Weekly Roundup – Tech and Accounting

Welcome back to Tallie’s weekly roundup! This week we take a look into how you can prepare for automation, the FIFA corruption case, Google Photos, the possibility of Snapchat going public, and our favorite app of the week. It’s another great week for tech and accounting!

Accounting News

1. Don’t hesitate to automate! Here’s how you can prepare:

Jim Boomer, CIO of Boomer Consulting gives some advice to any company or accounting practice looking to automate their accounting services. Organizations have to start identifying and offering services that move them up the value chain with their ever modernizing clients. Moreover, employees must utilize their expertise and decision making skills to stay competitive in the future job market.

2. FIFA gets ‘red carded’ by the IRS:

The big news in the accounting this week involves the international soccer giant FIFA. The IRS, FBI, and numerous international agencies have officially charged 14 high ranking officials in the Fédération Internationale de Football Association (FIFA) with counts of racketeering, bribery, wire fraud, and money laundering conspiracies. These are all in relation to a long-standing conspiracy to corrupt international soccer. We love soccer at Tallie but we don’t love fraud anywhere, including in your expense report process.

Tech News

3. Snapchat might go public soon:

Snapchat CEO Evan Spiegel reveals his plan for an initial public offering. The company has around 200 million active user and is currently worth $10 Billion. Additionally, Spiegel gives his views on the future of the tech industry.

4. The latest from I/O – Google Photos is here!

At Google I/O on Thursday, Google announced their release of Google Photos – a way to store and manage photos without needing to to use Google+. You can also tag photos and make .gifs! The service is free and offers an ‘unlimited’ amount of storage. Also announced at Google I/O are numerous updates to Android OS, Chrome, and much more.

Tallie’s Favorite App of the Week

5. Tallie’s app of the week comes from our pals SmartVault:

Think of SmartVault as a sort of receipt shoebox optimized for the cloud. It stores documents and images of many different file types that are accessible from any device. Need to whip up an expense report quickly? No problem. Drag and drop your receipt images from SmartVault straight into Tallie and we’ll automate most of your data entry from there. It’s that easy.

Tune in next week for Tallie’s weekly roundup of accounting, technology, and industry partnership news!

Tallie’s June Training Webinar Schedule

Throughout the month of June, we’re offering free weekly webinars to ensure you get the most out of our expense report software.

These webinars provide free training for users, administrators, and approvers alike. Lasting only 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a free June webinar below!

tallie-expense-report-training-webinar-live

TALLIE USER TRAINING

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.

Register:
Tuesday 6/2 8:30 – 9:00 am PST
Tuesday 6/9 8:30 – 9:00 am PST
Tuesday 6/16 8:30 – 9:00 am PST
Tuesday 6/23 8:30 – 9:00 am PST
Tuesday 6/30 8:30 – 9:00 am PST

APPROVER TRAINING

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:
Thursday 6/18 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

1. Provide a tour of the Tallie Accountant Portal.
2. Walk through the client account management process within the Accountant Portal.
3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
4. Answer any and every Tallie question you have.

Register:
Thursday 6/11 8:30 – 9:00 am PST

Thursday 6/25 8:30 – 9:00 am PST

ADMINISTRATOR TRAINING

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 6/4 8:30 – 9:00 am PST

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

Weekly Roundup – Future of Accounting, Tech, and New Partnerships

Welcome back to Tallie’s weekly roundup! In this week’s edition we dive into the benefits and adoption rate of automated accounting technology, new tech partnerships, our favorite app of the week, and the latest in the Tallie world. It’s a great week for tech and accounting!

Accounting and Tech News

  1. Innovation is the name of the modern game.

Accounting Today Editor-in-Chief Dan Hood and CPA.com CEO Erik Asgeirsson discuss the role of cloud technology in business in addition to the current adoption rate of new accounting technology. The early adopters and early majority have already integrated cloud accounting into their practice, now we’re starting to see shift to the late majority. Dan Hood also argues that new opportunities for success will open up to your business if you decide to adopt cloud technology.

