Become an Expense Report Guru. FREE Tallie Training Webinars!

We believe in not only offering the industry’s best expense report software, but also a lifetime of top notch customer service. In a continued effort to deliver a premium expense report solution, Tallie now offers free monthly training webinars for users, administrators, and approvers alike. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a September webinar below to have Tallie Experts walk you through quick & easy training sessions!



1. Walk through the creation of a Tallie expense report.
2. Share the tips and tricks to create your expense report in a few minutes.
3. Answer any and every Tallie question you have.

Tues 9/2 8:30 – 9:00 am PDT
Tues 9/9 8:30 – 9:00 am PDT
Tues 9/16 8:30 – 9:00 am PDT
Tues 9/23 8:30 – 9:00 am PDT
Tues 9/30 8:30 – 9:00 am PDT


1. Walk through the expense report approval process within Tallie.
2. Show the expense report edit feature for specified approvers.
3. Answer any and every Tallie question you have.

Register: Thu 9/18 8:30 – 9:00 am PDT


1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

Register: Thursday September 4, 2014 –  8:30 – 9:00 am PDT

If you have any questions between now and your chosen training webinar, please don’t hesitate to contact our Product Expert Team directly at or 888-874-1118 Ext 2We hope to see you there!

9.19 Release Notes: Improved Credit Card Flow, Custom Expense Export Options, & More

We’ve done it again. Talie’s 9.19 release notes introduce new features, enhances existing ones, and delivers new training resources available 24/7. We simplified the “Add a Credit Card” process, improved Custom Export options, added a new Auto-Split feature, amplified account security via a new password strength meter, and built a new training center called the Tallie Resource Room. Take a look:

I. Simplified Credit Card Page

Tallie’s Credit Card page is now better than ever before. You can now search credit cards by URL and bank name, and manual credit card profile setup is streamlined to one simple screen. Check out the screenshots below for step-by-step process:

Step 1: To add any card, click “Add a Credit Card.” Then you can find, search, and select your bank.


Step 2a: For manually added cards, everything is displayed on one easy setup screen. Click “Save Credit Card Profile” and you’re done!

tallie-expense-report-credit-card-2Step 2b: If you simply selected your bank from Tallie’s list, click the bank name and sign into your bank account.


Step 3: Review all imported credit cards before you finish.


II. Improved Custom Export Options

Tallie’s custom expense export file now includes a number of new fields and supports simultaneous export of two different files – one for reimbursable expenses and one for non-reimbursable expenses. Additionally, you can now concatenate different values into the same field.

For Intacct/ users, Credit Card charges can now be directly imported into Intacct via CSV upload, giving you greater control over your non-reimbursables.

III. New Feature: Auto-Split

Now, under very specific parameters, expenses can be evenly split amongst a select group of projects.

Process Overview

  1. Create a transaction
  2. Click Itemize
  3. Create an individual item for each project and enter $0 for the amount in each item
  4. Save
  5. Review the itemizations, and you should see them split up evenly (e.g. 3 itemizations = $25 each).

For more information on how this new feature works, read this Auto-Split Tips & Tricks article in the Tallie Support Center.

IV. Enhanced Integration for Intacct & NetSuite Clients

We’ve expanded and enhanced our integration capabilities for clients using either Intacct or Netsuite along with In addition to Classes, Intacct and Netsuite clients can now sync Department and Location lists from into Tallie. These lists are fully editable with the same bi-directional sync capabilities that we expect for Classes.

V. New Password Strength Requirements

In an effort to further advance the security of your critical data, we have introduced a password strength meter. This adds greater security for company data and prevents users from creating passwords that are easily hackable.

The new password strength meter applies only to new passwords. Passwords are ranked on a scale of poor, weak, fair, good and strong. For now, a password will be accepted with a weak status and above; passwords with a poor status are not accepted. If you would like your employees to be using more secure passwords, you must ask them to create new passwords independently.


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TALLIE TIP: The Tallie password strength meter is based on the difficulty of a computer to create your password.The strongest passwords are easy for a human to remember and hard for a computer to guess. Try stringing together a few random words, rather than simply substituting numbers or symbols for letters.

VI. Resource Room

Looking to see Tallie’s features in action? Need additional training? Say hello to Tallie’s newest  learning hub: the Resource Room. On this page you will find videos, webinars, and downloadable content for learning, training, and helping you get the most out of your Tallie account. Visit the Resource Room now.

We hope you find these features to be highly valuable to your Tallie experience. For any further questions, please don’t hesitate to contact our Product Expert Team at 888-874-1118 ext 2 or email us directly at

QuickBooks Online & Beyond: What It Means to Have True Bi-Directional Integration for Expense Management

After 5 years in the industry, I’m always happy to talk shop with anyone ranging from prospective clients to personal friends. Once we start talking about back office processes, I can generally make some suggestions – including recommending Tallie for expense management. It’s easy to set up, backed by a knowledgeable Product Expert Team, and built by people who know what accountants need. Add on top of this seamless, bi-directional integration to your accounting system, and the solution becomes powerfully clear. Here’s why:

Integrate with Tallie and Customize Your Setup

With your Tallie account synchronized with QuickBooks Desktop or QuickBooks Online, Tallie lets you reimburse your employees and vendors as you need to. Want to bring over checks to reimburse your employees? Done. Need employees mapped to vendors to bring over bills instead of checks? Done and Done.

Are your expenses generally billable? Great! Tallie can map expense categories to service items instead of directly to expense accounts. Now, they’ll look better on invoices and you’ll be able to better track the revenue. Here’s how!

Tallie can also limit class and project selection per person and make these selections optional or mandatory.

Additionally, Tallie enables you to manage your corporate credit card workflow and export these charges as either Credit Card charges in QuickBooks Desktop or Expenses paid by the Credit Card in QuickBooks Online.

Trusted, True Bi-Directional Integration

Not all integration is truly ‘bi-directional.’ Tallie keeps all your information in constant communication with each other. Need to add a class quickly? Add it in Tallie and within seconds it’ll appear in your QuickBooks Desktop or QuickBooks Online. Inactivating or adding projects in QuickBooks? That’s not a problem, Tallie will follow suit.

The idea behind true Bi-Directional Integration is this: When you add, remove or make a change in one system, it’s reflected in both Tallie and your accounting system.

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Approval Flows and Policy Control

Tallie handles complex approval routing. Both sequential routing and monetary approval routing are covered and can be set up dozens of different ways to accommodate your company’s complex needs. Or not so complex – if you only need one or two approvers, we’ve got you covered. Here’s how to set this up.

Policies can be utilized to limit expense categories per user or user’s group, require receipts per expense category or amount and ensure that the individuals your user dined with are listed as attendees on the expense itself.

I always invite anyone interested in Tallie to sign up for a personal product demo with one of our trained experts. If you’d prefer to see Tallie in action for yourself, you can always try Tallie free for 14 days. If you have any questions about Tallie, our integrations, features, or anything else, please don’t hesitate to give us a call at 800-592-5144.