9.16 Release: NEW Affiliate Portal Features

Salutations! The Tallie Team is excited to make three major announcements in our 9.16 release. This release introduces support for PEX Prepaid Business Cards, unveils new expense management features for our Affiliates and Resellers, and marks the launch of Tallie’s integration with QuickBooks Online.

Affiliate Portal Features
Tallie Resellers and Affiliates now have an area in which they can create new accounts and monitor clients’ usage either per client or on aggregate, alongside billing details.

If you’re a Reseller or an Affiliate, simply go to “Settings”, “Billing” and click on “Reseller Management.”

To view client usage:



If you have any additional questions, please contact our Product Expert Team directly at 800-592-5144 or support@usetallie.com

Thank you!

Tallie Team

5/29 Training Webinar: “How to Submit Expenses in 5 Minutes or Less”

It’s no secret that Tallie offers the quickest path from receipt to balance sheet. But how quick? With Tallie’s expense report automation software, you can scan your receipts, create expenses, and submit expenses to the approver all in 5 minutes or less. We invite you to see Tallie in action during our upcoming webinar! We’ll go over the highlights of Tallie’s powerful features and integrations, and show you how simple and easy it is to navigate a Tallie account.

“How to Create, Submit, Approve Your Expense Report in 5 Minutes or Less”

Register for the Webinar Today!

Thursday 5/29 at 1 pm PST

Want a sneak peek? Watch this product demo for an overview of Tallie’s functionality.

When Stevie Met Tallie: Tallie Named Stevie Awards Finalist for Support Team of the Year 2014


Tallie is thrilled to announce that we’ve been named a Stevie Awards Finalist for Support Team of the Year 2014! Over 3300 nominations from a wide gamut of businesses and industries applied, and Finalists were chosen by more than 150 business professionals. Considering the esteemed panel of judges that evaluated Tallie’s story, we are honored to be named a Finalist for such an award. To say our thanks, we’d like to share with our readers a few facts about the Stevie Awards and their history.

Meet Stevie: 5 Random Facts about the Stevie Awards

  1. Businesses and individuals from over 60 countries have received Gold Stevie Awards since 2002.
  2. “Stevie” is shortened from Stephen, which means “crowned” in Greek.
  3. The hand-cast “Grand Stevie” (overall winner) is approximately 16 inches tall, and finished in 24-karat gold.
  4. Stevie holds a crystal pyramid, which is meant to embody the hierarchy of human needs. This symbolizes the philosophy that if basic needs are met, human beings seek the esteem of their peers.
  5. To earn the status of Finalist in the Stevie Awards, nominated organizations must receive high scores throughout 5+ weeks of preliminary judging.

When Stevie Met Tallie: 

Tallie was nominated for Support Team of the Year in the category of Computer Services & Computer Software. We shared our story of reinventing SaaS customer service through product expertise, and referenced a Desk.com case study on the proven success of our team.

After adopting an innovative SaaS customer service approach, we transformed our Support Team into a Product Expert Team. This transition proved critical to the growth of our company and product experience as a whole. Together, our Product Expert Team attracts new clientele and directly influences Tallie’s future. Most importantly, this development has ignited passion and drive within each team member which fosters an immeasurable impact on the spirit and character of our team morale.

We are excited to have been named a Finalist in the 2014 Stevie Awards, and anxiously await the announcement of Gold, Silver, and Bronze category winners at their Chicago awards banquet in June!

Watch Tallie’s Expense Report End-User Training Webinar

In April, we hosted a live End-User Training Webinar in an effort to continue providing our clients with top-notch support in navigating their Tallie accounts.

In this 25-minute webinar, we covered a quick Tallie product demo and highlighted some new and powerful expense report software features. We then covered the most popular Tallie-related questions that our Product Expert Team receives, and answered some live questions and answers from the audience.

We hope you find this webinar both enjoyable and helpful! Take a look:

Do you have any additional questions regarding your Tallie end-user experience? Leave them in the comments below and we’ll reply as soon as possible!