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.

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.

Tallie Expense Management – August Webinar Schedule

Throughout the month of August, we are conducting free weekly webinars on a range of subjects to ensure you get the most out of our expense management software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each webinar is loaded with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free August webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense reports.
  2. Share the tips and tricks to create your expense report in a few minutes.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday August 1st 8:30 – 9:00 AM PST

Tuesday August 8th 8:30 – 9:00 AM PST

Tuesday August 15th 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday August 22nd 8:30 – 9:00 AM PST

Tuesday August 29th 8:30 – 9:00 AM PST

ADMINISTRATOR TRAINING

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

Register:

Thursday August 10th 8:30 – 9:00 AM PST

Thursday August 24th 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit card management within Tallie.
  2. Show the three types of credit card connections in Tallie.
  3. Answer any and every Tallie question you have.

Register:

Thursday August 17th 8:30 – 9:00 AM PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense tracking features that you may utilize in Tallie.
  2. Review customization and options of your account’s configuration.
  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 August 3rd 8:30 – 9:00 AM PST

Thursday August 31st 8:30 – 9:00 AM PST

If you have any questions about Tallie’s expense management software 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!

Introducing Tallie Time — Tallie Expense Report Software 12.1 Release Notes

Since the launch of Tallie, we’ve been regularly adding new features and enhancements to the product, with the goal of bringing you the expense-tracking software that saves you the most time. Over the last year or so, we realized that our customers were looking for a comprehensive time and expense product all in a single application. Our focus in the last couple of months has been to build a new time-tracking product within Tallie, designed and developed to share the same experience of Tallie Expense. With this release, we’re excited to introduce Tallie Time as a beta product! This is a restricted beta, as the product is best suited for customers who track time for customer billing purposes. Read on for a detailed list of features, and please reach out to support@usetallie.com if you think your company would be a good fit for beta testing!

Enter time with just a few clicks or taps

Creating time entries in Tallie is just as simple as creating expenses. We’ve added a new “Track Time” permission to user profiles for customers who have Tallie Time beta enabled. For those users with the Track Time permission, a new Time entry page can be found in the top navigation bar of the web app and a Time entry mode can be accessed from within the Tallie mobile apps.

Tallie Expense Report Software - Time Entry Page

Enter time and keep track of the status of your submitted entries on the Time Entry page.

The latest mobile apps v4.1 are now available in the App Store and Google Play. This release features time-tracking functionality and various bug fixes. Users with the Track Time permission will be able to create time entries by tapping the plus button in the Android app, or toggling to Time at the top of the screen and tapping the plus button in the iOS app.

Tallie Expense Report Software - Create time entry from the iOS app

Tallie Expense Report Software - Create time entry from the Android app

Creating time entries in Tallie mobile apps is as simple as a few taps.

When entering time, the mandatory fields are date, duration and time type. In addition, users can map the appropriate dimensional data, including project, customer, class, department, and location to a time entry, or flag a time entry as billable to a client. The availability of these fields are all controlled by the admin settings within Tallie, giving you more control over how your users track time. Additionally, users can choose to record time against a single day or multiple days from the same dialog screen.

Tallie Expense Report Software - Create Time Entry

Enter time for a single day or multiple days from the same screen.

Email notifications make time approval easier than ever

If you use Tallie to track expenses, you have experienced the convenience of email approval and rejection. Whenever someone submits time, the time approver will receive a notification within a few minutes to either approve or reject directly from the email. In order to prevent approvers from getting inundated by approval notifications, time entries submitted within a certain timeframe will be included on the same email.

Tallie Expense Report Software - Approval Email

Approve or reject time from approval notifications — no separate login required.

In case of a rejection, the submitter will receive a rejection notification so they’ll know to edit and resubmit in a timely manner. Approval notifications go to the executive assistant(s) of the submitter and the approver as well, if such role has been configured in your account.

View time entries by user and pay period on the new Time Approval page

We’ve added a new Time Approval page under the Approval tab. If your enterprise has both Time and Expense enabled, you’ll be able to easily switch between the respective approval pages. Time entries are grouped by pay periods, and approvers can select one or a few pay periods and approve them from this page. Similar to the Expense Approval page, there’s a “View approved entries” in the upper-right corner which has an archive of all time entries previously-approved by the approver.

Tallie Expense Report Software - Approval Page

Select one or a few pay periods to approve, or click on a pay period and approve by submitter.

Clicking on a pay period will take you to a page where you can browse all entries pending approval, grouped by submitters. There are three different ways to approve or reject. First, you can click Approve All/Reject All to mass approve/reject entries submitted by a user. Second, you can hover over the down arrow on the far right and click “Approve Time Entry” or “Reject Time Entry” in the action menu to approve or reject individual entries. Finally, you can select a few entries and hit “Approve Selected” or “Reject Selected.”

Tallie Expense Report Software - Approval Page User View

Approve or reject individual entries from the action menu.

Export time to QuickBooks Online and/or payroll

Any user with the Export permission can access the Time Export page and export from there. The primary view of Time Export page is made up of two sections: Pay Periods ready for export and batches of time entries in the process of export.

Tallie Expense Report Software - Time Export Page

Time Export page is made up of pay cycles ready for export and batches. A batch is a group of time entries exported together.

The orange Export Alerts badge has information that would give you better visibility into the current submission status of the pay period:

Tallie Expense Report Software - Time Export Alerts

Export Alerts dialog gives you a clear idea of the current status of a pay period.

Clicking on a batch or a pay period on the Time Export page will show you the content of the batch or the pay period, where time entries are grouped by submitters. From here, you can then drill down further to the user view.

