: The Certify, Nexonia and Tallie products provide our customers’ compliance with high-security standards, such as strong encryption of data, auditing standards (PCI DSS, SOC 2, Privacy Shield), regular vulnerability scanning and penetration testing, and regular review of our security policies and procedures. We make security and compliance documents available to current customers and sales prospects through our own Mutual-NDA Security Documents Portal. The GDPR Data Processing Agreement will become available as a contract addendum, and our current plan is to require all customers and prospects to agree to our DPA. We may also offer a simple waiver that customers without EU relationships can sign instead of our DPA.

We are excited to deliver on GDPR requirements because we believe it is a large step forward for all customers and users, whether residing in the EU or elsewhere. As always, please feel free to contact your Account Manager or Support team with any questions or concerns you may have. Thank you for using our products and entrusting us with your employees’ data. Rest assured that we do not take that privilege lightly, and we will do everything in our power to continue to earn your trust!

Tallie 12.7 Expense Report Software Release Notes

Our focus in the past two months has been to add an alternative authentication method and improve performance in various product areas. We’ve also been laying the groundwork for a new accounting system integration, which will be unveiled this Summer. Until then, read on to learn more about our new features!

Make sign-in to Tallie easier with SAML2.0 Authentication

Companies nowadays adopt a wide array of SaaS web apps to handle all kinds of operations that are essential to businesses. With the convenience of web-based applications comes with unique credentials, which could become a barrier to entry when users lose track of one of the dozen passwords they have to memorize. This is why companies have implemented SAML2.0 as a centralized portal that lets users access multiple external applications using their credentials from the Active Directory.

Our SAML2.0 authentication is Service Provider initiated. In order to leverage this, you must have a 3rd party Identity Provider (IdP) such as OneLogin. Already have that? Contact our Support Team with your SAML2 provider URL and Entity ID to get started!

Various Performance Improvements

We understand how any issue could be disruptive to your day-to-day processes, which is why we continuously explore new technologies and make necessary enhancements to make our product more reliable. In this release, we got to the bottom of some symptoms our users were experiencing, and made adjustments to alleviate or resolve them. These include expense items taking longer than 10 seconds to save on the Purchases page, certain approvers’ inability to view their Approved expenses, and automated syncs for QuickBooks Online not occurring.

Other Enhancements & Bug Fixes

  • Introduced cascading grid on Credit Cards page This results in better space utilization and supports wide monitors by displaying up to five credit card profiles horizontally.

Tallie Expense Report Software - Credit Cards page

  • Removed deprecated credit card connections
  • Fixed the issue where editing expense dates on the Approval page wasn’t permitted
  • Fixed the CSV template builder issue where placeholder text wouldn’t clear

 

We love to hear from you — even if it’s just to say hi. Let us know how these updates to our expense report software help your team. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Essential Expense Features for Nonprofit Organizations

In the nonprofit world, every dollar counts. Many local and global nonprofit groups struggle to organize expenses. Expense report software can serve as a vital tool to save nonprofit organizations valuable time and money while providing full clarity of their operational spending. We’ve rounded up six essential features that provide nonprofit groups with the necessary elements to optimize their outreach. 

Mobility

Expense report software equipped with mobile capabilities, such as a smartphone app, gives organization employees and volunteers the flexibility to submit expenses in the field and on the go, anywhere in the world. This accessibility increases user compliance and helps organizations reduce operating costs.

Multi-currency

Currency conversion is as a crucial tool for global nonprofit groups. Programs that encompass a spectrum of global currencies take the burden of currency conversion off of the user. This allows volunteers to quickly capture accurate expenses, no matter where they are in the world.

Mileage Tracking

Mileage tracking allows volunteers to track their movement at the touch of a button. Standard IRS reimbursement rates can be applied to record an accurate reimbursement amount in half the time. 

Seamless Integration

Volunteers often pay out of pocket for the bulk of their expenses. As a result, the reimbursement process is vital to the longevity of an operation. Direct accounting software integration allows administrators to approve and export data instantaneously, ensuring nothing slows down your team. 

Accessible Analytics

Nonprofits are annually rated on how they spend their funding. Organizational expenses are broken into three categories:

  • Program Expenses: Expenses that are necessary to complete a nonprofit’s task at hand (for example, pencils and papers needed for a classroom).
  • Administrative Expenses: Expenses related to managing the nonprofit (for example, accounting and legal fees).
  • Fundraising Expenses: Any expenses that contribute to fundraising.

Nonprofit groups receive a higher rating if they put more of their budget towards Program Expenses. Expense report software with built-in reporting facilitates a simple way for organizations to audit their spending behavior in each category.

Activity-Based Pricing

Every dollar of funding counts. Software with activity-based pricing allows nonprofit groups with seasonal volunteers to save immense time and money. With activity-based pricing, organizations are only charged for users who submit expenses on a monthly basis. This relieves organizations from having to regulate active and dormant volunteers.

