Tallie 12.7 Expense Report Software Release Notes

Our focus in the past two months has been to add an alternative authentication method and improve performance in various product areas. We’ve also been laying the groundwork for a new accounting system integration, which will be unveiled this Summer. Until then, read on to learn more about our new features!

Make sign-in to Tallie easier with SAML2.0 Authentication

Companies nowadays adopt a wide array of SaaS web apps to handle all kinds of operations that are essential to businesses. With the convenience of web-based applications comes with unique credentials, which could become a barrier to entry when users lose track of one of the dozen passwords they have to memorize. This is why companies have implemented SAML2.0 as a centralized portal that lets users access multiple external applications using their credentials from the Active Directory.

Our SAML2.0 authentication is Service Provider initiated. In order to leverage this, you must have a 3rd party Identity Provider (IdP) such as OneLogin. Already have that? Contact our Support Team with your SAML2 provider URL and Entity ID to get started!

Various Performance Improvements

We understand how any issue could be disruptive to your day-to-day processes, which is why we continuously explore new technologies and make necessary enhancements to make our product more reliable. In this release, we got to the bottom of some symptoms our users were experiencing, and made adjustments to alleviate or resolve them. These include expense items taking longer than 10 seconds to save on the Purchases page, certain approvers’ inability to view their Approved expenses, and automated syncs for QuickBooks Online not occurring.

Other Enhancements & Bug Fixes

  • Introduced cascading grid on Credit Cards page This results in better space utilization and supports wide monitors by displaying up to five credit card profiles horizontally.

Tallie Expense Report Software - Credit Cards page

  • Removed deprecated credit card connections
  • Fixed the issue where editing expense dates on the Approval page wasn’t permitted
  • Fixed the CSV template builder issue where placeholder text wouldn’t clear

 

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 support@usetallie.com or by calling 888-874-1118 Ext 2.

Essential Expense Features for Nonprofit Organizations

In the nonprofit world, every dollar counts. Many local and global nonprofit groups struggle to organize expenses. Expense report software can serve as a vital tool to save nonprofit organizations valuable time and money while providing full clarity of their operational spending. We’ve rounded up six essential features that provide nonprofit groups with the necessary elements to optimize their outreach. 

Mobility

Expense report software equipped with mobile capabilities, such as a smartphone app, gives organization employees and volunteers the flexibility to submit expenses in the field and on the go, anywhere in the world. This accessibility increases user compliance and helps organizations reduce operating costs.

Multi-currency

Currency conversion is as a crucial tool for global nonprofit groups. Programs that encompass a spectrum of global currencies take the burden of currency conversion off of the user. This allows volunteers to quickly capture accurate expenses, no matter where they are in the world.

Mileage Tracking

Mileage tracking allows volunteers to track their movement at the touch of a button. Standard IRS reimbursement rates can be applied to record an accurate reimbursement amount in half the time. 

Seamless Integration

Volunteers often pay out of pocket for the bulk of their expenses. As a result, the reimbursement process is vital to the longevity of an operation. Direct accounting software integration allows administrators to approve and export data instantaneously, ensuring nothing slows down your team. 

Accessible Analytics

Nonprofits are annually rated on how they spend their funding. Organizational expenses are broken into three categories:

  • Program Expenses: Expenses that are necessary to complete a nonprofit’s task at hand (for example, pencils and papers needed for a classroom).
  • Administrative Expenses: Expenses related to managing the nonprofit (for example, accounting and legal fees).
  • Fundraising Expenses: Any expenses that contribute to fundraising.

Nonprofit groups receive a higher rating if they put more of their budget towards Program Expenses. Expense report software with built-in reporting facilitates a simple way for organizations to audit their spending behavior in each category.

Activity-Based Pricing

Every dollar of funding counts. Software with activity-based pricing allows nonprofit groups with seasonal volunteers to save immense time and money. With activity-based pricing, organizations are only charged for users who submit expenses on a monthly basis. This relieves organizations from having to regulate active and dormant volunteers.

