Tallie’s 10.0 & 10.1 Release Notes: Improved Receipt Processing, Importable Expense Categories, Manager Search, & More

Good news, everyone: Version 10.1 of Tallie’s expense report automation software is now live! Both 10.0 and 10.1 focused on improving user experiences in response to feedback from our support calls, webinars and conferences. Here are some of the changes you can look forward to in the latest version of Tallie:

Enhanced Receipt Recognition and Processing

We’ve improved our receipt processing technology in a few ways, making it even easier and faster for users to get their expenses imported quickly with the correct information populated.

First, Tallie is now able to detect if a receipt comes from a tippable merchant. That means if you’re taking colleagues or clients out for a company lunch, after you write in the total, we’ll look for the post tip written total, rather than the printed one.

We’ve also made some changes to the backend algorithms, so merchant names are recognized quicker and with more confidence. Uncommon date formats should now be better addressed. Similarly, we’ve added a second layer to our processing. Users may notice that some of the information appearing on a receipt is in a “processing” state. That simply means that, although Talie has immediately recognized some of the information, in order to ensure we capture everything, we’re running it through another process. This doesn’t mean that it takes longer–in fact, it’s a faster, cleaner and more communicative process that gets you submitting expense reports even faster.

Expense Categories Created via CSV file import

In the interest of saving our customers time when setting up their Tallie accounts, we have enabled a feature that allows Expense Categories to be imported directly from a CSV file.


First, go to “Settings,” “Manage Lists,” then click on “Expense Categories.” You’ll see a new button, “Upload Category List.”


If you click the “Upload Category List” button, you’ll be able to both download the template and upload it once completed.

Export and Submit Expense Report Pages

The warning box has been removed from the expense lines in a report. Now, when a user is submitting or exporting a report, the error messages will appear directly on each expense. This means Tallie users no longer need to hover their mouse over the warning box to see the message.

Previous Interface:


New With 10.1:


Submission and Export Dates Displayed

Expense reports will now display the submitted, approved and exported dates and times. This change will be immediately noticeable to all approvers and administrators, however, submitters can also see for themselves by visiting the “Expense Reports” page and clicking on the expense report status tabs in the upper right-hand corner.

Note that this change will only affect new reports, and reports submitted before this release will not display this information. Also, if the report has been submitted, approved and/or exported multiple times, only the most recent timestamps will be displayed.


Added Visability on Credit Card Page

If an administrator assigns credit card charges to individuals, they can now see the charges directly from the Credit Card page without needing to masquerade. There’s also a new add symbol which will display the charges – those in gray have been added to the Purchase page of the assignee.


Integrations & Sync now links to Export Page

Tallie users have always been able to jump from the Export page to the Integrations & Sync page. However, before 10.1, they were required to manually navigate back to the Export page after changing their settings. There is now a link to the Export page at the bottom of the Integrations & Sync page.


Team Search by Manager

When searching under “People,” Tallie users can look specifically for team members who are assigned managers, and/or assigned specific managers. Simply search “manager:Name,” where “Name” is the person whose manager you wish to find. By entering “manager:” without a name, you can see all of your company’s team members who are assigned managers.

For example, an employee Aaron Ramsey is managed by Anna Karenina. By typing “manager:anna,” I pulled up Aaron in the people list.


And here, in Aaron’s settings, you can see Anna is assigned as his manager.


Our team is dedicated to providing the very best expense report automation software for our customers. Primarily, this is through reducing the amount of time and effort our users spend on their expense reports. This means that, in order to ensure the quality and success of you experience, our software is always updating. If you have any questions about how these changes will improve your accounting workflow, feel free to reach out to our support team at 1-888-874-1118 or through support@usetallie.com.

If you’d like to see for yourself how Tallie can save your business time and money, you can start a 14-day free trial, or schedule a one-on-one product demo with one of our experts.

Tallie Integrates With Intacct for Automated Expense Management Solution


News Highlights:

  • Award-winning expense report software to launch on the Intacct Marketplace
  • First and only expense management solution to include the following intelligent features – smart categorization, credit card and receipt auto-matching and duplicate detection – in the Intacct ecosystem
  • Tallie’s integration with Intacct provides a higher level of automated expense management for mid-sized businesses

SAN FRANCISCO, Ca.–Tallie, the leading SaaS expense management innovator, has integrated their comprehensive business expense management solution with Intacct, a leader in cloud financial management and accounting systems. The integrated solution will be available to customer via the Intacct Marketplace, a robust ecosystem of cloud applications that are pre-integrated with the Intacct financial management system. Tallie is demonstrating the integration at Intacct Advantage 2014, the Intacct customer and partner conference, taking place November 9-13 in Orlando.

