6 Ways to Stay on Top of your Expenses with Tallie

We’ve all been there, hustling through a business trip, meeting clients, crushing projects, kicking tail, until suddenly your trip is over and your expense report is blank. You rack your brain, retrace your steps, and pray that you left a paper trail. All in an effort to piece together your purchases. We get it, entering expenses can be tedious and time-consuming, especially if you’re using an archaic paper process. Good news: there’s an easier way.

Enter expenses on the fly.

With the Tallie mobile app, you have the flexibility to capture receipts anywhere you take your phone. Any free moment is an opportunity. As soon as you’re handed a receipt, swipe open the app and snap a photo.

Record it as it happens. 

Feel free to open and edit your expense report as many times as needed. You can enter your expenses as the day unfolds, little by little. The easy-to-use interface allows you to plug in expenses in half the time so you can get back to the grind.

Preload it.

Let Tallie take manual data entry off your plate. Code your project, location, class, and department ahead of time for your convenience. Once you’re ready to enter an expense, the bulk of the details will already be coded for you.

Connect your card.

Connect your corporate credit card and let Tallie automatically pull your credit card charges onto an expense report.

Send in your mail. 

Easily pull in any email receipts by forwarding your receipts to  receipts@tallie.com. Whether the receipt is a PDF or in the body of the email, Tallie will capture it.

Erase your mistakes.

Submit an expense report that’s missing something? Call it back with the “unsubmit” button, make your changes, and send it back to your approver at the touch of a button.

Tallie Expense Reports – January Webinar Schedule

Throughout the month of January, we will be presenting free weekly webinars to help ensure you get the most out of our expense reports 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. In addition, a recording of your webinar will be emailed to you the next business day.

Register for a free webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports on web and mobile app.
  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.

Registration Link: Registration for Tallie User Training Webinars

  • Tuesday, January 2nd, 1:00 – 1:45 PM PST / 4:00 – 4:45 PM EST
  • Tuesday January 9th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday January 16th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday January 23rd, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday January 30th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

 

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 real time integration.
  3. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Administrator Webinars

  • Tuesday January 9th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
  • Tuesday January 23rd, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

 

CORPORATE CREDIT CARD TRAINING FOR ADMINISTRATORS

  1. Walk through the corporate credit transaction management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Credit Card Administrator Webinars

  • Tuesday January 16th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

 

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking 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 real time integration.
  4. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Accountant Training Webinars

  • Wednesday, January 24th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

 

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

Tallie Expense Reports – December Webinar Schedule

Throughout the month of December, we will be conducting free weekly webinars to help ensure you get the most out of our expense reports 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. In addition, a recording of your webinar will be emailed to you the next business day.

Register for a free webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports on web and mobile app.
  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.

Registration Link: Registration for Tallie User Training Webinars

  • Tuesday, December 5th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, December 12th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
  • Tuesday, December 19th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

 

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 real time integration.
  3. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Administrator Webinars

  • Tuesday, December 5th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
  • Tuesday, December 19th, 8:30 – 9:00 AM PST / 11:30 – 12:00 PM EST

 

CORPORATE CREDIT CARD TRAINING FOR ADMINISTRATORS

  1. Walk through the corporate credit transaction management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Credit Card Administrator Webinars

  • Tuesday January 16th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

 

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking 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 real time integration.
  4. Answer any and every Tallie question you have.

Registration Link: Registration for Tallie Accountant Training Webinars

  • Wednesday, January 24th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

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

Tallie 12.4 Time & Expense Tracking Software Release Notes

The main focus of this release was continuing improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

New CSV Export Fields

We’ve introduced three new CSV Export fields to Tallie, including User Class Default, User Location Default, and User Department Default. These new fields will populate the CSV file with the default class, department or location mapped on the user profile instead of those mapped on the expense.

New fields in the template builder.

 

User default mappings.

Additional Enhancements & Fixes

  • New Currencies: Belarusian Ruble (BYN) , Honduran Lempira (HNL), Cuban Convertible Peso (CUC)
  • When clicking Itemize in the middle of an expense create session, we’ll copy over any existing expense data to the first itemized line so it doesn’t get lost
  • Fixed the issue where the Tallie Time project list doesn’t load past a certain point
  • Fixed the issue where Tallie Time projects were available to users who were not assigned to them
  • Fixed the Semi-monthly pay cycle issue, to ensure it does not skip a week
  • Fixed the issue where Tallie was unable to export vendor credits with class to QBO-connected Bill.com
  • Fixed the issue where approvers, permissions, and bill & pay rates do not save upon creating a new user manually
  • Fixed the issue where the Remind Approver button is disabled if the report contains itemized expenses
  • Fixed Mass Update issues, including the internal server error that comes up when removing Location, Department, and/or Manager from people and the Select All option

 

We look forward to hearing how these upgrades have made managing your time and expenses even easier. If you have any questions or comments, feel free to reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Intacct Advantage 2017: It was a blast, see you again next year!