  1. Can automation work for you?

Kris Merritt outlines the benefits of cloud-based automated accounting software – such as time saving, cost management, compliance control, and painless expense reporting. With the right automated accounting and expense management tools, your business can really thrive from saving time and money and by having the freedom to focus more on other tasks.

  1. I’ll take an extra shot of Spotify, please!

Tech’s most freshly brewed partnership is Starbucks and Spotify. If you are a customer (or an employee) of Starbucks and you are a Spotify Premium subscriber, soon you can literally pick the playlist for your coffee purchasing and drinking experience. This partnership is the latest of many strategic relationships with Spotify and other major organizations, including Vice and Comedy Central.

Tallie’s Favorite App of the Week

  1. Tallie’s favorite app of the week is Xero!

Xero is an extremely sleek, efficient, and powerful cloud-based accounting solution designed for small businesses. On top of it all, it’s easy to use and you can access your data on multiple devices. Want to integrate it with a third party software? Xero has a marketplace for integrated softwares like Tallie right on their website. Cloud accounting just got easier.

Tallie News

  1. McGladrey LLP Selects Tallie

This week we announced our new partnership with Top Global Accounting Firm McGladrey LLP. We are beyond excited to provide clients of their Finance and Accounting Outsourcing and Technology and Management Consulting practices with our award-winning automated expense management solution.

Tune in next week for Tallie’s weekly roundup of accounting, technology, and industry partnership news!

Tallie Expense Report App: iOS v3.0 is Here!

Our team is thrilled to announce the launch of the latest Tallie iOS App (v3) on the Apple App Store. This update is packed full of new and exciting updates to boost your mobile experience.

This iOS app update is a big one – we heard your valuable feedback and addressed many of your top requests. This new Tallie iOS app is fully synchronized with the desktop Tallie experience. We are now smoother than ever and much faster to boot. We’re really proud of our new Tallie iOS 3.0 App for many reasons. Check out some of the highlights:

Add expenses quicker than ever before in Tallie.

  1. Create or Edit Mileage Expenses

Create mileage expenses by entering your beginning and ending destination. Tallie will calculate the mileage reimbursement rate for you!

  1. Add New Expenses In Seconds

Tap once to take a receipt photo. It’s as simple as that. Open the app, tap to take a photo, and submit your expenses. tallie-expense-report-mobile-ios-app-v3

  1.  Add & Edit Expense Details in App

The Tallie iOS app now offers an improved design for adding and editing expenses. Cleaner, smoother, and less clicks involved to ensure all expense details are submitted correctly.

  1. Upload Multiple Receipts At Once

Let’s say you are out on a business trip and don’t have time to immediately create your expense report. Simply snap a photo of each receipt throughout the day (even when offline) and upload them together later that night.

Tallie’s Improved iOS App Functionality

The ability to add expenses to a new or existing expense report is now easier than ever. What’s even better? We’ve improved the design of Tallie’s duplicate detection and ‘Out of Policy’ flagging features in the iOS mobile experience.

tallie-expense-report-app-mobile-4     https://blog.usetallie.com/wp-content/uploads/2015/05/tallie-expense-reports-app-5.png

Lastly, for Tallie customers this mobile iOS update also includes support for custom dimension names and new dimensions (ie customers, locations).

We know you’ll love these updates as much as we do. Download the latest Tallie iOS App (v3.0) today! As always, the updates don’t stop here. We are 100% committed to delivering the best expense report software solution on the market, and that’s only possible from valuable user feedback.

Wait no further – Download the latest version of Tallie iOS v3.0 now!

For our awesome Tallie Android app users – don’t worry – many of these features were launched for your back in December. However, new features are on the way!

What are your favorite new features of the latest Tallie iOS App (v3.0)? Tell us in the comments below!

McGladrey Selects Tallie as an Expense Management Solution

SAN FRANCISCO– May 18, 2015 – Tallie, the leading SaaS expense reports innovator, announced today that they have signed an agreement with McGladrey LLP, the nation’s leading provider of assurance, tax and consulting services focused on the middle market. Through this partnership, McGladrey will provide its clients with a robust and cost-effective expense management solution.

