Fresh on the heels of our updated expense report app for iOS and Android, we’re happy to announce the release of Tallie expense report software v10.10. We focused on giving our account administrators a greater range of options for managing Tallie accounts and spent quite a bit of time improving overall Tallie performance. Additionally, we’ve released a brand new status page at status.tallie.com, which you can use to track Tallie uptime. If you’d like to be the first to know about our scheduled maintenance or performance issues, subscribe to updates on that page. Here are some more details on the release:
Drop-Down Menu Performance
When it’s time to code your expenses to classes, projects and other accounting list data, you want the process to be quick and painless. We’ve introduced a few solutions to help you along.
Visual Display of Relationships
Let’s say you have multiple layers of projects, departments or locations. We now help you sort through this data by displaying parent-child relationships with visual indentation in the lists.
Search by Parent Project
For our customers who use the Tallie projects list to manage multiple jobs for each of their clients, we’ve built the ability to search for sub-projects by the parent name.
Accounting Code Display
If your company uses codes to reference classes, locations, customers and any other list data, we’ll show those codes to you in the drop down menu as well.
Billable Feature Controller
We originally built Tallie with professional service providers in mind, giving them powerful tools to track expenses against customers and jobs, as well as the flexibility to bill expenses directly back to clients. As it turns out, many of our customers who love Tallie actually don’t have any need for these project billing features. With this release, we’re offering the ability to hide this functionality for all your users, right from the Features page in the Company Preferences area of Tallie Settings.
Tallie’s best in class direct integrations with QuickBooks, QuickBooks Online, Bill.com, Intacct and Xero are constantly being tuned and improved. Plus, our recently released scheduled file data transfer integrations for other accounting and practice management systems are getting regular improvements as well. Here are a few of the enhancements we offer with this release:
Certified Support for Bill.com’s Sync 2.0 for QuickBooks Online
Tallie is the only expense report software offering simultaneous integration with both Bill.com and an accounting system. Bill.com recently upgraded their support for QuickBooks Online, and this release guarantees simultaneous support for customers using the Sync 2.0 between Bill.com and QuickBooks Online. Plus, we’re now ensuring that Tallie always syncs with both QuickBooks Online and Bill.com, even if your Tallie environment is configured to export only to Bill.com.
Fewer Sync Errors
Tallie uses sync errors to communicate when issues need to be addressed in communicating with other systems, but sometimes the sync errors can be extra unnecessary information. We’ve suppressed some of these basic errors so you can enjoy Tallie without the extra chatter.
Improved Processing of Massive Files
We have a few customers who use our file data transfer integration to send tens of thousands of projects to Tallie from their practice management systems. We’ve updated how we work through those files to get better performance than before.
In addition, we made a couple of additional functional improvements to Tallie. They include:
- More improvements were made to the duplicate detection algorithm to make it more accurate
- We added two new currencies: Vietnamese Dong and Mozambican Meticals
- We’ve begun a process to help resolve issues with duplicated transactions delivered to Tallie from credit card bank transaction feeds. This release should provide some improvement, with more to come.
There were also quite a few small issues resolved in this release. They include:
- Custom payment memo is applied to item-mapped credit card transactions in Xero, QuickBooks Online and QuickBooks Desktop
- When exporting paid bills to BIll.com, the invoice date now always matches the process date
- Some customers reported issues in viewing HTML receipts after export to Bill.com. We’ve resolved that issue.
- Our usage graph that we provide in the Billing area to track your usage to date showed a false spike half way through last month. We’ve resolved that issue as well.
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 firstname.lastname@example.org or by calling 888-874-1118 Ext 2.