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!

Tallie Expense Management – March Webinar Schedule

Throughout the month of March, Tallie will be providing free webinars on an array of subjects to ensure you know how to 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 loaded with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free March 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 3/7 8:30 – 9:00 am PST

Tuesday 3/14 8:30 – 9:00 am PST 

Tuesday 3/21 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 3/28 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 3/2 8:30 – 9:00 am PST

Thursday 3/16 8:30 – 9:00 am PST

Thursday 3/30 8:30 – 9:00 am PST

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 3/23 8:30 – 9:00 am PST

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 3/9 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!

Tallie Expense Reports – February Webinar Schedule

Throughout the month of February, Tallie will be hosting free webinars on a multitude of subjects to ensure you know how to get the most out of handling your expense reports within Tallie.

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

Register for a free February webinar below!

TALLIE USER TRAINING

  1. Run through the creation of Tallie expense reports.
  2. Share the tips and tricks to create your expense reports in minutes.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 2/7 8:30 – 9:00 am PST

Tuesday 2/14 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 2/21 8:30 – 9:00 am PST 

Tuesday 2/28 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 2/2 8:30 – 9:00 am PST

Thursday 2/16 8:30 – 9:00 am PST

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 2/23 8:30 – 9:00 am PST

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 2/9 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!

Tallie Expense Tracking Software – January Webinar Schedule

Throughout the month of January, we will be providing free webinars on several subjects to ensure you get the most out of our expense tracking software.

These webinars provide entirely 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 January webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in minutes.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 1/3 8:30 – 9:00 am PST

Tuesday 1/10 8:30 – 9:00 am PST

Tuesday 1/17 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 1/24 8:30 – 9:00 am PST

Tuesday 1/31 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 1/5 8:30 – 9:00 am PST

Thursday 1/19 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report 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 1/26 8:30 – 9:00 am PST

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 1/12 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!

Tallie Expense Reporting Software – December Webinar Schedule

Throughout the month of December, we are providing free weekly webinars on a multitude of subjects to ensure you get the most out of our expense reporting software.

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

Register for a free December webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in minutes.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 12/6 8:30 – 9:00 am PST

Tuesday 12/13 8:30 – 9:00 am PST

Tuesday 12/20 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 12/27 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 12/1 8:30 – 9:00 am PST

Thursday 12/22 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report 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 12/8 8:30 – 9:00 am PST

Thursday 12/29 8:30 – 9:00 am PST

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 12/15 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!

Tallie Expense Tracking Software – November Webinar Schedule

Throughout the month of November, 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 November webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense report.
  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 11/1 8:30 – 9:00 am PDT

Tuesday 11/8 8:30 – 9:00 am PST

Tuesday 11/15 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 11/22 8:30 – 9:00 am PST

Tuesday 11/29 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 11/3 8:30 – 9:00 am PDT

APPROVER TRAINING

  1. Walk through the expense report 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 11/10 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 11/17 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!

The Fastest Expense Coding You’ve Ever Seen: Tallie 11.2 Expense Report Software Release Notes Featuring Spreadsheet View

We’ve been working on a new feature on the Purchases page for the past few months and we’re excited to unveil it in this release — the Purchases Page Spreadsheet view! Built with usability and efficiency in mind, the Spreadsheet view is the easiest-to-edit view on the Purchases page thus far. In addition, we implemented notifications to approvers when reports have been unsubmitted, added support for export as draft to Intacct, and addressed a variety of export issues that were raised since the last release. Read on for more details!

Purchases Page Spreadsheet View

The much-anticipated Spreadsheet view is now live! In the upper-right corner of the Purchases page, you can now switch between the Tallie signature tile view, the table view, and the latest Spreadsheet view. The Spreadsheet view is designed to provide power users a way to rapidly code and edit expenses by incorporating tab and return commands to navigate between cells. By displaying all expense details in individual cells, the Spreadsheet view also offers enhanced visibility.

Tallie Expense Report Software - Purchases Page Spreadsheet View

The Purchases Page Spreadsheet View features in-line edit and tab and return commands to navigate between cells.

Similar to Microsoft Excel, hitting the Return/Enter key saves the current cell’s content and navigates to the cell below, and the Tab key moves the cursor to the cell on the right after saving the current cell’s content. The Tab and Return magic doesn’t end here. Holding down the shift key and hitting Return saves the current cell’s content and takes you to the cell above it, while Shift + Tab saves the current cell before moving the cursor to the cell on the left. Just like Tile and Table views, use the category icons to select a few expenses. Once these expenses are selected, you may choose to edit all, delete all or start a report with the selected expenses.

We released Spreadsheet as a beta feature as we continue to fine-tune it, and we’re excited to hear your feedback and suggestions if you have any! Please note at this time Spreadsheet view is not supported in Firefox or IE browsers (including Edge).

Export Expense Reports as Draft to Intacct

The majority of our Intacct customers rely on Tallie to handle their approval process for expenses prior to export to Intacct. However, some of you have requested additional flexibility to allow for later approval processes in Intacct after export from Tallie. In order to serve your needs, we now offer export to both the Accounts Payable module (bills) and Time & Expense module (expense reports) in Draft state, in addition to the already-supported Approved state. Please note that a manual process is required in Intacct to mark these Draft bills and expense reports as Approved prior to payment.

Tallie Expense Report Software - Export to Intacct as Draft

Exporting reimbursable expenses in Draft state provides additional flexibility for exported data in Intacct.

Notifications to Approvers When Reports Have Been Unsubmitted

Tallie now sends a notification to anyone who received an approval email when the report has been unsubmitted, regardless of whether they’ve approved the report or not. (We released this feature early so you might have noticed it already!)

Tallie Expense Report Software - Unsubmit Notifications

Email notifications are sent to approvers when a report has been unsubmitted.

Additional Enhancements & Fixes

    • Analytics Page: New data added to Analytics CSV download, including credit card column, submit date, approved date, and export date.
    • Custom Payment Memo: We have added additional fields for customizing your payment memo on export. Please refer to our Customizing Payment Memo support article for more info.
    • Intacct Users: Stalled sync issue observed in Tallie accounts connected via Console credentials is fixed.
    • New Currency: GTQ Guatemalan Quetzal
    • Fixed various export issues, including page refresh being needed to see export error details, exported reports not being marked as Exported, incorrect expense item status messages when export destinations are split, hidden export errors causing reports to be stuck in Queued, reports being stuck in Queued when QBO token is bad, and various incidents of reports being stuck in export states that were unrelated to TallieConnect or QBO statuses.

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 Software – October Webinar Schedule

Throughout the month of October, we are conducting free weekly webinars on a range of subjects to make sure that you get the most out of our expense reporting software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed 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 report.
  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 10/4 8:30 – 9:00 am PST

Tuesday 10/11 8:30 – 9:00 am PST

Tuesday 10/18 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 10/25 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 10/6 8:30 – 9:00 am PST

Thursday 10/20 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report 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 10/13 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 10/27 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!