“Intacct is a top choice for mid-sized businesses looking at cloud financial applications, and Intacct offers a fantastic platform for developers,” said Chris Farrell, Tallie’s CEO. “The integration between Tallie and Intacct provides a complete expense report automation workflow that will benefit both finance teams and employees they support.”

Key features of this integrated solution include the seamless support of all Intacct dimensions and multiple-entities, as well as immediate, bi-directional synchronization of all dimensional data with the Intacct SmartEvents functionality.

“Tallie is committed to providing our joint customers with an automated expense management process that saves businesses significant time and money,” said Scott Lumish, VP Business Development at Intacct. “Tallie’s ability to deliver and update expense data seamlessly to Intacct gives businesses another powerful tool to help them manage their business more efficiently.”

The Industry-Leading Expense Report Solution

Since its launch, Tallie has received widespread endorsement and awards from the Accounting industry. It is the first and only comprehensive solution providing the following combination of benefits:

  • Submit and approve expenses in seconds. Employees’ receipt photo is scanned for date, merchant and dollar amount data and is automatically populated in Tallie, minimizing data entry and eliminating errors.
  • The only expense report software with automated features: expense smart-categorization, duplicate detection and credit card and receipt auto-match.
  • Custom, automated policy and approval controls: In-process policy violation alerts to employees, managers and approvers. Customized, multi-tiered approval chains. Approve expense reports online or directly from email.

“Since day one, Tallie made a huge, positive impact on our expense management and accounting productivity. Our team now spends 50% less time managing this area of our business,” said Jilbert Washten, CFO of Ascentisand Intacct customer. “Combined with their top quality customer support and product training, Tallie truly is the best expense management solution for any business.”

For more Tallie news, visit our press room, read our blog, and follow us on Facebook, LinkedInTwitter, Google+ and YouTube.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile-enabled solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. Tallie currently serves more than 3,000 business customers with more than 100,000 active paying users. www.tallie.com

About Intacct

Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. Intacctaccounting software, in use by more than 8,500 organizations from startups to public companies, is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes applications for accounting, contract management, revenue recognition, project accounting, fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting, all delivered over the Internet via cloud computing.

Intacct is headquartered in San Jose, California. For more information, please visit www.intacct.com or call 877-437-7765.

Tallie Talk: Jordan Estreito, Product Marketing Manager

Depending on who you ask, Jordan Estreito was either the seventh or the eighth employee to join our company. (He maintains he was the seventh.) What’s for certain is that Bear, as we call him, has been invaluable to our team since the moment he arrived. As skilled in marketing as he is with support, Jordan’s enormous talent, passion, and sense of humor have helped shape Tallie’s award-winning expense report software into the product it is today. You may also recognize him from our weekly webinars! Now he’s here to share his story.

Tallie blog jordan estreito expense report

What do you do here at Tallie?

I am the utility man! I help out in a lot of different areas, whether it’s marketing, sales, support, product or training. I’ve had a couple different roles in the organization over the years. I started by managing the product expert team, then I moved over to roadmapping the product, and now I’m more of a teacher and trainer. We’re continuing our education and training for clients who really get the most out of Tallie’s integrations, to make their expense report workflow easier and more efficient.

How did you first start marketing Tallie’s expense report software? You used to want to be a teacher, right?

Yeah, I got a degree in Literature and started substitute teaching right off the bat. Unfortunately, this was in the middle of California’s teaching crisis, and all the teachers I subbed for said, “Don’t become a teacher right now!” So, I started looking for a more stable career, and took a job as a junior content writer. Then I applied to Virtual Software (which later became SpringAhead) in a support role. I had previously been an Operations Senior at Best Buy, which basically meant that if someone had a problem and asked to see the manager, they’d see me. I did hiring and interviews as well, but I mainly did customer service. So I applied for a position at Virtual Software and I was able to write guides, provide support and eventually told Chris Farrell, our CEO at Tallie, that I wanted to build a support team. Now I’ve moved on to more product and training related areas.

What does a typical workday involve for you?

Well, it always starts the same: I come in and make sure there aren’t any fires! As long as there’s no fire in the morning, I’m good. My role used to be more reactionary when I was working support. I was there to help people be successful and I would go to a lot of scheduled meetings. But my role is more project based now. I still have to be available to help people out if they need it, of course, but overall, my day-to-day changes based on whatever project I’m currently working on.

What makes Tallie different from other companies? Why do you work here instead of somewhere else?