To see how an advanced expense reporting solution could benefit your organization, request a demo of Tallie.

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 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.

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 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.

Tallie 12.3 Time & Expense Tracking Software Release Notes

The main focus for this release has been beginning our iterative improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

New Help Icon in the Upper-right Corner

We strive to make Tallie an intuitive, easy-to-use product, but occasionally there are certain features, best practices and frequent asked questions that require a little bit more of an explanation. Our knowledge base houses all of the above and more.

Tallie Time & Expense Tracking Software - Help

Access the knowledge base article for the page you’re viewing by clicking the Help icon.

To make these helpful resources more accessible, we added a Help icon in the upper-right corner of every Tallie page in addition to the existing Help link in the user menu. Clicking on either one will take you directly to the support article of the page you’re currently viewing.

Additional Enhancements & Fixes

  • New Currency: Kuwaiti Dinar (KWD)
  • Added support for time export to QuickBooks Online Essentials
  • Fixed emailed receipts remain in processing in multi-enterprise accounts
  • Fixed the issue where the option to assign Approve permission is unavailable in Mass Update
  • Fixed the erroneous, benign error “Sync could not be completed” during the initial syncs with QuickBooks Desktop
  • Fixed the instance of reports being stuck in Queued when re-exporting corporate card transactions to a bank account

 

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.

Top Trends in FinTech: 2017 and Beyond

While banks, insurers and investment managers may have been slow to adopt advanced systems to support and streamline processes in the past, fintech is now taking the world by storm. In fact, the PwC Global FinTech Report 2017 noted that investments in fintech will continue to increase over the next three to five years, as financial service providers cement partnerships with technology vendors.

Fintech offers considerable benefits for organizations in this industry – according to the report, companies working on fintech projects can expect to see a 20 percent return on investment on average.

As fintech continues to garner interest and become a more pressing part of financial service providers’ critical infrastructure, decision-makers must stay ahead of the curve and select the solutions that will offer the most value for their organizations. Top-trending solutions provide a jumping off point, showing executives the potential these systems can have for their internal and customer-facing processes.

Which fintech solutions should financial service providers consider first? Let’s take a look at the top trends for this year, and beyond:

1) Wider Acceptance of Fintech Solutions

The banking and financial service sector has historically hesitated when it comes to new technologies due to the industry’s needs for high-level security and data privacy. As a result, fintech options floundered in the past, as execs struggled with the best ways to balance security and compliance needs alongside new technological capabilities.

The situation has changed drastically recently, however, as more financial firms are seeking out advanced fintech solutions to address their most pressing industry pain points. While there are still important considerations to make with the implementation of innovative platforms and systems, the days of hesitation toward new technology are nearing an end.

“A large number of our clients are taking aggressive action to determine how they can use these technologies within their ecosystems,” noted Dilip Krishna, Deloitte & Touche LLP managing director and head of innovation. “They’re acting as venture capitalists and investing in their internal projects to see what specific problems these technologies can solve.”

2) Blockchain Becomes More Popular

Digital currencies initially threatened financial service providers, but recent months have seen more acceptance, especially given the rise of blockchain technology. Chargebacks911 explained that this technology comes as an alternative to the traditional transaction method of ACH clearing, and includes an accessible digital ledger to keep track of payments in real-time. In this way, transaction delays can be eliminated and overall use of digital currency can be streamlined for both banks and consumers.

Currently, more financial institutions are exploring the use of blockchain, and experts predict it will only gain popularity as a more efficient means of transactional record-keeping.

Mobile devices add efficiency.Mobile devices add efficiency.

3) Mobile Capabilities Help Level the Playing Field

The ability to use a mobile device to get work done on the go is a growing demand in every industry, and the financial service sector is no different. Fortune contributor Chirag Kulkarni noted that mobility is helping organizations enhance their customer focus, and is improving market competition for older financial service providers as they look to become more modern.