“With the innovation occurring in technology and mobility today, businesses face an entirely unique set of financial and accounting challenges,” said James Cashin, partner at McGladrey. “We selected Tallie as a strategic expense management partner because of their extensive integrations, flexibility and ease of use.”

“McGladrey understands that modern businesses need to be nimble, efficient and automated, where appropriate, to be competitive,” said Chris Farrell, CEO of Tallie. “That’s why we’re excited to partner with them in offering Tallie as part of their IT solutions stack. We built Tallie to do most of the work for the employee, the accountant and IT, so they can focus on the business at hand. We’re looking forward to bringing this to McGladrey clients to enhance the already robust services that McGladrey provides.”

For more information about the services McGladrey provides, visit www.mcgladrey.com.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem.  In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About McGladrey

McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. McGladrey is a licensed CPA firm, and serves clients around the world through RSM International, a global network of independent accounting, tax and consulting firms. For more information join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.

McGladrey Contact:

Katie O’Brien, Senior Marketing Associate

McGladrey LLP

617.241.1406

katie.obrien@mcgladrey.com

Tallie Investor Contact:

Nick Kormeluk, Chief Operating Officer

949-500-0003

nick@tallie.com

Tallie Press Contact:

Marisa Hagerman, Waggener Edstrom Communications

415-547-7017

tallie@waggeneredstrom.com

Rehmann Selects Tallie as Exclusive Expense Management Solution for its SkyBooks Cloud Solution

29th Largest Accounting Firm Chooses Tallie for Its Client Accounting Services Practice

SAN FRANCISCO, CA – May 12, 2015 – Tallie, the leading SaaS expense management innovator, today announced that Rehmann, the 29th largest accounting and financial services firm in the country, has selected Tallie’s award-winning software as the exclusive expense report solution for its SkyBooks cloud-based accounting and financial management solution.

“We selected Tallie for its unprecedented integrations with major accounting systems, as well as its ability to save our clients countless hours of time spent on expense management,” said Sharon Berman, Principal at Rehmann. “We are constantly seeking new ways to add value to our accounting services. Tallie’s industry-leading software provides our clients with a robust, automated solution to streamline the expense management workflow, prevent employee fraud, and future-proof themselves against a changing industry.”

“Rehmann’s SkyBooks cloud accounting and financial management solution allows businesses to place their books in the hands of experts, empowering clients to manage their companies with increased efficiency and reduced cost,” said Chris Farrell, CEO of Tallie. “We’re thrilled to have Rehmann as a partner in our Tallie Key Program, and admire their devotion to providing the best possible services, financial strategies, and tools to ensure their clients’ success.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving time and money for businesses. It automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. Clients also receive immediate policy alerts for stronger fraud prevention. Additionally, its industry-leading mobile interface, rapid automated data capture, and deep accounting and bill pay software integrations sends expense data quickly and accurately with minimal client effort or manual data entry.

The Tallie Key Program provides firms with upfront, strategic planning and dedicated support that aligns technology solutions and business strategy to maximize Business Process Outsourcing growth and performance. Tallie helps drive business growth through collaborative communication focusing on three core areas; enablement, monetization, and innovation. Using proven methodologies and best practices, Tallie enhances the trusted advisor role while achieving outstanding results for firms and their clients.

For more Tallie news, visit our press room, read our blog, watch our video and follow us on Facebook, LinkedIn, Twitter, Google+and YouTube.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem.  In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration.  Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About Rehmann

Rehmann is a fully-integrated financial services firm of CPAs & Consultants, Wealth Advisors and Corporate Investigators dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally. The firm offers a cross-functional team approach that gives clients direct access to a professional in any available service. Rehmann is ranked as the 29th largest firm in the United States, with 800 associates in 19 offices located in Michigan, Ohio, Florida and Indiana. Rehmann is a member of Nexia International, allowing them to provide a global approach for their clients. Online at rehmann.com.