Tallie has always been unique in the sense that we empower people to think of ways to improve not only their own jobs or their personal careers, but the product. We want everyone to bring great ideas to the table, regardless of their position. Every voice is heard, there are no walls, no cubicles, and everyone collaborates with each other. If someone has a really good idea they can work with anyone else to flesh it out and make it a reality. We’ve also always had a very casual attitude in terms of dress code. Our CEO once said if you wore a tie into the office he’d cut it off. [Laughs] The dress code has relaxed a bit now–you can wear a tie if you want to. You can work from home, too, if it means you’ll be more productive. The main thing behind every aspect of our company culture is, “Are you getting done what you need to get done? Are you getting your projects finished? Are you ensuring that our clients are happy?” Titles are immaterial to that, people know what they’re responsible for, and they get it done.

I really respect that we started out as a small, hard-working group of individuals and that we’ve managed to maintain those same values even as we’ve grown. We kept our culture of driving new ideas, working hard because we believe in what we’re doing, and hiring people who are incredibly passionate about the same things we’re passionate about. We all work collaboratively, like a family, even though we’re not as small as we once were.

We hear you’re pretty good at karaoke. Do you have a favorite song?

It goes in phases. Right now my specialty is Friends in Low Places, even though I’m not even that big of a country fan.

Do you have a motto?

As Nell says, “Tay in da wind.”

What accomplishment are you most proud of?

Back when I did support at SpringAhead, our team first achieved a 99.5% positive Smiley rating. Smilies are a tool we worked together as a team to create. The idea is that we’ll send out emails to customers asking how our support session went, and they can give us a positive rating, a neutral rating, or a bad rating. Eventually, we reached a point in our service where we received 99.5% positive ratings – meaning we helped a 100 people in a row and received nearly a perfect rating from each client. Providing quality support is so vital for customer satisfaction, and customer satisfaction is incredibly important to us here. So I’m very proud of that!

Guilty pleasure?

None, I’m not embarrassed by anything.

What about a favorite food?


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 Brings Expense Report Software to Solutions14


It’s that time of year again! An endless sea of accountants and exhibitors have descended upon Caesar’s Palace for The Sleeter Group’s Solutions14! As one of the world’s largest accounting conferences, Solutions draws pro advisors, entrepreneurs, CEOs, and accountants alike. After our expense report software was honored with the Sleeter Group’s Awesome App Award at last year’s conference, Team Tallie is back to reunite with old friends. We don’t know about you, but another three days of fun, education, and networking on the Vegas strip sounds pretty good to us!

Arguably the biggest perk of Solutions14 is easy access to some of the greatest thinkers in the industry. Attendees and exhibitors alike should be sure to check out as many panels and educational sessions as they can. But with only three days to see everything, some might find it hard to pick and choose what events to attend. Here are the speakers, panels, and booths we think you shouldn’t miss!

TSheets: Persistence is key: Because if being badass was easy, everyone would do it.

Panel 815: Monday November 10th at 10:45 AM – 11:30 AM

Matt Rissell, CEO of TSheets, and accounting superstars Stacy Kildal and Bill Gerber will be discussing how to ensure success for your business, even when you’re the underdog. This talk is ideal for those who want to take on the giants of their industries.

From Vision to Focus – a Peek into the Mind of CEOs

Panel 302 – Monday November 10th at 1:55pm PST


Come see Tallie CEO Chris Farrell, ZenPayroll CEO Josh Reeves, TSheets CEO Matt Rissell, and SmartVault CEO Eric Pulaski demonstrate some of the most powerful qualities a CEO can have–vision and focus. Get inspired, and learn how these important, but simple, practices can impact your company, product, and community. The panel is hosted by speaker and CPA Greg LaFollette, a Strategic Advisor at CPA2BIZ.

CPE Walking Tours

Monday November 10th at 12:45pm, Tuesday November 11th at 1:05pm

Overwhelmed by giant the Expo Floor? Don’t worry! Solutions14 is offering scheduled walking tours on both Monday and Tuesday. Guides will lead you to select exhibitors offering live, fun demos of their products and services. Tallie’s very own Jordan Estreito will be on hand to present our award-winning expense report software, and to demonstrate its numerous integrations with your preferred accounting systems. And don’t forget: at least one CPE credit will be awarded per tour. What a deal!

CPA Practice Advisor’s Most Powerful Women in Accounting Awards

Tuesday November 11th at 9:20am

Smash the glass ceiling on your way to breakfast. CPA Practice Advisor is once again honoring female leaders for their contributions to the accounting industry. At a conference so heavily populated by industry leaders not just in accounting, but in the tech industry as well, events like these are especially meaningful. You won’t want to miss it.