To see how an advanced expense reporting solution could benefit your organization, request a demo of Tallie.

Live Training Registration

We offer free weekly trainings to help ensure you get the most out of our expense reporting software.

Our  webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free training below!

Tallie User Training

 

Configuring Tallie Settings 

  • Bi-weekly
  • Walk through how to create custom policies and approval levels within Tallie. Also see how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
  • Live Q&A
  • April 2018 Registration: Configuring Tallie Settings
  • Please Note: Beginning April 5th, this training will feature additional content including Corporate Credit Card Transaction Management and Accountant Training
  •  

    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

    Tallie Employee Spotlight: Vita, Implementations Manager

    When Vita Guido walked through the Tallie doors in September of 2014, the team knew they had struck gold. Over the past three years Vita has served as an invaluable asset to the organization, bringing immense product knowledge, contagious positivity, and an uncanny sense of humor to the office every day. We sat down with Vita to learn more about our favorite implementations team manager.

    What do you do here at Tallie?

    I manage a team of three fabulous implementation specialists. We on-board new Tallie and SpringAhead clients. I oversee the process and make sure we get our clients excited, prepared, and ramped up!

    Who is Gizmo?

    He’s the Tallie MVP, unofficial mascot, and employee of the year. He’s also my cat.

    What is your favorite part of working for Tallie?

    The people! I really enjoy working with our Tallie peeps. We are hardworking but have plenty of fun in the office. I also like the flexibility of working with other teams; you’re never tied to your own department. If you’re interested in dev work, for example, you can participate cross-functionally with the engineering team. Now that we’re a family of brands, we can also branch out to our sibling softwares, Certify and Nexonia!

    What makes Tallie different from other companies?

    I really enjoy that every day is different. There is always something new to learn. We are exposed to so many softwares that we become masters of not just our own product but all of our partner integrations too. Giving us expertise and insight into all of these products allows us to help our clients above and beyond.

    First screen name?

    VitaBee4ever and it still is.

    How many countries have you been to?

    Nine and counting! Mexico, Cuba, Iceland, Canada, Japan, and Italy to name a few.

    Which one was your favorite?

    Japan. It was so different from anywhere I’ve ever been. I also loved France for how romantic it was. The southern coast of France is so beautiful.

    We heard you did quite a bit of karaoke in Japan. Do you have a favorite song?

    Life on Mars by David Bowie. Because if you’re not a very good singer you still sound like a pro. Least favorite: Pork and Beans by Weezer (don’t ask).

    Where do you want to travel next?

    Back to Mexico! My family is from there, and I want to experience it as an adult. A pilgrimage to the motherland, if you will. Chile and Argentina are also on my list.

    Favorite Bay Area restaurant?

    A16 in Rockridge and The Hideout in Lafayette.

    What is an Instagram account people should be following?

    Poorly drawn lines and Ketnipz.

    What is your advice for women interested in pursuing a career in tech?

    Go for it. I believe women should absolutely pursue careers in tech. There is a stigma that tech has a bro culture, but I wholeheartedly believe there’s an equal space for women. Women should shouldn’t be afraid to dive into more technical roles and fundamentals like SQL. I think Tallie has done a great job of giving those opportunities to women. A lot of our employees started in support and have been able to move into more technical roles.

    What is one question you wish you were asked in an interview?

    How would you explain email to your grandma?

     

     

     

    Ready to say “goodbye” to manual data entry and “hello” to seamless, deep integrations with your favorite accounting systems? Use Tallie’s powerful expense management software FREE for 14 days – no credit card or commitment required. Give it a try by signing up today. Care for a walkthrough by a trained expert first? Contact us to schedule your free Tallie product demo now.

    Tallie Training for Expense Reporting: Webinar Schedule for March

    Throughout the month of March, we will be presenting free weekly webinars to help ensure you get the most out of our expense reporting software.

    Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

    Register for a free webinar below!

    TALLIE USER TRAINING

    • Run through the creation of a Tallie expense reports on web and mobile app.
    • Share the tips and tricks to create your expense report in a few minutes.
    • Answer any and every Tallie question you might possibly have.

    Registration Link: Registration for Tallie User Training Webinars

    • Tuesday, March 6th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, March 13th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Monday, March 19th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, March 27th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

    ADMINISTRATOR TRAINING

    • Walk through how to create custom policies and approval levels within Tallie.
    • Show how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Administrator Webinars

    • Tuesday, March 6th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
    • Monday, March 19th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    CORPORATE CREDIT CARD ADMINISTRATOR TRAINING

    Registration Link: Registration for Tallie Credit Card Administrator Webinars

    • Tuesday, March 13th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    ACCOUNTANT TRAINING

    • Run through a variety of expense tracking features that you may utilize in Tallie.
    • Review customization and options of your account’s configuration.
    • Show how Tallie streamlines your accounting workflow with 1-click multi-point export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Accountant Training Webinars

    • Thursday, March 22nd, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

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