Live Training Registration

We offer free weekly trainings to help ensure you get the most out of our expense reporting software.

Our  webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free training below!

Tallie User Training

 

Configuring Tallie Settings 

  • Bi-weekly
  • Walk through how to create custom policies and approval levels within Tallie. Also see how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
  • Live Q&A
  • April 2018 Registration: Configuring Tallie Settings
  • Please Note: Beginning April 5th, this training will feature additional content including Corporate Credit Card Transaction Management and Accountant Training
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    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

    Tallie Employee Spotlight: Vita, Implementations Manager

    When Vita Guido walked through the Tallie doors in September of 2014, the team knew they had struck gold. Over the past three years Vita has served as an invaluable asset to the organization, bringing immense product knowledge, contagious positivity, and an uncanny sense of humor to the office every day. We sat down with Vita to learn more about our favorite implementations team manager.

    What do you do here at Tallie?

    I manage a team of three fabulous implementation specialists. We on-board new Tallie and SpringAhead clients. I oversee the process and make sure we get our clients excited, prepared, and ramped up!

    Who is Gizmo?

    He’s the Tallie MVP, unofficial mascot, and employee of the year. He’s also my cat.

    What is your favorite part of working for Tallie?

    The people! I really enjoy working with our Tallie peeps. We are hardworking but have plenty of fun in the office. I also like the flexibility of working with other teams; you’re never tied to your own department. If you’re interested in dev work, for example, you can participate cross-functionally with the engineering team. Now that we’re a family of brands, we can also branch out to our sibling softwares, Certify and Nexonia!

    What makes Tallie different from other companies?

    I really enjoy that every day is different. There is always something new to learn. We are exposed to so many softwares that we become masters of not just our own product but all of our partner integrations too. Giving us expertise and insight into all of these products allows us to help our clients above and beyond.

    First screen name?

    VitaBee4ever and it still is.

    How many countries have you been to?

    Nine and counting! Mexico, Cuba, Iceland, Canada, Japan, and Italy to name a few.

    Which one was your favorite?

    Japan. It was so different from anywhere I’ve ever been. I also loved France for how romantic it was. The southern coast of France is so beautiful.

    We heard you did quite a bit of karaoke in Japan. Do you have a favorite song?

    Life on Mars by David Bowie. Because if you’re not a very good singer you still sound like a pro. Least favorite: Pork and Beans by Weezer (don’t ask).

    Where do you want to travel next?

    Back to Mexico! My family is from there, and I want to experience it as an adult. A pilgrimage to the motherland, if you will. Chile and Argentina are also on my list.

    Favorite Bay Area restaurant?

    A16 in Rockridge and The Hideout in Lafayette.

    What is an Instagram account people should be following?

    Poorly drawn lines and Ketnipz.

    What is your advice for women interested in pursuing a career in tech?

    Go for it. I believe women should absolutely pursue careers in tech. There is a stigma that tech has a bro culture, but I wholeheartedly believe there’s an equal space for women. Women should shouldn’t be afraid to dive into more technical roles and fundamentals like SQL. I think Tallie has done a great job of giving those opportunities to women. A lot of our employees started in support and have been able to move into more technical roles.

    What is one question you wish you were asked in an interview?

    How would you explain email to your grandma?

     

     

     

    Ready to say “goodbye” to manual data entry and “hello” to seamless, deep integrations with your favorite accounting systems? Use Tallie’s powerful expense management software FREE for 14 days – no credit card or commitment required. Give it a try by signing up today. Care for a walkthrough by a trained expert first? Contact us to schedule your free Tallie product demo now.

    Tallie Training for Expense Reporting: Webinar Schedule for March

    Throughout the month of March, we will be presenting free weekly webinars to help ensure you get the most out of our expense reporting software.

    Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

    Register for a free webinar below!

    TALLIE USER TRAINING

    • Run through the creation of a Tallie expense reports on web and mobile app.
    • Share the tips and tricks to create your expense report in a few minutes.
    • Answer any and every Tallie question you might possibly have.

    Registration Link: Registration for Tallie User Training Webinars

    • Tuesday, March 6th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, March 13th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Monday, March 19th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, March 27th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

    ADMINISTRATOR TRAINING

    • Walk through how to create custom policies and approval levels within Tallie.
    • Show how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Administrator Webinars

    • Tuesday, March 6th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
    • Monday, March 19th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    CORPORATE CREDIT CARD ADMINISTRATOR TRAINING

    Registration Link: Registration for Tallie Credit Card Administrator Webinars

    • Tuesday, March 13th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    ACCOUNTANT TRAINING

    • Run through a variety of expense tracking features that you may utilize in Tallie.
    • Review customization and options of your account’s configuration.
    • Show how Tallie streamlines your accounting workflow with 1-click multi-point export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Accountant Training Webinars

    • Thursday, March 22nd, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

    Tallie 12.6 Expense Tracking Software Release Notes

    For our first release of 2018, the Tallie team is excited to introduce a variety of features that will kickstart your year of expense reporting. We analyzed the frequently requested improvements to our software and delivered the ones that will benefit the most of you. Take a look — we hope you enjoy!