Well, what about during your downtime? Do you want to geek out about accounting with some friends? Bask in the afterglow of the Giants’ most recent World Series victory? Receive a personal demo of how our expense report software can save your business time, money, and energy? Realize just how impressive our deep and unmatched integrations with accounting systems like QuickBooks and Intacct really are? Well, we want to see you too! Come network, debate, or just shoot the breeze with Team Tallie at booth #307. We look forward to meeting you!

This November, Become an Expense Report Guru: FREE Tallie Training Webinars!

We believe in not only offering the industry’s best expense report software, but also a lifetime of top notch customer service. Due to the continued success of Tallie’s webinars, we will be offering free weekly training for users, administrators, and approvers alike throughout the month of November. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

Register for a November webinar below to have Tallie Experts walk you through quick & easy training sessions!



1. Walk 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 have.

Tuesday 11/4 8:30 – 9:00 am PDT
Tuesday 11/11 8:30 – 9:00 am PDT
Tuesday 11/18 8:30 – 9:00 am PDT
Tuesday 11/25 8:30 – 9:00 am PDT


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.

Thursday 11/13 8:30 – 9:00 am PDT


1. Provide a tour of the Tallie Accountant Portal.
2. Walk through the client account management process within the Accountant Portal.
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.


Thursday 11/20 8:30 – 9:00 am PDT


1. Walk through how to set custom policies and approval levels within Tallie.
2. Show how Tallie streamlines your expense workflow with multi-point data export and bi-directional accounting system integration.
3. Answer any and every Tallie question you have.

Thursday 11/6 8:30 – 9:00 am PDT

If you have any questions 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!

What You Should Know About the New QuickBooks Online Accountant

Those of you fortunate enough to be attending QuickBooks Connect 2014 (or feverishly monitoring it via social media!) have already learned the great news. Intuit has unleashed their brand new QuickBooks Online Accountant service, and boy does it have accountants talking. This incredibly robust program promises to save accountants time and effort with enhancements like easy access to all your books from anywhere, at any time, as well as allowing better collaboration and transparency. So what do YOU need to know about the new QuickBooks Online Accountant? Read on to discover more about just a handful of the fantastic new features that are coming your way!

Talle Blog - QuickBooks Online Accountant

Never Miss a Beat with a New Customizable Dashboard

Not everybody knows this, but accountants make great jugglers. No, really! No matter how many clients they have, an accountant must always keep both eyes out for every little detail, hiccup, and red flag that comes their way. Fortunately, the QuickBooks Online Accountant dashboard will make sure accountants have constant visual access and control over alerts, to-dos, and recent activities for each and every one of their clients–all in one place! Need to take a closer look at the books? Easy: the dashboard also provides one-click access to each client’s books and payroll.

Easy and Enhanced Tax-Mapping

Good news, tax specialists! QuickBooks Online accounts will soon be easily mappable to your tax accounts. After making tax-only adjustments within QuickBooks Online, accountants can push those changes directly into Intuit Tax Online without unnecessarily impacting the books. So look forward to seamless, impeccable record keeping and tax return generation!

Firm, But Flexible, Access Control

Want to limit which members of your firm can view or change which parts of your clients’ books? The new employee access controls available through QuickBooks Online Accountant will allow you to set roles and permissions for individual employees at multiple levels. You’ll be able to choose between Full, Restricted, or even customizing your own permission settings.

FREE QuickBooks Online Plus, Wholesale Pricing, Easy ProAdvisor Account Access, and More

The truth is, there are a whole host of new features and bonuses set to be released with QuickBooks Online Accountant. These include, but are not limited to, a FREE subscription to QuickBooks Online Plus, which will be offered complete with Intuit Payroll. This means that all of your business’s paychecks and guaranteed-accurate payroll tax calculations can be seamlessly integrated into your accounting software at no additional charge. Otherwise, accountants can save 50% for the life of their client’s QuickBooks Online subscription through Intuit’s wholesale pricing. And for you ProAdvisors out there, all of the product training, certifications, and benefits you know and love through your existing ProAdvisor program will now be accessible directly in QuickBooks Online Accountant. No new tabs or apps or anything! Just simple, direct access to all your necessary resources, right there within your accounting system.

Stay tuned for more coverage of exciting announcements from Intuit’s QuickBooks Connect 2014! Come on down to booth #310 to say hi to your friends at Tallie. We’d be happy to discuss our award-winning expense report automation software’s unmatched integrations with QuickBooks and QuickBooks Online!