Tallie 12.2 Expense Report Software Release Notes

In the last few weeks, we’ve been focusing on improving the performance of our brand new time product as well as addressing high priority issues. In addition, we’re officially releasing one of our most popular beta features, Executive Assistant. Read on for more details!

Executive Assistant is now out of Beta

If there is an administrative assistant at your company who manages expense entry, coding, matching and/or submission, this feature is for you!

You can now enable the Executive Assistant functionality from the Features page in Tallie settings. Once Executive Assistant is enabled, an individual user can be given the “Access/Manage Other Accounts” permission. From there, you may assign the user a specific subset of permissions for management of others’ accounts.

Tallie Expense Report Software - Executive Assistant

Executive Assistants are able to manage specific tasks without receiving full access to the admin account.

Executive assistants are able to switch between profiles easily without needing to sign out of their personal Tallie account.

Tallie Expense Report Software - Executive Assistant

Executive Assistants can switch profiles easily in the user settings menu.

We’ve collected valuable feedback in the beta phase and fine tuned the feature in order to prepare it for wide release. Thank you to all who participated in the beta program!

Sort and Filter in Tallie Time

The sort and filter for the time product shares the same basic idea as that for expenses, with the addition of dimensions. Depending on your accounting system and company settings, the availability of certain dimensions in the sort and filter menu may vary.

Tallie Expense Report Software - Sort and Filter

To activate sort and filter, simply click Sort Time Entries By and select an option to narrow your list of time entries. Depending on your selection, you can filter the results even further, such as switching between ascending and descending order or choosing to view all time entries submitted within a specific date range.

Tallie Expense Report Software - Sort by submitted date

In addition to the Time Entry page, the sort and filter feature is also available on Approval and Export pages, giving approvers and exporters more control over how the time entries are presented to them.

Tallie Expense Report Software - Approval page sort and filter

The sort and filter functionality is available on Time Entry, Approval and Export pages.

Product Enhancements & Bug Fixes

  • Time rejection email now includes rejection reason
  • Fixed Time Entry page not loading in Safari: For optimized results in Tallie Time, please continue using Chrome during the beta phase.
  • Fixed the issue where Executive Assistant’s active dates are not honored
  • Fixed the issue where Executive Assistant settings show “Track Time” in expense-only enterprises
  • Made sure we handle processing of non-standard PDF files more gracefully so they don’t slow down general receipt processing speeds
  • Made sure we only validate for projects and classes when exporting to QuickBooks
  • Made sure auto-import for credit card statement upload skips payments
  • Fixed the issue where Approver tab is missing in newly-created resold accounts

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 Introduces New Client Onboarding Automation

Onboarding new clients just got easier with new Tallie profile presets.

Tallie today announced a new feature to simplify the task of onboarding new clients for its accounting firm partners. Adding new clients can be an unnecessarily repetitive task, especially for accounting firms transitioning their clients from inherited systems to firm-managed standardized systems. Now, Tallie’s accounting firm partners can save time by storing the settings for an existing client to use as a template for future clients with similar business models and needs. These stored profile presets can then be applied when onboarding new clients.

Review of accounting firm partner processes inspired the new functionality. As accounting firms shift from a traditional time and materials billing process to flat rates and basic service offerings, standardization and automation are keys to profitability.  

“The accounting industry is rapidly changing its business model,” says Claire Milligan, Director of User Experience at Tallie. “Rather than replacing the traditional accountant, we believe Tallie is the technology business partner that will enable firms to evolve, expand profits, and develop new relationships with their clients.”

The new functionality complements an already robust reseller management portal that Tallie created for accounting firm partners to streamline billing, usage data, and access for client accounts all under one accountant login.

“Tallie is committed to helping our partners set the standard for the future of the accounting industry,” says Claire Milligan. “With consultation from clients, partners, and industry leaders, we consistently build tools that empower our partners to offer better, faster, more profitable expense management as a part of an outsourced accounting product.”

About Tallie

Tallie expense report software simplifies the entire expense management process. From point of purchase to accounting and reimbursement, Tallie eliminates busy work using real-time integration with leading accounting and bill pay solutions, including QuickBooks Online, QuickBooks Desktop, Xero, Intacct, and Bill.com. Recently, Tallie joined forces with Nexonia, Certify, and ExpenseWatch to form the largest independent expense management company in the world. For more information about Tallie, please visit www.tallie.com.  

Understanding and Streamlining the Transition to Outsourced Accounting

Businesses have recently discovered an array of advantages when they outsource critical accounting functions to an external team. This change makes perfect sense, especially when one considers the advanced software and technological assets that make it possible.

However, the transition hasn’t been easy for everyone. In fact, several complications can come up, particularly for the accounting firms providing these outsourced functions. Thankfully, the release of a new feature is helping to streamline this process, making the shift to outsourced accounting more efficient and successful.

