Tallie Expense Reporting Software – June Webinar Schedule

During the month of June, we are running free weekly webinars on a variety of subjects to make sure that you get the most out of our expense reporting 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.

Register for a free June webinar below!

TALLIE USER TRAINING

  1. Run 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 might possibly have.

Register:

Tuesday 6/7 8:30 – 9:00 am PST

Tuesday 6/14 8:30 – 9:00 am PST

Tuesday 6/21 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 6/28 8:30 – 9:00 am PST

ADMINISTRATOR TRAINING

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

Register:

Thursday 6/2 8:30 – 9:00 am PST

Thursday 6/23 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 6/16 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense reporting features that you may utilize in Tallie.
  2. Review customization and options of your account’s configuration.
  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 6/9 8:30 – 9:00 am PST

Thursday 6/30 8:30 – 9:00 am PST

If you have any questions about Tallie’s expense reporting 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!

Clarity in Your Inbox: Tallie Expense Report Software 10.11 Release Notes

Just a couple of weeks ago we issued a major release to our underlying structures and services, which our VP of Engineering Mark Milbourne outlined in his post Balancing Reliability with Innovation: Updates to the Core of our Expense Report Software. Today, we pushed updates to smooth over some issues that arose as a result of that release. But it’s not just about fixing issues — we wanted to give you a shiny new feature to enjoy as well!

Introducing New Descriptive Subject Lines for Email Notifications

Tallie Expense Report Software - Descriptive Email Subject Lines

Tallie now helps you understand the actions required on each expense report by providing descriptive subject lines.

Now, all notifications sent from Tallie regarding your company expense reports will include key criteria in the email subject line, including report ID number, total value of the report and the company account the expense report can be found in. Additionally, approvers’ emails include the submitter’s name in the email subject line and submitters’ rejection notification include the name of the approver who rejected their report.

Tallie Expense Report Software - Submission Notification to Approver

Tallie’s new email subject line as seen by approvers when notified of a new company expense report needing review and approval.

Tallie Expense Report Software - Rejection Notification to Submitter

Tallie’s new email subject line as seen by submitters when notified of a company expense report that has been rejected by an approver.

Tallie Expense Report Software - Approval Notification to Submitter

Tallie’s new email subject line as seen by submitters when notified of a company expense report that has been approved.

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