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.

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 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.

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.

(Looking for the right expense solution for your small business? Download our guide.)

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.

Tallie 12.2 Expense Report Software Release Notes

In the last few weeks, we’ve been focusing on improving the performance of our brand new time product as well as addressing high priority issues. In addition, we’re officially releasing one of our most popular beta features, Executive Assistant. Read on for more details!

Executive Assistant is now out of Beta

If there is an administrative assistant at your company who manages expense entry, coding, matching and/or submission, this feature is for you!

You can now enable the Executive Assistant functionality from the Features page in Tallie settings. Once Executive Assistant is enabled, an individual user can be given the “Access/Manage Other Accounts” permission. From there, you may assign the user a specific subset of permissions for management of others’ accounts.

Tallie Expense Report Software - Executive Assistant

Executive Assistants are able to manage specific tasks without receiving full access to the admin account.

Executive assistants are able to switch between profiles easily without needing to sign out of their personal Tallie account.

Tallie Expense Report Software - Executive Assistant

Executive Assistants can switch profiles easily in the user settings menu.

We’ve collected valuable feedback in the beta phase and fine tuned the feature in order to prepare it for wide release. Thank you to all who participated in the beta program!

Sort and Filter in Tallie Time

The sort and filter for the time product shares the same basic idea as that for expenses, with the addition of dimensions. Depending on your accounting system and company settings, the availability of certain dimensions in the sort and filter menu may vary.

Tallie Expense Report Software - Sort and Filter

To activate sort and filter, simply click Sort Time Entries By and select an option to narrow your list of time entries. Depending on your selection, you can filter the results even further, such as switching between ascending and descending order or choosing to view all time entries submitted within a specific date range.

Tallie Expense Report Software - Sort by submitted date

In addition to the Time Entry page, the sort and filter feature is also available on Approval and Export pages, giving approvers and exporters more control over how the time entries are presented to them.

Tallie Expense Report Software - Approval page sort and filter

The sort and filter functionality is available on Time Entry, Approval and Export pages.

Product Enhancements & Bug Fixes

  • Time rejection email now includes rejection reason
  • Fixed Time Entry page not loading in Safari: For optimized results in Tallie Time, please continue using Chrome during the beta phase.
  • Fixed the issue where Executive Assistant’s active dates are not honored
  • Fixed the issue where Executive Assistant settings show “Track Time” in expense-only enterprises
  • Made sure we handle processing of non-standard PDF files more gracefully so they don’t slow down general receipt processing speeds
  • Made sure we only validate for projects and classes when exporting to QuickBooks
  • Made sure auto-import for credit card statement upload skips payments
  • Fixed the issue where Approver tab is missing in newly-created resold accounts

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.