Tallie Expense Report Software January Training Schedule

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

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts. Take advantage of our special webinar topics available only in January! Tune in next month for more special webinars.

Register for a free January webinar below!

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 1/5 8:30 – 9:00 am PST

Tuesday 1/12 8:30 – 9:00 am PST

Tuesday 1/19 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 1/26 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 1/7 8:30 – 9:00 am PST

Thursday 1/28 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 1/21 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 1/14 8:30 – 9:00 am PST

If you have any questions about Tallie’s expense report software 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!

More Options & Better Performance: Tallie Expense Report Software 10.10 Release Notes

Fresh on the heels of our updated expense report app for iOS and Android, we’re happy to announce the release of Tallie expense report software v10.10. We focused on giving our account administrators a greater range of options for managing Tallie accounts and spent quite a bit of time improving overall Tallie performance. Additionally, we’ve released a brand new status page at status.tallie.com, which you can use to track Tallie uptime. If you’d like to be the first to know about our scheduled maintenance or performance issues, subscribe to updates on that page. Here are some more details on the release:

Drop-Down Menu Performance

When it’s time to code your expenses to classes, projects and other accounting list data, you want the process to be quick and painless. We’ve introduced a few solutions to help you along.

Tallie Expense Report Software Improved Drop Down Menu Performance

Visual Display of Relationships
Let’s say you have multiple layers of projects, departments or locations. We now help you sort through this data by displaying parent-child relationships with visual indentation in the lists.

Search by Parent Project
For our customers who use the Tallie projects list to manage multiple jobs for each of their clients, we’ve built the ability to search for sub-projects by the parent name.

Accounting Code Display
If your company uses codes to reference classes, locations, customers and any other list data, we’ll show those codes to you in the drop down menu as well.

Billable Feature Controller

We originally built Tallie with professional service providers in mind, giving them powerful tools to track expenses against customers and jobs, as well as the flexibility to bill expenses directly back to clients. As it turns out, many of our customers who love Tallie actually don’t have any need for these project billing features. With this release, we’re offering the ability to hide this functionality for all your users, right from the Features page in the Company Preferences area of Tallie Settings.

Tallie Expense Report Software Billable Feature Controller

Integrations Performance

Tallie’s best in class direct integrations with QuickBooks, QuickBooks Online, Bill.com, Intacct and Xero are constantly being tuned and improved. Plus, our recently released scheduled file data transfer integrations for other accounting and practice management systems are getting regular improvements as well. Here are a few of the enhancements we offer with this release:

Tallie Expense Report Software Syncs with Bill.com and QuickBooks Online

Certified Support for Bill.com’s Sync 2.0 for QuickBooks Online
Tallie is the only expense report software offering simultaneous integration with both Bill.com and an accounting system. Bill.com recently upgraded their support for QuickBooks Online, and this release guarantees simultaneous support for customers using the Sync 2.0 between Bill.com and QuickBooks Online. Plus, we’re now ensuring that Tallie always syncs with both QuickBooks Online and Bill.com, even if your Tallie environment is configured to export only to Bill.com.

Fewer Sync Errors
Tallie uses sync errors to communicate when issues need to be addressed in communicating with other systems, but sometimes the sync errors can be extra unnecessary information. We’ve suppressed some of these basic errors so you can enjoy Tallie without the extra chatter.

Improved Processing of Massive Files
We have a few customers who use our file data transfer integration to send tens of thousands of projects to Tallie from their practice management systems. We’ve updated how we work through those files to get better performance than before.

Feature Improvements

In addition, we made a couple of additional functional improvements to Tallie. They include:

  • More improvements were made to the duplicate detection algorithm to make it more accurate
  • We added two new currencies: Vietnamese Dong and Mozambican Meticals
  • We’ve begun a process to help resolve issues with duplicated transactions delivered to Tallie from credit card bank transaction feeds. This release should provide some improvement, with more to come.

Bug Fixes

There were also quite a few small issues resolved in this release. They include:

  • Custom payment memo is applied to item-mapped credit card transactions in Xero, QuickBooks Online and QuickBooks Desktop
  • When exporting paid bills to BIll.com, the invoice date now always matches the process date
  • Some customers reported issues in viewing HTML receipts after export to Bill.com. We’ve resolved that issue.
  • Our usage graph that we provide in the Billing area to track your usage to date showed a false spike half way through last month. We’ve resolved that issue as well.

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.

Time to upgrade! Tallie Expense Report App v3.3 Released for Android & iOS

Celebrate the season with updated Tallie apps just in time for the holidays! Our new expense report app for Android and iOS features enhanced stability in low connectivity environments, manual select-to-merge features and the option to share to Tallie from your camera library. Go ahead and upgrade your app*, you deserve it.

