With each Tallie release, we try to improve and enhance our customers’ experience, particularly in areas of critical importance. Soon, we will be releasing some changes to our corporate credit card transaction importing functionality, which may require some planning and adjustment for our customers. We know it’s important for our customers to plan ahead for change, which is why we’re sharing this information now. The end result will be a much improved experience, and our Product Experts will be available to help you if a change is required. Read on for our planned changes:
Introduction of New Bank-Direct Data Transfer Connections
Beginning in early December, we will begin offering a brand new service for corporate credit card management. Tallie will give you the tools to establish an agreement with the issuing bank for each of your credit cards which, once signed, will grant the authority to the bank to provide regular transfer of credit card transaction details for all cardholders directly to Tallie, without any intermediary.
Upon release, we will be able to support standard data feed formats from American Express, Visa and MasterCard. If you hold a different brand of card, please reach out to our Product Experts to review the potential data formats available.
Early Action Steps
Tallie will not be offering beta access, however you may work with the Product Expert team to get the agreement in place with your bank and begin the data transfer process early. This will allow the Product Expert team to confirm data is being received properly and ensure that you will be able to take advantage of the feature when it is released.
Guaranteed Multi-Card Support
As long as the bank provides identifying details in the transfer file to distinguish between cards, such as last four digits or cardholder name, Tallie will automatically recognize each card’s transactions and route those to the appropriate card.
Planned Sunset of Third Party Aggregation Feeds for Card Accounts with Multiple Cardholders
At the end of the year, we will terminate support for our multi-cardholder credit card feeds from third party card aggregators in favor of our new bank-direct feature. Single card feeds will not be affected by this change.
If a multi-cardholder feed experiences an issue between now and our termination date, our Product Experts will offer you one of four interim solutions:
- If the card is issued by Chase, American Express, Citi or Silicon Valley Bank, a Product Expert can work with you to establish a “direct connect” OFX connection between Tallie and the bank
- You may request individual login credentials from the bank for each card, then connect directly to each of these cards via an aggregated feed
- You can create a profile for statement upload for each card, then perform a statement upload procedure on each profile
- Begin the process to establish a bank-direct data transfer connection early by reaching out to your Account Manager
For complete documentation, please visit our How to Transition off of Multiple Card Accounts help document.
Connection Transfer for Some Single-Card Accounts
In early November we will be shifting providers for some of our single-cardholder credit card feeds. If your credit card is affected, a Product Expert will be reaching out directly to the administrator of your account to reconnect via a new provider.
Feel free to contact support for any questions related to these alternative card connection options. We can be reached by email at firstname.lastname@example.org, over the phone at +1-888-874-1118 x2 or via live chat in product. Please excuse any prolonged wait times for responses as we are assisting each respective client and thoroughly addressing all concerns.