 

Tallie Investor Contact:

Nick Kormeluk, Chief Operating Officer

949-500-0003

nick@tallie.com

 

Tallie Press Contact:

Marisa Hagerman, Waggener Edstrom Communications

415-547-7017

tallie@waggeneredstrom.com

Weekly Roundup – Accounting, Tech, and New Partnerships

Welcome to Tallie’s Weekly Roundup! In this space, we’ll keep you up to date with news and events from the accounting and tech industries and beyond. Topics featured this week include new software partnerships, the future of accounting, Disrupt NY, our favorite apps, and news about Tallie.

1. The Dynamic Duo of Integrated Software
They were once competitors, but now they’re partners.  Earlier this week, Microsoft and NetSuite announced a cloud alliance, which means you can now use NetSuite ERP and Microsoft Office in the same interface.

2. Evolve with the cloud or step aside
Dan Burrus, the Maryland Association of Certified Public Accountants (MACPA), and the Business Learning Institute (BLI) are releasing a tool called  “The Anticipatory Organization: Accounting and Finance Edition” that intends to instill a proactive anticipatory mindset in CPAs. They must identify new industry trends adapt to new accounting technologies or they will not stay competitive.

3. Clean water newcomer wins Disrupt NY!
The winner of this year’s Disrupt NY Battlefield is Liquidity, a startup company based out of Alameda, CA that specializes in making nanofiber based water filters that are adaptable to multiple kinds of filtration systems. Their filters can even go on top of a water bottle, so you have access to clean drinking water wherever you go. This is huge for consumers everywhere who do not have access to potable water and are in danger of contracting common diseases like E. coli and Salmonella.

Tallie’s App of the Week

4. Our favorite app of the week comes from one of our pals, Quickbooks Online.
Quickbooks Online is awesome because it’s flexible for your small to medium sized business, stores your data in the cloud, and you can access it from your PC, smartphone, and tablet. Also, if you integrate it with a software like Tallie, all of your employee and client data will effortlessly transfer over.  No problem.

5. Moss Adams, LLP is now using Tallie for their expense reporting needs. 

Earlier this week, we announced our partnership with Moss Adams, LLP, the 15th largest accounting firm in the nation. “Tallie is part of the ecosystem of tools that are shaping the future of the industry,” said Larry Kammerer, Partner at Moss Adams. “Our outsourced accounting team chose Tallie because they have the expense solution that saves time and money. Tallie is an excellent business partner that helps us grow our practice and add new markets.”

Tune in next week for Tallie’s weekly roundup of accounting, technology, and industry partnership news!

Moss Adams Selects Tallie as Expense Management Solution

Moss Adams Selects Tallie as Expense Management Solution

Top 100 Accounting Firm Chooses Tallie for Its Client Accounting Services Practice

SAN FRANCISCO, CA – May 5, 2015 – Tallie, the leading SaaS expense management innovator, today announced that Moss Adams LLP, one of the largest accounting and business consulting firms in the nation, has selected Tallie’s award-winning software as the primary expense report solution for its outsourced accounting group.

“Tallie is part of the ecosystem of tools that are shaping the future of the industry,” said Larry Kammerer, Partner at Moss Adams. “Our outsourced accounting team chose Tallie because they have the expense solution that saves time and money. Tallie is an excellent business partner that helps us grow our practice and add new markets.”

“Moss Adams pioneered the way for Cloud accounting, dramatically improving the industry’s potential for innovative, specialized services,” said Chris Farrell, CEO of Tallie. “Their technological expertise, profound understanding of client needs, and emphasis on high-level financial analysis have cemented their reputation as a world-class firm. We are honored to have Moss Adams as a Tallie Key Program Partner.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving time and money for businesses. It automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. Clients also receive immediate policy alerts for stronger fraud prevention. Additionally, its industry-leading mobile interface, rapid automated data capture, and deep accounting and bill pay software integrations sends expense data quickly and accurately with minimal client effort or manual data entry.

The Tallie Key Program provides firms with upfront, strategic planning and ongoing dedicated support that aligns technology solutions and business strategy to maximize Business Process Outsourcing growth and performance. Tallie helps drive business growth through collaborative communication focusing on three core areas; enablement, monetization, and innovation. Using proven methodologies and best practices, Tallie enhances the trusted advisor role while achieving outstanding results for firms and their clients.