*Depending on your operating system there may be a delay in availability, so please be on the look out over the next week or so.

Select-to-Merge Expenses in the App

Let’s say you’ve got a receipt and a matching credit card charge that you would like to merge into one expense? Simply select both expenses by tapping on the circular icon on the left side of the screen, then tap to merge. In the iOS app, this option will appear on the bottom of your screen. In the Android app, it will either appear in the header or the overflow menu, depending on your screen width.

Select to merge functionality in the Tallie expense report app for iOS

Selecting more than one expense in the iOS app causes the expense functions to appear on the bottom of the screen. These include, select all, merge, move to report, and delete.

 

Select to merge in the Tallie expense report app for Android

In narrower Android screens, the merge function appears in the overflow menu.

 

Share Images to the Tallie Expense Report App

We’ve configured Tallie to work with the share functions of both iOS and Android camera libraries. On both iOS and Android it’s quick and easy to access the camera from the lock screen. Now, you can take receipt photos with your basic phone or tablet camera as you incur them, then batch import them into Tallie using the share functionality.

Share to Tallie from your iPhone or iPad…

Share receipts from the iOS camera to the Tallie Expense Report App

From your camera roll, select multiple images, tap the Tallie icon, then select the destination expense report.

Share to Tallie from your Android phone or tablet…

Share receipts from your Android camera to the Tallie Expense Report App

From your camera library, select your images, then tap the share icon. Select Tallie from the app list, then select the destination expense report.

Bug fixes!

Each time you update your apps you might notice notes from developers that tell you about bug fixes. What do we mean by that? Well, a bug is an issue with a piece of software that prevents the software from completing an intended function. We conduct extensive testing here at Tallie before we release updates to our expense report software and expense report apps, but thanks to some wonderful feedback from our customers, we’ve found a few ways that we can improve. Here’s a high level list of the bugs we fixed with this update:

  • Reliability and stability of the apps has been greatly improved when connectivity is low
  • Some customers experienced long delay in loading the app
  • Some customers experienced long delays in searching for results in project lists
  • Some customers who used long names for their project, department, location, class or customer lists were not able to see the full name

Happy holidays from Tallie!

We love your feedback, because it helps us improve the experience for everyone. Let us know how these updates to our expense report app experience help your workflow. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

HoganTaylor Deploys Tallie as Expense Report Software Solution

Leading Accounting Firm Deploys Tallie for Firm-Wide Use

SAN FRANCISCO, CA – December 2, 2015 – Tallie, the leading mobile SaaS expense report software innovator, today announced that HoganTaylor LLP, one of the nation’s leading regional accounting firms, has deployed Tallie for firm-wide internal use.

“In evaluating expense report software solutions, our critical decision points were recapturing wasted administrative time for our professionals without compromising accuracy, workflow or process,” said Steve Perkins, HoganTaylor’s Chief Information Officer. “By our estimates, Tallie saves us approximately two hours a month per professional in expense handling and reporting time. We are seeing an immediate and meaningful ROI”.

Perkins adds, “After completing our extensive selection process, we found Tallie to be best in class for both our professionals in the field and back-office. Tallie shares our vision of leveraging technology to provide businesses with the fastest, most efficient and cost-effective accounting solution possible. They worked closely with our team to build a fully-integrated, end-to-end workflow that includes interfaces with our practice management, general ledger and banking systems. We are very pleased with the outcome.”

“HoganTaylor is well known for providing industry-leading service. Their philosophy and business vision are exceptional and it shows in everything they do”, said Chris Farrell, CEO of Tallie. “We are very pleased to support them in their mission and look forward to meeting their evolving and growing needs.”

Tallie is an efficient, accurate expense reporting and management system that automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. In addition, Tallie’s deep accounting, practice management and bill payment software integrations dramatically reduce the burden for accounting staff.

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

 

About Tallie

Tallie is the leading mobile SaaS expense report software 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 HoganTaylor

HoganTaylor LLP is one of the largest public accounting firms in the Oklahoma and Arkansas region with offices in Tulsa, Oklahoma City, Fayetteville and Little Rock. The firm was ranked number 113 in the 2015 Inside Public Accounting’s “IPA 200” list, which ranks the nation’s largest accounting firms by U.S. net revenue.  HoganTaylor provides comprehensive tax, assurance, accounting, risk and business advisory and CFO services and has extensive experience in a variety of industry sectors.

Tallie Contact:

Nick Kormeluk, Chief Operating Officer
949-500-0003
nick@tallie.com