Making Life Even Easier for Tallie Administrators

The current pandemic has made effective expense management even more critical for all organizations. Understanding the status of unapproved expenses is vital for finance teams and accountants to effectively forecast cash flow, which is essential for organizations to thrive in this challenging economic environment.

That’s why we’re excited to announce the launch of Tallie Administrator Overview, which is available immediately to all Tallie customers as part of their subscription. Tallie Administrator Overview offers a panoramic view into the status of all expenses in the system, even if they haven’t yet been submitted by end-users or approved by managers. 

The solution gives expense administrators straightforward insights into how much employees are spending, and also enables them to understand the status of every employee’s expenses, without having to switch user views. 

Not only can administrators view expenses at each stage, they will also have the ability to remind users to submit expenses, push unsubmitted reports to the approval process, or approve on the managers’ behalf. This ability reduces the potential for organizations to be caught off-guard by large unsubmitted expenses, and the overall insight that Tallie Administrator Overview provides makes it easier for administrators to have a holistic view of all outstanding employee spend, enabling more effective and efficient financial forecasting.

Key features of Tallie Administrator Overview include:

  • Remind users of pending unsubmitted reports and remind approvers to review submitted reports.
  • Submit unfinished expense reports for approval.
  • Approve expense reports on behalf of your assigned approvers
  • Easily sort through expense reports of all states with a variety of criteria, including submission date, amount and approval date.
  • Click on any user’s submitted or unsubmitted expense report to view all transactions.

We’re confident that this new solution will be a big help to all Tallie customers, both as we navigate the current financial climate and as we move forward. To learn more about Tallie Administrator Overview, create a 14-Day Free Trial today!

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!

tallie-expense-report-training-webinar-live

TALLIE USER TRAINING

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.

Register:
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

APPROVER TRAINING

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.

Register:
Thursday 11/13 8:30 – 9:00 am PDT

ACCOUNTANT TRAINING

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.

Register:

Thursday 11/20 8:30 – 9:00 am PDT

ADMINISTRATOR TRAINING

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.

Register:
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!

Become an Expense Report Guru. FREE October 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 success of Tallie’s September webinars, we are continuing to offer free weekly training for users, administrators, and approvers alike. Lasting only 30 minutes, these training sessions are packed with information ranging from product guidance to live Q&A with Tallie Experts.

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

tallie-expense-report-training-webinar-live

TALLIE USER TRAINING

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.

Register:
Tuesday 10/7 8:30 – 9:00 am PDT
Tuesday 10/14 8:30 – 9:00 am PDT
Tuesday 10/21 8:30 – 9:00 am PDT
Tuesday 10/28 8:30 – 9:00 am PDT

APPROVER TRAINING

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.

Register:
Thursday 10/16 8:30 – 9:00 am PDT

ACCOUNTANT TRAINING

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.

Register:
Thursday 10/9 8:30 – 9:00 am PDT
Thursday 10/23 8:30 – 9:00 am PDT

ADMINISTRATOR TRAINING

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.

Register:
Thursday 10/2 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 2We hope to see you there!

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. In a continued effort to deliver a premium expense report solution, Tallie now offers free monthly training webinars for users, administrators, and approvers alike. 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 September webinar below to have Tallie Experts walk you through quick & easy training sessions!

tallie-expense-report-training-webinar-live

TALLIE USER TRAINING

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.

Register: 
Tues 9/2 8:30 – 9:00 am PDT
Tues 9/9 8:30 – 9:00 am PDT
Tues 9/16 8:30 – 9:00 am PDT
Tues 9/23 8:30 – 9:00 am PDT
Tues 9/30 8:30 – 9:00 am PDT

APPROVER TRAINING

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.

Register: Thu 9/18 8:30 – 9:00 am PDT

ADMINISTRATOR TRAINING

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.

Register: Thursday September 4, 2014 –  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 2We hope to see you there!