Greetings! The Tallie Team is happy to announce our newest release including feature updates that will make your heart sing and your accounting workflow easier than ever. Let’s jump in:
1. Credit Card Upload Feature
For those of you whose credit cards are not yet supported by our direct sync, we now offer Manual Credit Card Setup. Once a user sets up a credit card manually, he or she can regularly upload credit card transaction files found on the bank website. Tallie will retain credit card settings and preferences and apply these each time a transaction file is uploaded.
To do this, navigate to your “Credit Cards” page and click “Manually Add Account,” complete the setup process, and upload your first file. From then on, you can select to import transactions from that credit card profile by clicking “Upload New Transaction File.”
For more information, visit the Tallie Support Portal – Credit Card Uploads.
2. Event Listening between QuickBooks and TallieConnect
TallieConnect’s focus has always been to keep your QuickBooks in lockstep with your Tallie account. Now, if TallieConnect is running when you create, update, merge or delete list items, it will recognize and sync those changes into your Tallie account immediately, without need for manual sync. So long as you keep TallieConnect open, we’ll handle the rest.
Example scenario: Kathy is cleaning up her customer list and needs to delete some subjobs or rename them. TallieConnect will immediately send this information to Tallie to keep both in sync in real-time.
Need help setting up TallieConnect? Find all the information here.
3. Updated People and Projects Areas
Keep up to date on your People and Projects with Tallie’s filter tools.
Example scenario: Dave wants to filter the clients who haven’t yet logged into Tallie. By opening up the filter and clicking “Send Invite,” he can now only see the people who haven’t logged in. This makes it easier to invite new team members to use Tallie!
In the “People” section, we’ve reorganized the “Email” and “Expenses” areas to improve viewing capabilities and team management. In “Projects,” you no longer need to create a Company before creating a new project. Now you can simply go to “Projects” and create a new one.
4. Updated Custom File Export
We’ve updated and expanded our custom file export from Tallie. Previously, the focus was on giving you the ability to create a file for your payroll provider, but as we’ve added additional selectable fields and improved it’s capabilities, renaming this functionality as “Custom File Export” better represents the current functionality.
We hope these updates provide an even greater Tallie experience for you and your business. If you have any additional questions, please contact our Product Expert Team directly at 800-592-5144 or email@example.com