What’s more, support for mobile capabilities hasn’t just been a boon for banking customers – financial service providers have also found success with employee mobility, especially for workers that travel or operate from outside the office. The ability to leverage a mobile device helps ensure collaboration and productivity, and will continue to be an essential capability for financial service staff in the future.

4) Increasing Interest in Automation

An increase in automated processes has been seen across nearly every industry, and fintech is also riding this wave. Automation helps cut down on manual processes, improving efficiency while helping to cut down on human error. Automation, especially as it relates to transaction processing, will continue to be a top focus in financial service technology.

Leveraging Fintech Trends: Mobility and Automation

Financial service providers seeking ways to incorporate these trends within their businesses should consider all of their available options. Mobility and automation are especially key, and an expense reporting solution that supports both can provide a win-win for organizations and their employees.

An industry-leading expense reporting solution enables employees to track and submit expenses via their mobile devices, reducing the potential for lost receipts and unrecorded spending. In addition, such technology provides the best visibility for managers while supporting automated receipt processes and credit card transaction matching.

To see how an expense reporting solution could benefit your organization, contact Tallie for a free trial.

3 Surprising Ways Nonprofits Can Reduce Their Environmental Footprint

Going green has been a top priority in the corporate and nonprofit communities for years now, and it isn’t hard to understand why. Efforts to reduce an organization’s environmental footprint aren’t just beneficial for the planet — they reduce operating costs, boost the group’s mission-driven integrity, and attract and retain top-notch employees and volunteers, according to NeighborWorks America.

These initiatives are especially pressing for nonprofits. Every resource must be tracked and accounted for, and ensuring nothing goes to waste is incredibly important.
Chances are good that your nonprofit may already have a few projects in place to support its green efforts. Let’s take a look at some of the more surprising ways your organization can reduce its environmental impact:

1) Motivate Employees to Participate

Nowadays, it simply isn’t enough to put a recycling bin in the corner and hope for the best. Nonprofits must make additional efforts to ensure that the green initiatives they’ve put in place are being adopted by workers and that these changes will be baked into the organizational culture.

One way to shift practices to greener pastures is by motivating employees with friendly competition, rewards, or recognition. Departments can compete to see who recycles the most materials each week or who saves the most energy overall. This type of event will put sustainability efforts front and center within your organization and ensure that these plans receive the attention they deserve. What’s more, a contest is something simple to put together that can go a long way toward underscoring green initiatives while shifting organizational culture in the right direction.

Employee participation is important in the nonprofit field.Employee participation is important in the nonprofit field.

2) Ensure Building Sustainability

When considering use of resources, it’s important to factor in the organization’s use of space. According to New York’s Concordia College, a recent study found that nonprofit groups are leaders when it comes to use of environmentally friendly buildings. This includes designing and constructing structures with lower-than-usual environmental impact, or retrofitting older spaces to make them more efficient.

This being said, there is still work to be done in this realm. If your organization is located within an older building, it might be time to examine the structure’s inner systems to ensure that things like heating, cooling, electricity, and other utilities use takes place in the most efficient way. Retrofitting or replacing systems may be necessary, and while this does require an up-front investment, the payoffs in terms of efficiency and environmental impact are more than worth it.

It’s also worth it to consider how space and resources are shared. Concordia College noted that it’s now more common for nonprofit employees to share office space and other resources like IT assets to enhance collaboration and reduce environmental impact.

3) Improve the Efficiency of Travel

Travel is often overlooked during sustainability efforts, but it’s an area that is typically ripe for improvement. Because even local travel can consume considerable resources, it’s critical to consider things like commuting as well as the efficiency enhancements that can be made with longer trips.

Establishing a company carpool reduces emissions and creates stronger bonds between co-workers. In addition, encouraging employees to use mass transit through pre-tax benefit programs saves money and reduces environmental impact.

