Our October 9.20 release is live! With it comes a number of user enhancements and features. To make our expense report submitters’ lives even easier, we’ve made some of the following changes:
- Expenses can now be sorted on the Purchases page
- Tallie’s Mileage feature is now powered by Google Maps
- In addition to defining projects, classes, and departments, administrators can now issue company-wide or expense category defaults for their users’ expenses.
Sort By Feature on the Purchases Page
Now, when visiting the Purchases page, users can sort expenses by date, amount, merchant, expense category, department, class or project. Not only is this helpful if you wish to reorganize and review your purchases, it can be especially convenient when editing expenses en masse. For example, users can sort all of their transactions by merchant, select specific expenses from that list, and then perform a mass edit of the categories, all in a matter of seconds.
Mileage Feature is Powered by Google Maps
Our mileage tracking features have been significantly upgraded with the implementation of Google Maps. Locations are found quicker, which leads to faster and more accurate results. And from an aesthetic standpoint, the maps themselves look better and more detailed.
Billable/Non-Billable Defaults to be Set by Expense Category or by Company
When setting up expense categories or reviewing the Features area, administrators will now be able to determine both the billable status, and whether a project type needs to be set. They can also check a box to prevent users from altering the billable status of items within certain expense categories. For more information, check out our guides on how to configure expense categories, and on using the Features tab to set company-wide defaults for project and class reporting.
Tallie is dedicated to reducing the amount of time and effort our users spend on each expense report. With these updated features, the process of creating, submitting, and approving expense reports has never been easier. If you have any questions about how these changes will improve your accounting workflow, feel free to reach out to our support team at 1-888-874-1118 or through firstname.lastname@example.org.