New in Tallie: Email Receipt Processing for Audit-Ready Expense Management

Today, we are pleased to announce that any email-based receipt – whether it comprises text, image, html or includes an attachment – can be forwarded to receipts@usetallie.com for immediate receipt processing in the Tallie expense management workflow.

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Tallie expense management software processes email receipts, better preparing companies for audit with original images of receipt files delivered directly to Bill.com and/or SmartVault on export.

When an email receipt reaches Tallie, a high resolution snapshot of the receipt is collected by the system as an original file for reference in the approval workflow. While this snapshot is generated, the receipt is sent through our standard receipt processing service wherein the file is scanned for merchant, amount and date information. Just like all other receipts, an expense is then created in the user’s Tallie account populated with the snapshot alongside the scanned merchant, amount and date information. Tallie captures high resolution images of all types of original receipt files to establish the critical first step of an audit-ready expense management process.

Together with our integration partners Bill.com and SmartVault, Tallie closes the expense management audit loop by delivering all original receipt images directly into one or more of these systems on export. In Bill.com, all expense reports exported as bills are now accompanied by high resolution receipt image files as well as expense report summary files, which are always referenceable from synced accounting systems. When using the SmartVault toolbar in QuickBooks for Windows, high resolution receipt image files are mapped directly to transaction line items.

Learn more about our approach to audit preparedness via financial software systems integration here.

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