Reducing paper use is something your organization may already be doing, but chances are good that these efforts may not extend to travel. Using a mobile-friendly, paperless expense reporting solution cuts down considerably on the paper collateral needed for expense reporting. With such technology on the side of your nonprofit, employees can easily submit expenses without needing to hang on to paper receipts. Best of all, managers can review and approve reports through the software’s streamlined interface, without having to wade through physical paper reports.

The Paperless Project found that the average office worker uses an average of 10,000 sheets of paper each year, and as much as 45 percent of these printed sheets end up in the trash. Eliminating needless paper is a critical part of improving sustainability, and can significantly enhance efficiency and working processes for employees.

Why Volunteers Need a Mobile Expense Reporting Solution

Church members are incredibly important to any religious organization, and when these individuals volunteer to spread the message and mission of the church, it brings even more value to the organization as a whole.

Today, most volunteers are associated with religious organizations — according to the Bureau of Labor Statistics, more than 62 million people volunteered between 2014 and 2015, and over 33 percent of these volunteers spent their hours with a church or other type of religious institution.

As church volunteer groups grow, it’s important that organizational leaders and those managing outreach programs and other services keep the needs of their volunteers in mind. Members who spend their own time for the good of the church and the community have certain needs to enable them to continue their work, and a chief requirement here has to do with spending.

They Need an Easy Way to Keep Track of Spending
No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures. This is especially true when volunteers are engaged in mission trips, but even events taking place inside the church come with necessary spending — after all, snacks, supplies, and other items have to come from somewhere.

Some spending will be funded by current donations, while other expenditures may be taken care of by volunteers out of their own pocket, when the situation calls for it. No matter how spending takes place, it must be tracked — donations must be accounted for and churches need to keep records of their expenditures for tax purposes.

Providing volunteers with a mobile expense solution is one of the easiest ways to keep track of each and every transaction. In this way, volunteers and church leaders can record spending as it happens, verifying that not a single donated dollar goes unaccounted for.

They’re Always on the Go, and They Don’t Have Time to Hassle with Receipts
Whether on the church’s campus or out and about in the community, volunteers are skilled at taking their mission wherever they go. In the past, church members may have been responsible for hanging onto their own receipts as a method of tracking spending, then either submitting these to a church leader or inputting them into a spreadsheet or expense reporting system themselves.

Technology has come a long way since then, though. A mobile expense reporting solution puts an end to messy expense reporting processes for volunteers, and it can really streamline things on the go. Now, volunteers need not walk around with their pockets full of crumpled receipts — they can quickly snap a photo of their receipts and input them into the expense reporting solution right from their mobile device.

This translates to the best visibility of spending for church leaders and eliminates the problem of lost receipts. With a mobile solution on their side, volunteers can focus more on the activity at hand and worry less about remembering to keep receipts and input expenses by hand.

No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures.

No matter what type of activity volunteers are engaged in, chances are good that they will have certain expenditures.

They Require Quick Reimbursement
Typically a church’s efforts are funded by donations, but sometimes an expense might come up that must be covered. Volunteers are often happy to reach into their own pockets for the good of their organization, but they also expect reimbursement, and making them wait for resolution isn’t ideal for anyone.

A mobile expense reporting solution isn’t just handy for volunteers, but it can simplify the process of reimbursement for church leaders as well. Expenses can quickly be looked over and approved, cutting down delays in the reimbursement process and ensuring volunteers are always supported.

Arm Volunteers with Mobile Expense Reporting: It Makes Your Life Easier!
Mobile expense reporting provides numerous advantages — not just for church member volunteers but for ministry leaders as well. In addition to streamlining overall reporting and eliminating disorganized and lost receipts, investing in mobile expense reporting technology can help free up extra capital for the organization.

“Church expenses can be unpredictable,” MinistryTech noted. “Platforms that connect to mobile apps allow you to access funds and approve requests from any smartphone or computer, whether you’re doing outreach work in the next town or the next state over. The increased visibility can actually make spending more efficient and save money for your church.”

To find out more about the good a mobile expense reporting solution could do for your church, contact us for a free trial today.