And that’s a wrap! Intacct Advantage 2017 has come to a close. We hope all who attended this year’s event left the city of lights feeling like high rollers. The conference floor was buzzing in Las Vegas. Thanks to everyone who stopped by to visit us. It was a thrill to debut our combined Nexonia and Tallie booth.

We hope you enjoyed the refreshments and gifts! If you were still up at sunrise, our hangover kits definitely came in handy. Whether you came by for a demo or to recharge your conference juices, we had a great time chatting with new and old friends.

Kudos to our very own Director of UX and Product Engineering, Claire Milligan, who took the podium for a presentation on driving accurate forecasting through employee engagement and financial tools.

And we’d like to thank all of our partners who joined us at Top Golf for our East v. West team shootout. It was a great opportunity to come together for some face-to-face time and friendly competition. We didn’t all hit the greens, but we all took our swings! Bringing so many powerhouse names under one roof is a clear indication of how quickly the fintech industry continues to grow. It’s an exciting time to join the conversation and collaborate with organizations working to better the accounting process.

If you’re still gambling with paper receipts and excel sheets, check us out here. We look forward to seeing you all again at Intacct Advantage 2018!

Expense Solution Software – November Webinar Schedule

Throughout the month of November, we will be conducting free weekly webinars on several subjects to make sure you get the most out of our expense solution software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free November webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports.
  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, November 7th, 8:30 – 9:00 AM PST

Tuesday, November 14th, 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday, November 21st, 8:30 – 9:00 AM PST

Tuesday, November 28th, 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 real time integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday, November 2nd, 8:30 -9:00 AM PST

Thursday, November 30th, 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit transaction management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Register:

Thursday, November 9th, 8:30 – 9:00 AM PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking 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 real time integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday, November 23rd, 8:30 – 9:00 AM PST – Cancelled due to the Thanksgiving Holiday

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

Tallie 12.3 Time & Expense Tracking Software Release Notes

The main focus for this release has been beginning our iterative improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

New Help Icon in the Upper-right Corner

We strive to make Tallie an intuitive, easy-to-use product, but occasionally there are certain features, best practices and frequent asked questions that require a little bit more of an explanation. Our knowledge base houses all of the above and more.

Tallie Time & Expense Tracking Software - Help

Access the knowledge base article for the page you’re viewing by clicking the Help icon.

To make these helpful resources more accessible, we added a Help icon in the upper-right corner of every Tallie page in addition to the existing Help link in the user menu. Clicking on either one will take you directly to the support article of the page you’re currently viewing.

Additional Enhancements & Fixes

  • New Currency: Kuwaiti Dinar (KWD)
  • Added support for time export to QuickBooks Online Essentials
  • Fixed emailed receipts remain in processing in multi-enterprise accounts
  • Fixed the issue where the option to assign Approve permission is unavailable in Mass Update
  • Fixed the erroneous, benign error “Sync could not be completed” during the initial syncs with QuickBooks Desktop
  • Fixed the instance of reports being stuck in Queued when re-exporting corporate card transactions to a bank account

 

We look forward to hearing how these upgrades have made managing your time and expenses even easier. If you have any questions or comments, feel free to reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Tallie Expense Reports – October Webinars

Throughout the month of October, we will be conducting free weekly webinars on several subjects to make sure you get the most out of our expense reports software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free October webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports.
  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, October 3rd, 8:30 – 9:00 AM PST

Tuesday, October 10th, 8:30 – 9:00 AM PST

Tuesday, October 17th, 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday, October 24th, 8:30 – 9:00 AM PST

Tuesday, October 31st, 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 real time integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday, October 5th, 8:30 -9:00 AM PST

Thursday, October 26th, 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit transaction management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Register:

Thursday, October 12th, 8:30 – 9:00 AM PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking 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 real time integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday, October 19th, 8:30 – 9:00 AM PST

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

Tallie Expense Management Software – September Webinars

Throughout the month of September, we will be conducting free weekly webinars on several subjects to make sure you get the most out of our expense management software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free September webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports.
  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, September 5, 8:30 – 9:00 AM PST

Tuesday, September 12, 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday, September 19, 8:30 – 9:00 AM PST

Tuesday, September 26, 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, September 7, 8:30 – 9:00 AM PST

Thursday, September 21, 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit card reporting within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Register:

Thursday, September 14, 8:30 – 9:00 AM PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking 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, September 28, 8:30 – 9:00 AM PST

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