Growing Demands for Outsourced Accounting

Outsourced accounting is no longer a trend. It’s a fact on the ground. For years, the enterprise community has demanded that external experts take on bookkeeping responsibilities.

Currently, the global bookkeeping market generates $74 billion in annual revenues, and is experiencing more than 5 percent annual growth. As more businesses continue to outsource their accounting needs, this market will only continue to expand.

What’s Driving This Transition?

It isn’t difficult to understand the advantages of outsourced accounting. When companies shift this responsibility to a team of external experts, staff members have more time to focus on other mission-critical tasks. But time saving isn’t the only motivation for businesses to outsource accounting services:

– Capital Savings: This type of service can bring a pay-as-you-go nature to a company’s accounting needs, enabling an organization to lean on the knowledge of outsourced accountants when they need it most. This helps reduce overall accounting costs, saving considerable financial capital.

Even organizations with full-time outsourced accountant partnerships save significantly. More often than not, the price of outsourced services is notably less than what it would cost to recruit and hire an internal accounting team.

– Impartial, Expert Advice: An outsourced team can also provide unbiased guidance to business leaders when they need it most. This type of advice can prove particularly valuable as a company expands.

“Experienced accountants have seen many businesses grow and scale,” inDinero contributor Jonathan Grabis wrote. “This means they can provide comparative and critical analysis and are familiar with what you should prepare for, how to make smarter spending choices, and which financial solutions will be the best fit for your business model.”

– Access to Advanced Technology: Leveraging the services of an outsourced accounting firm also means companies have access to the latest financial tech without having to invest in purchasing these systems themselves.

Streamlining the Onboarding Process

Technology represents a cornerstone of today’s accounting industry, but these systems can also create sticking points that complicate a company’s transition to outsourced accounting.

This is especially true during the onboarding process. In the past, accounting firms have had to manually tailor their software solutions to align capabilities with each client’s specific needs. This was a complex activity that required an experienced hand, and also increased the time it took to onboard clients and begin accounting work.

Thankfully, this critical pain point is now being addressed. Tallie’s newest release includes a feature that streamlines the software customization process, enabling accounting firms to more quickly onboard new clients transitioning from older systems to firm-managed, standardized platforms.

Tallie’s Affiliate Templates allow accounting firms to create special standardized versions for client processes and workflows. In this way, client needs can be organized into specific tiers, and when a new client comes on board, the firm is able to auto-provision an account that aligns with a selected template. This makes the onboarding process much more efficient, and significantly reduces the time it takes to set up a new client. Thanks to Affiliate Templates, it now takes only minutes to transition new clients to the accounting firms’ standardized system.

To find out more about this feature and how it can streamline the transition to outsourced accounting for your clients, contact us today.

Tallie Expense Management – August Webinar Schedule

Throughout the month of August, we are conducting free weekly webinars on a range of subjects to ensure 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 loaded with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free August 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 August 1st 8:30 – 9:00 AM PST

Tuesday August 8th 8:30 – 9:00 AM PST

Tuesday August 15th 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday August 22nd 8:30 – 9:00 AM PST

Tuesday August 29th 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 August 10th 8:30 – 9:00 AM PST

Thursday August 24th 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit card 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 August 17th 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 August 3rd 8:30 – 9:00 AM PST

Thursday August 31st 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!

Tallie Expense Tracking Software – July Webinar Schedule

Throughout the month of July, we are conducting free weekly webinars on a range of subjects to ensure you get the most out of our expense tracking software.

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

Register for a free July 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:

Wednesday July 5th 8:30 – 9:00 AM PST 

Tuesday July 11th 8:30 – 9:00 AM PST

Tuesday July 18th 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday July 25th 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 July 6th 8:30 – 9:00 AM PST

Thursday July 27th 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit card 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 July 20th 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 July 13th 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!

K1 invests over $125 million to form largest independent expense management software company

K1 Investment Management is pleased to announce it has combined expense management software leaders Certify, Nexonia, ExpenseWatch and Tallie to create the largest independent company in the expense management software space.

The combined business will better serve its more than 7,500 enterprise, mid-market and SMB customers with expanded offerings to reduce administrative overhead associated with employee time, travel and expenses. Near-term priorities include increased investment in product capabilities, expansion of geographic reach and growth of a team of subject matter experts. The combination of Certify, Nexonia, ExpenseWatch and Tallie creates the world’s largest expense management software company behind Concur, which was acquired in 2015 by SAP.

The merger is majority backed by K1, an investment firm focused on enterprise software companies globally. K1 has invested over $125 million of equity behind the combination, with additional capital available for further acquisitions.

Read the full press release here.

Tallie Expense Management – June Webinar Schedule

During the month of June, we will be hosting free webinars on a variety of subjects to help you get the most out of Tallie for your Expense Management needs.

These webinars provide completely free training for employees, managers, and accountants alike. Each webinar lasts between 15 and 30 minutes and 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 Tallie expense reports.
  2. Share the tips and tricks for Expense Management.
  3. Live Q & A session for any questions you may have.