For more Tallie news, visit our press room, read our Blog, watch our video and follow us on Facebook, LinkedIn, Twitter, Google+and YouTube.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About Moss Adams

A leader in assurance, tax, consulting, risk management, transaction and wealth services, Moss Adams has a staff of over 2,000 that includes more than 250 partners. Moss Adams focuses on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams. www.mossadams.com

Tallie Investor Contact:

Nick Kormeluk, Chief Operating Officer

949-500-0003

nick@tallie.com

 

Tallie Press Contact:

Marisa Hagerman, Waggener Edstrom Communications

415-547-7017

tallie@waggeneredstrom.com

Tallie 10.6 Release Notes: New Features for Intacct Admins and Tallie Product Enhancements

Version 10.6 of Tallie is now live! Read on to learn about our new Intacct enhancements, expense tile preview, mass update for expense categories, support for custom list names, and more!

New Features for Intacct Administrators

Five Dimensions Selectable on Each Expense

Admins can visit the Features page to choose which dimensions users may select when entering new expenses. This includes support for the five standard dimensions, and allows users to select not only on the expense category, but the following: Project, Customer, Department, Class and Location.

Tallie-expense-reports-five-selectable-dimensions

Exporting to Cash Management and Creating Charge-Card Transactions

Most Intacct users manage credit card transactions one of two ways. The first is through AP, creating a bill in Intacct to debit the corresponding bank account. The second is through the Cash Management module with Charge-Card Transactions, which Tallie is now proud to support.

To set up the latter in Tallie, simply to go Integrations & Sync, click on Export Settings and set the Non-Reimbursable Expenses to Charge Card Transactions.

Tallie-expense-reports-non-reimbursable-expenses-charge-card-transactions

After selecting your export preferences, you may add your card and designate it as non-reimbursable. It can then be mapped to the appropriate Cash Management Account and corresponding charge card account in Intacct.

Upon export, go to Intacct’s Cash Management, then click on Charge-Card Transaction to see the list of charges.

Tallie-expense-reports-intacct-charge-card-transactions

Each expense item will be listed as a separate transaction. If itemized, any itemizations appear within the transaction.

Support for Custom Dimension Names

One of Intacct’s strengths is the flexibility it gives users, such as the ability to rename dimensions. Now, Tallie allows lists to be re-named to match the preferences of the accountant and their supported system.

To enable this feature, first go to Company Preferences, then Customize, and click Rename List. This will take you to the following menu, where you can rename both the singular and plural of each of the list names – keeping the expense submitters on the same page as the rest of the organization.

Tallie-expense-reports-custom-list-names

Product Enhancements

Mass Update for Expense Categories

Tallie’s Mass Update option (found in the Manage Lists area), allows you to apply your change(s) to multiple selected items at once. With this release, Mass Update can also be used for Expense Categories. This enhancement allows admins to make changes in active status or payment memo in one fell swoop.

Tallie-expense-reports-mass-update

Features Page: Review of Expenses Tiles

As before, the Features page allows you to determine which expense data should be selectable or subject to certain rules. Now, you can preview how the expense tile will look to users.

Tallie-expense-reports-expense-item-data

Expanded and Improved Foreign Currencies

Tallie has expanded our foreign currency support to include the following:

• Georgian Lari (GEL)
• Czech Crown (CZK)
• Phillippine Peso (PHP)
• Ukrainian Hryvnia (UAH)
• Polish sloty (PLN)
• Zambian Kwacha (ZMK)

The currency drop-down has also been replaced with a scroll bar to make it much easier to navigate to your desired type.

Example of the Currency Scrollbar:

Tallie-expense-reports-currency-list-scroll-bar

Merge Expenses in Approval and Export areas

Admins can review, check and approve expenses on both the Approval and Export pages. Now, Tallie’s merging capabilities have been expanded to allow admins to merge Unsubmitted expenses with those that have already been Submitted and/or Approved.

Tallie-expense-reports-new-merge

We look forward to hearing how these upgrades have made managing your expense reports even easier! If you have any questions or comments, feel free to reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.