Tallie 12.7 Expense Report Software Release Notes

Our focus in the past two months has been to add an alternative authentication method and improve performance in various product areas. We’ve also been laying the groundwork for a new accounting system integration, which will be unveiled this Summer. Until then, read on to learn more about our new features!

Make sign-in to Tallie easier with SAML2.0 Authentication

Companies nowadays adopt a wide array of SaaS web apps to handle all kinds of operations that are essential to businesses. With the convenience of web-based applications comes with unique credentials, which could become a barrier to entry when users lose track of one of the dozen passwords they have to memorize. This is why companies have implemented SAML2.0 as a centralized portal that lets users access multiple external applications using their credentials from the Active Directory.

Our SAML2.0 authentication is Service Provider initiated. In order to leverage this, you must have a 3rd party Identity Provider (IdP) such as OneLogin. Already have that? Contact our Support Team with your SAML2 provider URL and Entity ID to get started!

Various Performance Improvements

We understand how any issue could be disruptive to your day-to-day processes, which is why we continuously explore new technologies and make necessary enhancements to make our product more reliable. In this release, we got to the bottom of some symptoms our users were experiencing, and made adjustments to alleviate or resolve them. These include expense items taking longer than 10 seconds to save on the Purchases page, certain approvers’ inability to view their Approved expenses, and automated syncs for QuickBooks Online not occurring.

Other Enhancements & Bug Fixes

  • Introduced cascading grid on Credit Cards page This results in better space utilization and supports wide monitors by displaying up to five credit card profiles horizontally.

Tallie Expense Report Software - Credit Cards page

  • Removed deprecated credit card connections
  • Fixed the issue where editing expense dates on the Approval page wasn’t permitted
  • Fixed the CSV template builder issue where placeholder text wouldn’t clear

 

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.

Essential Expense Features for Nonprofit Organizations

In the nonprofit world, every dollar counts. Many local and global nonprofit groups struggle to organize expenses. Expense report software can serve as a vital tool to save nonprofit organizations valuable time and money while providing full clarity of their operational spending. We’ve rounded up six essential features that provide nonprofit groups with the necessary elements to optimize their outreach. 

Mobility

Expense report software equipped with mobile capabilities, such as a smartphone app, gives organization employees and volunteers the flexibility to submit expenses in the field and on the go, anywhere in the world. This accessibility increases user compliance and helps organizations reduce operating costs.

Multi-currency

Currency conversion is as a crucial tool for global nonprofit groups. Programs that encompass a spectrum of global currencies take the burden of currency conversion off of the user. This allows volunteers to quickly capture accurate expenses, no matter where they are in the world.

Mileage Tracking

Mileage tracking allows volunteers to track their movement at the touch of a button. Standard IRS reimbursement rates can be applied to record an accurate reimbursement amount in half the time. 

Seamless Integration

Volunteers often pay out of pocket for the bulk of their expenses. As a result, the reimbursement process is vital to the longevity of an operation. Direct accounting software integration allows administrators to approve and export data instantaneously, ensuring nothing slows down your team. 

Accessible Analytics

Nonprofits are annually rated on how they spend their funding. Organizational expenses are broken into three categories:

  • Program Expenses: Expenses that are necessary to complete a nonprofit’s task at hand (for example, pencils and papers needed for a classroom).
  • Administrative Expenses: Expenses related to managing the nonprofit (for example, accounting and legal fees).
  • Fundraising Expenses: Any expenses that contribute to fundraising.

Nonprofit groups receive a higher rating if they put more of their budget towards Program Expenses. Expense report software with built-in reporting facilitates a simple way for organizations to audit their spending behavior in each category.

Activity-Based Pricing

Every dollar of funding counts. Software with activity-based pricing allows nonprofit groups with seasonal volunteers to save immense time and money. With activity-based pricing, organizations are only charged for users who submit expenses on a monthly basis. This relieves organizations from having to regulate active and dormant volunteers.

To see how an advanced expense reporting solution could benefit your organization, request a demo of Tallie.

Live Training Registration

We offer free weekly trainings to help ensure you get the most out of our expense reporting software.

Our  webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free training below!

Tallie User Training

 

Configuring Tallie Settings 

  • Bi-weekly
  • Walk through how to create custom policies and approval levels within Tallie. Also see how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
  • Live Q&A
  • April 2018 Registration: Configuring Tallie Settings
  • Please Note: Beginning April 5th, this training will feature additional content including Corporate Credit Card Transaction Management and Accountant Training
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    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

    Tallie Employee Spotlight: Vita, Implementations Manager

    When Vita Guido walked through the Tallie doors in September of 2014, the team knew they had struck gold. Over the past three years Vita has served as an invaluable asset to the organization, bringing immense product knowledge, contagious positivity, and an uncanny sense of humor to the office every day. We sat down with Vita to learn more about our favorite implementations team manager.

    What do you do here at Tallie?

    I manage a team of three fabulous implementation specialists. We on-board new Tallie and SpringAhead clients. I oversee the process and make sure we get our clients excited, prepared, and ramped up!

    Who is Gizmo?

    He’s the Tallie MVP, unofficial mascot, and employee of the year. He’s also my cat.

    What is your favorite part of working for Tallie?

    The people! I really enjoy working with our Tallie peeps. We are hardworking but have plenty of fun in the office. I also like the flexibility of working with other teams; you’re never tied to your own department. If you’re interested in dev work, for example, you can participate cross-functionally with the engineering team. Now that we’re a family of brands, we can also branch out to our sibling softwares, Certify and Nexonia!

    What makes Tallie different from other companies?

    I really enjoy that every day is different. There is always something new to learn. We are exposed to so many softwares that we become masters of not just our own product but all of our partner integrations too. Giving us expertise and insight into all of these products allows us to help our clients above and beyond.

    First screen name?

    VitaBee4ever and it still is.

    How many countries have you been to?

    Nine and counting! Mexico, Cuba, Iceland, Canada, Japan, and Italy to name a few.

    Which one was your favorite?

    Japan. It was so different from anywhere I’ve ever been. I also loved France for how romantic it was. The southern coast of France is so beautiful.

    We heard you did quite a bit of karaoke in Japan. Do you have a favorite song?

    Life on Mars by David Bowie. Because if you’re not a very good singer you still sound like a pro. Least favorite: Pork and Beans by Weezer (don’t ask).

    Where do you want to travel next?

    Back to Mexico! My family is from there, and I want to experience it as an adult. A pilgrimage to the motherland, if you will. Chile and Argentina are also on my list.

    Favorite Bay Area restaurant?

    A16 in Rockridge and The Hideout in Lafayette.

    What is an Instagram account people should be following?

    Poorly drawn lines and Ketnipz.

    What is your advice for women interested in pursuing a career in tech?

    Go for it. I believe women should absolutely pursue careers in tech. There is a stigma that tech has a bro culture, but I wholeheartedly believe there’s an equal space for women. Women should shouldn’t be afraid to dive into more technical roles and fundamentals like SQL. I think Tallie has done a great job of giving those opportunities to women. A lot of our employees started in support and have been able to move into more technical roles.

    What is one question you wish you were asked in an interview?

    How would you explain email to your grandma?

     

     

     

    Ready to say “goodbye” to manual data entry and “hello” to seamless, deep integrations with your favorite accounting systems? Use Tallie’s powerful expense management software FREE for 14 days – no credit card or commitment required. Give it a try by signing up today. Care for a walkthrough by a trained expert first? Contact us to schedule your free Tallie product demo now.