    New Receipt Controls: Ability to Zoom in and Download Original Files

    In our most recent mobile app release, we introduced the ability to zoom in on receipts so you can review them in closer detail. This functionality is now supported in Tallie web as well. Simply hover over a receipt and click anywhere to activate the zoom feature. The “Original” link in the upper-right corner of the receipt window will allow you to download the file in its original size. These new functions are available for receipts in all stages of Tallie.

    Tallie Expense Report Software - Receipt Zoom

    New receipt controls available: Zoom function and download original file 

     

    Statement Upload Now Supports Credit Card Subaccounts

    We understand that credit card transaction management is mission-critical for your expense report software. We’ve further improved our statement upload feature to add subaccounts support. Rather than requesting the bank to provide you with individual files for each subaccount, you can now upload a single file that contains several subaccounts to Tallie. Our transaction file processor will detect the total number of subaccounts in the file, feed transactions to existing subaccounts and create new accounts for unrecognized card numbers. With this feature and our very own credit card integration, Bank Data Delivery, we will be able to provide unparalleled credit card transaction management for an even larger portfolio of financial institutions across different sizes.

    Tallie Expense Report Software - Subaccount Transaction Upload

    Tallie detects new subaccounts in transaction files and automatically creates them, with transactions properly attributed to their corresponding accounts.

    Tallie Expense Report Software - Subaccount Profiles

    All of the credit card controls, including auto-import and subaccount deletion, are available for each subaccount created by statement upload.

    Product Enhancements & Bug Fixes

    • Improved Intacct SmartEvents processing speed
    • Added the ability to export expense reports to Intacct using the user default currency
    • Added a setting that will lock down corporate card transaction dates. Contact Tallie Product Experts to enable this
    • Added a new field in CSV export template: Employee Vendor code
    • Fixed the issue where deleted expenses reports remained in mobile apps
    • Fixed the usage details table in Billing
    • Fixed the issue where expense totals did not reflect the correct reimbursement limit in the Spreadsheet view

    We look forward to hearing how these upgrades have made managing your expense reports 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 Training for Expense Reporting: Webinar Schedule for February

    Throughout the month of February, we will be presenting free weekly webinars to help ensure you get the most out of our expense reporting software.

    Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

    Register for a free webinar below!

    TALLIE USER TRAINING

    • Run through the creation of a Tallie expense reports on web and mobile app.
    • Share the tips and tricks to create your expense report in a few minutes.
    • Answer any and every Tallie question you might possibly have.

    Registration Link: Registration for Tallie User Training Webinars

    • Tuesday January 30th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, February 6th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, February 13th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, February 20th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, February 27th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

    ADMINISTRATOR TRAINING

    • Walk through how to create custom policies and approval levels within Tallie.
    • Show how Tallie streamlines your expense reporting workflow with multi-point data export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Administrator Webinars

    • Tuesday, February 6th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
    • Tuesday, February 20th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    CORPORATE CREDIT CARD ADMINISTRATOR TRAINING

    Registration Link: Registration for Tallie Credit Card Administrator Webinars

    • Tuesday, February 13th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    ACCOUNTANT TRAINING

    • Run through a variety of expense tracking features that you may utilize in Tallie.
    • Review customization and options of your account’s configuration.
    • Show how Tallie streamlines your accounting workflow with 1-click multi-point export and real time integration.
    • Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Accountant Training Webinars

    • Wednesday, February 21st, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    If you have any questions about Tallie’s expense solution software between now and your chosen training webinar, please don’t hesitate to visit our support website at  http://support.usetallie.com/. You can also contact our Product Expert Team directly at support@usetallie.com or 888-874-1118 Ext 2. We hope to see you there!

    6 Ways to Stay on Top of your Expenses with Tallie

    We’ve all been there, hustling through a business trip, meeting clients, crushing projects, kicking tail, until suddenly your trip is over and your expense report is blank. You rack your brain, retrace your steps, and pray that you left a paper trail. All in an effort to piece together your purchases. We get it, entering expenses can be tedious and time-consuming, especially if you’re using an archaic paper process. Good news: there’s an easier way.

    Enter expenses on the fly.

    With the Tallie mobile app, you have the flexibility to capture receipts anywhere you take your phone. Any free moment is an opportunity. As soon as you’re handed a receipt, swipe open the app and snap a photo.

    Record it as it happens. 

