Tallie Expense Report Software February Webinar Schedule

Throughout the month of February, we are 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 February! Tune in next month for more special webinars.

Register for a free February 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 2/2 8:30 – 9:00 am PST

Tuesday 2/9 8:30 – 9:00 am PST

Tuesday 2/16 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 2/23 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 2/4 8:30 – 9:00 am PST

Thursday 2/25 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 2/18 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 2/11 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!

We love our admins! Tallie Expense Report Software 10.10.2 Mini Release Notes

You know that moment when you’ve built something and you can’t wait to show it off? We know the feeling. Sometimes we just can’t wait for a release to deliver you some great new features. Announcing Tallie’s mini-release 10.10.2 featuring admin expense management goodness!

Quick Code Search

Tallie Expense Report Software Search by Code

When coding expenses to list data in Tallie, you can now search by code as well as name.

Was this expense for the Lead Generation sub-department of Marketing or was it for the Direct sub-department of Marketing? In many accounting systems, these departments are represented using codes as well as names, like 410 and 412, for instance. To some of you expense coding goes super quick if you can just type in code 410 and rest assured that the expense is getting coded to Marketing:Lead Generation. Well, now you can! Tallie supports this feature for all lists that feature accounting codes: customers, projects, departments, classes and locations.

Quick Masquerade Access & Switch

Tallie Expense Report Software Masquerade from Menu

Admins can quickly enter masquerade mode by selecting “Begin Masquerade” from their user menu.

Tallie’s masquerade mode is a feature that saves admins a ton of time, by enabling them to act as the user in their account and move expenses through the system. We’ve updated this feature in the mini release to save even more time. Now, you can access masquerade mode from any screen and easily switch between users just by selecting a new person from the header.

Tallie Expense Report Software Enter Masquerade

Once in masquerade mode, an admin may select a user to perform actions on that user’s behalf.

Finally, entering and exiting the mode is as simple as making a selection from the user menu in the upper right of your screen.

Tallie Expense Report Software Switch User

While masquerading as a user, you may switch users or exit masquerade mode.

Do these updates help your workflow? Send us your thoughts on the latest version of Tallie expense report software – we love your feedback. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Levi’s Outsourcing and Accounting Robots

One of the most interesting articles I read last year was also one of the most obscure. Levi Strauss announced in July that they were outsourcing their entire Finance and Accounting function:

The move is the last part of Levi Strauss’ global productivity initiative, announced last year and designed to shave $175 million to $200 million annually from the company’s expenses.

Two things are remarkable about the announcement. First, instead of selecting functions such as Accounts Payable, Levi’s is outsourcing the whole enchilada. Second, it’s Levi’s. The company has been around since before Lincoln was president. These days, they operate a global wholesale and retail business that has far more complicated logistics than the average hoodie-wearing startup.

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