Register:

Tuesday June 6th 8:30 – 9:00 AM PDT

Tuesday June 13th 8:30 – 9:00 AM PDT 

Tuesday June 20th 8:30 – 9:00 AM PDT **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday June 27th 8:30 – 9:00 AM PDT

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. Live Q & A session for any questions you may have.

Register:

Thursday June 8th 8:30 – 9:00 AM PDT

Thursday June 22nd 8:30 – 9:00 AM PDT

APPROVER TRAINING

  1. Walk through the expense reports approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Live Q & A session for any questions you may have.

Register:

Thursday June 15th 8:30 – 9:00 AM PDT

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. Live Q & A session for any questions you may have.

Register:

Thursday June 1st 8:30 – 9:00 AM PDT

Thursday June 29th 8:30 – 9:00 AM PDT

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!

Tallie Expense Report Software 12.0 Release Notes

For the past couple months, the Tallie team has been laying the groundwork for a major product release that’s happening early this Summer. While we’re still developing more features and polishing the ones that have already been built, we’ve also added some enhancements and addressed certain issues. Stay tuned for our upcoming release, but until then, read on to learn about the additions and bug fixes you can find in Tallie starting today!

New Enterprise Time Zones

São Paolo, Brazil, all Australian and New Zealand time zones are now available in our Localization menu in the Company Preferences area.

Tallie Expense Report Software - Enterprise Time Zone

Oceania and São Paolo time zones are now available.

Further Improvements to our Bank Data Delivery Credit Card Feeds

Ever since the release of our in-house credit card integration at the end of 2016, we have been able to successfully connect several clients’ commercial cards, some of whom need support for dozens of corporate card sub-accounts. We’ve had success on all three financial institutions we support, which are Visa, MasterCard and Amex. Due to the fact that the process of initiating a Bank Data Delivery is not always the same across different banks, our Product Expert team would assist the client every step of the way and raise any technical roadblocks to our Development team. In this release, we’ve addressed a handful of Bank Data Delivery issues, including well-formed files with no transaction data being treated as errored files, file parsing error, and auto-import skipping transactions. We take pride in the integrations we built from the ground up and we’re continuously making enhancements to them, that includes Bank Data Delivery as well.

Tallie Expense Report Software - Bank Data Delivery Credit Card Feeds

Bank Data Delivery supports corporate card sub-accounts from Visa, American Express and MasterCard. New sub-account shows up automatically when the bank sends transactions attributed to it.

Additional Fixes

  • Monetary Approval Levels Addressed the issue where if a monetary level is not part of the managerial chain, it would interfere with the managerial approval. Also addressed another issue where unlimited approver is skipped and default approver is contacted when there’s a “silent” approver who is not assigned in the approval flow.
  • Fixed the issue where expense category default billable flag prevents user from making the expense not billable.
  • Fixed Print Selected reports functionality on the Export/Exported page does not include the Google Maps for mileage expenses.
  • Rewrite Billing page “past due” error if there are older invoices that need to be processed after the admin had updated credit card, so admin knows to contact Support.

Stay tuned for the big announcement coming early this Summer.

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.

Tallie Expense Reporting – May Webinar Schedule

During the month of May, Tallie will be hosting free webinars on a variety of subjects to help make sure you are able to get the most out of Tallie for your Expense Report Management needs.

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

Register for a free May webinar below!

TALLIE USER TRAINING

  1. Run through the creation of Tallie expense reports.
  2. Share the tips and tricks for Expense Management.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 5/2 8:30 – 9:00 am PDT

Tuesday 5/9 8:30 – 9:00 am PDT 

Tuesday 5/16 8:30 – 9:00 am PDT **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 5/23 8:30 – 9:00 am PDT 

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 5/11 8:30 – 9:00 am PDT

Thursday 5/25 8:30 – 9:00 am PDT

APPROVER TRAINING

  1. Walk through the expense reports 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 5/18 8:30 – 9:00 am PDT

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 5/4 8:30 – 9:00 am PDT

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!

Tallie Expense Reporting – April Webinar Schedule

Throughout April, Tallie will be hosting free webinars on a variety of subjects to help make sure you are able to get the most out of Tallie for your Expense Reporting needs.

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

Register for a free April webinar below!

TALLIE USER TRAINING

  1. Run through the creation of Tallie expense reports.
  2. Share the tips and tricks for Expense Management.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 4/4 8:30 – 9:00 am PDT

Tuesday 4/11 8:30 – 9:00 am PDT 

Tuesday 4/18 8:30 – 9:00 am PDT **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 4/25 8:30 – 9:00 am PDT 

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 4/13 8:30 – 9:00 am PDT

Thursday 4/27 8:30 – 9:00 am PDT

APPROVER TRAINING

  1. Walk through the expense reports 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 4/20 8:30 – 9:00 am PDT

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 4/6 8:30 – 9:00 am PDT

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!