For the love of accountants: Tallie Expense Report Software 10.10.3 Mini Release Notes

Here at Tallie we consider ourselves the expense report software solution of choice for the accounting profession. This means we’re committed to offering a beautiful user experience that provides a high quality of expense data processing at a fraction of the time. We don’t cut corners on finance teams’ needs. Instead, we go meet with our accountants in their offices, to watch and learn how they use Tallie and how Tallie can be improved to meet their needs. We are indebted to our accounting partners for their brilliant feedback and insight.

The last few releases have featured improvements based on these important relationships, and this mini release is no different. We made some small changes that we believe will help save time in the accounting cycle — we hope these tweaks will save you some time too.

Forward a Receipt from Your Email…and Pick Your Destination!

Let’s say you’re the business owner of three different restaurants and making regular purchases for each or perhaps you’re a staff accountant processing expenses on a regular basis for 10 different outsourced accounting clients. In both cases, because sign in privileges are based on email address, you have the ability to sign in to Tallie on the web or mobile app and switch between a variety of company accounts. However, if you’re forwarding email-based receipts we haven’t had a method to designate a destination company account, so Tallie has sent those email-based receipts to all connected company accounts.

Tallie Expense Report Software Enterprise Selector

When connected to multiple Tallie company accounts you will see each listed on the main selection screen

With this mini release, we’re introducing a new feature that lets you designate a company account destination for each emailed-in receipt. Simply edit the subject line of the email to include the name of the company account and that emailed-in receipt will be sent to that company account only.

Tallie Expense Report Software Enterprise Name in Email

Enter the name of your company in the subject line of your email

If you ever have any questions about which company account you’re currently using, just check the top right corner of your screen while signed in to the Tallie web app, or access the company-switching menu in the mobile apps.

Tallie Expense Report Software Enterprise Name

From within a Tallie company account you can find the exact name in the upper right of your screen

Tallie Expense Report Software Mobile Enterprise Selector

Account-switching functionality is accessed within the mobile apps by tapping the 3-line menu in the upper left of the main screen, then tapping on your name.

Improved Searching by Accounting Codes

In our 10.10.2 Mini Release we allowed for searching in all lists by accounting codes, giving power users more tools for coding their expenses. In this release, we’ve updated the appearance of those drop-down menus so that codes stand out as visual tags, enabling users to choose to focus more on codes or names, depending on their preference.

Tallie Expense Report Software Codes Styled as Tags

Accounting codes are now displayed as tags in Tallie drop-down menus

Are you interested in becoming a Tallie accountant partner? Tallie offers affiliate and reseller programs for accounting firms, plus a wide variety of features to help you manage expense reports in an outsourced accounting practice. For more information, please reach out to our sales team at 800.592.5144. We look forward to hearing from you!

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