    Feel free to open and edit your expense report as many times as needed. You can enter your expenses as the day unfolds, little by little. The easy-to-use interface allows you to plug in expenses in half the time so you can get back to the grind.

    Preload it.

    Let Tallie take manual data entry off your plate. Code your project, location, class, and department ahead of time for your convenience. Once you’re ready to enter an expense, the bulk of the details will already be coded for you.

    Connect your card.

    Connect your corporate credit card and let Tallie automatically pull your credit card charges onto an expense report.

    Send in your mail. 

    Easily pull in any email receipts by forwarding your receipts to  receipts@tallie.com. Whether the receipt is a PDF or in the body of the email, Tallie will capture it.

    Erase your mistakes.

    Submit an expense report that’s missing something? Call it back with the “unsubmit” button, make your changes, and send it back to your approver at the touch of a button.

    Tallie Expense Reports – January Webinar Schedule

    Throughout the month of January, we will be presenting free weekly webinars to help ensure you get the most out of our expense reports software.

    Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

    Register for a free webinar below!

    TALLIE USER TRAINING

    1. Run through the creation of a Tallie expense reports on web and mobile app.
    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.

    Registration Link: Registration for Tallie User Training Webinars

    • Tuesday, January 2nd, 1:00 – 1:45 PM PST / 4:00 – 4:45 PM EST
    • Tuesday January 9th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday January 16th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday January 23rd, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday January 30th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

     

    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 real time integration.
    3. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Administrator Webinars

    • Tuesday January 9th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
    • Tuesday January 23rd, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    CORPORATE CREDIT CARD TRAINING FOR ADMINISTRATORS

    1. Walk through the corporate credit transaction management within Tallie.
    2. Show the three types of credit card connections in Tallie.
    3. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Credit Card Administrator Webinars

    • Tuesday January 16th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    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 real time integration.
    4. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Accountant Training Webinars

    • Wednesday, January 24th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    If you have any questions about Tallie’s expense solution 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 – December Webinar Schedule

    Throughout the month of December, we will be conducting free weekly webinars to help ensure you get the most out of our expense reports software.

    Our webinars provide free training for employees, managers, and accountants and are typically 30 to 45 minutes in length. Each webinar is filled with information ranging from product guidance to live Q&A with Tallie Product Experts. In addition, a recording of your webinar will be emailed to you the next business day.

    Register for a free webinar below!

    TALLIE USER TRAINING

    1. Run through the creation of a Tallie expense reports on web and mobile app.
    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.

    Registration Link: Registration for Tallie User Training Webinars

    • Tuesday, December 5th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, December 12th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST
    • Tuesday, December 19th, 10:00 – 10:45 AM PST / 1:00 – 1:45 PM EST

     

    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 real time integration.
    3. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Administrator Webinars

    • Tuesday, December 5th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST
    • Tuesday, December 19th, 8:30 – 9:00 AM PST / 11:30 – 12:00 PM EST

     

    CORPORATE CREDIT CARD TRAINING FOR ADMINISTRATORS

    1. Walk through the corporate credit transaction management within Tallie.
    2. Show the three types of credit card connections in Tallie.
    3. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Credit Card Administrator Webinars

    • Tuesday January 16th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

     

    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 real time integration.
    4. Answer any and every Tallie question you have.

    Registration Link: Registration for Tallie Accountant Training Webinars

    • Wednesday, January 24th, 11:00 – 11:30 AM PST / 2:00 – 2:30 PM EST

    If you have any questions about Tallie’s expense solution 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 12.4 Time & Expense Tracking Software Release Notes

    The main focus of this release was continuing improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

    New CSV Export Fields

    We’ve introduced three new CSV Export fields to Tallie, including User Class Default, User Location Default, and User Department Default. These new fields will populate the CSV file with the default class, department or location mapped on the user profile instead of those mapped on the expense.

    New fields in the template builder.

     

    User default mappings.

    Additional Enhancements & Fixes

    • New Currencies: Belarusian Ruble (BYN) , Honduran Lempira (HNL), Cuban Convertible Peso (CUC)
    • When clicking Itemize in the middle of an expense create session, we’ll copy over any existing expense data to the first itemized line so it doesn’t get lost
    • Fixed the issue where the Tallie Time project list doesn’t load past a certain point
    • Fixed the issue where Tallie Time projects were available to users who were not assigned to them
    • Fixed the Semi-monthly pay cycle issue, to ensure it does not skip a week
    • Fixed the issue where Tallie was unable to export vendor credits with class to QBO-connected Bill.com
    • Fixed the issue where approvers, permissions, and bill & pay rates do not save upon creating a new user manually
    • Fixed the issue where the Remind Approver button is disabled if the report contains itemized expenses
    • Fixed Mass Update issues, including the internal server error that comes up when removing Location, Department, and/or Manager from people and the Select All option

     

    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.