Tallie Expense Report Software - Time Export Page

Ready for export entries are grouped by submitters when viewing a specific pay period.

Tallie Expense Report Software - Time Export Page User View

User view of the Export page displays all time entry details and any export errors.

All Tallie integrations are supported for data sync, however, QuickBooks Online Plus is the only accounting software supported for direct time export during the beta period. For other accounting software users, we have updated our CSV export feature to incorporate the time-related additions. This will allow you to export time data from Tallie as CSV files and upload them to your payroll provider and/or ERP.

Tallie Expense Report Software - Export time to QuickBooks Online

Time exported to QuickBooks Online can be found in Weekly Timesheet.

New Affiliate client templates significantly reduce the workload when creating a new client

Many of our accounting partners (affiliates) have standardized on specific customer configurations, with certain features, expense categories, etc. made available to similar clients. The goal behind affiliate templates is to streamline the process for creating standardized resold client accounts by allowing affiliates to create templates based on existing clients’ settings and to select a specific template when creating a new resold account. If you don’t have a standardized process, just select the default expense template.

To create a template based on a client, click on the pencil icon on the right side of the client’s name in Reseller Management portal. At this time, only expense settings are included in affiliate templates.

Tallie Expense Report Software - Affiliate Template

Tallie Expense Report Software - Affiliate Templates

Create a template based on an existing client’s settings by clicking the pencil button.

Additional Enhancements

  • Intacct GL posting date on AP bills is populated with the prompted date now
  • Fixed the issue where some expense reports containing mileage expenses are $.01 short in Intacct

Looking for a product that supports billable time-tracking and has export capabilities to QBO and payroll software? We’re happy to show you how Tallie Time beta could save you time. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Tallie Expense Management – June Webinar Schedule

During the month of June, we will be hosting free webinars on a variety of subjects to help you get the most out of Tallie for your Expense Management needs.

These webinars provide completely free training for employees, managers, and accountants alike. Each webinar lasts between 15 and 30 minutes and is packed with information ranging from product guidance to live Q&A with Tallie Product Experts.

Register for a free June webinar below!

TALLIE USER TRAINING

  1. Run through the creation of Tallie expense reports.
  2. Share the tips and tricks for Expense Management.
  3. Live Q & A session for any questions you may have.

Register:

Tuesday June 6th 8:30 – 9:00 AM PDT

Tuesday June 13th 8:30 – 9:00 AM PDT 

Tuesday June 20th 8:30 – 9:00 AM PDT **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday June 27th 8:30 – 9:00 AM PDT

ADMINISTRATOR TRAINING

  1. Walk through how to create custom policies and approval levels within Tallie.
  2. Show how Tallie streamlines your expense reporting workflow with multi-point data export and bi-directional accounting system integration.
  3. Live Q & A session for any questions you may have.

Register:

Thursday June 8th 8:30 – 9:00 AM PDT

Thursday June 22nd 8:30 – 9:00 AM PDT

APPROVER TRAINING

  1. Walk through the expense reports approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Live Q & A session for any questions you may have.

Register:

Thursday June 15th 8:30 – 9:00 AM PDT

ACCOUNTANT TRAINING

  1. Run through a variety of expense reporting features that you may utilize in Tallie.
  2. Review customization and options of your account’s configuration.
  3. Show how Tallie streamlines your accounting workflow with 1-click multi-point export and bi-directional accounting system integration.
  4. Live Q & A session for any questions you may have.

Register:

Thursday June 1st 8:30 – 9:00 AM PDT

Thursday June 29th 8:30 – 9:00 AM PDT

If you have any questions about Tallie’s expense reporting software 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!

Tallie Expense Report Software 12.0 Release Notes

For the past couple months, the Tallie team has been laying the groundwork for a major product release that’s happening early this Summer. While we’re still developing more features and polishing the ones that have already been built, we’ve also added some enhancements and addressed certain issues. Stay tuned for our upcoming release, but until then, read on to learn about the additions and bug fixes you can find in Tallie starting today!

New Enterprise Time Zones

São Paolo, Brazil, all Australian and New Zealand time zones are now available in our Localization menu in the Company Preferences area.

Tallie Expense Report Software - Enterprise Time Zone

Oceania and São Paolo time zones are now available.

Further Improvements to our Bank Data Delivery Credit Card Feeds

Ever since the release of our in-house credit card integration at the end of 2016, we have been able to successfully connect several clients’ commercial cards, some of whom need support for dozens of corporate card sub-accounts. We’ve had success on all three financial institutions we support, which are Visa, MasterCard and Amex. Due to the fact that the process of initiating a Bank Data Delivery is not always the same across different banks, our Product Expert team would assist the client every step of the way and raise any technical roadblocks to our Development team. In this release, we’ve addressed a handful of Bank Data Delivery issues, including well-formed files with no transaction data being treated as errored files, file parsing error, and auto-import skipping transactions. We take pride in the integrations we built from the ground up and we’re continuously making enhancements to them, that includes Bank Data Delivery as well.

Tallie Expense Report Software - Bank Data Delivery Credit Card Feeds

Bank Data Delivery supports corporate card sub-accounts from Visa, American Express and MasterCard. New sub-account shows up automatically when the bank sends transactions attributed to it.

Additional Fixes

  • Monetary Approval Levels Addressed the issue where if a monetary level is not part of the managerial chain, it would interfere with the managerial approval. Also addressed another issue where unlimited approver is skipped and default approver is contacted when there’s a “silent” approver who is not assigned in the approval flow.
  • Fixed the issue where expense category default billable flag prevents user from making the expense not billable.
  • Fixed Print Selected reports functionality on the Export/Exported page does not include the Google Maps for mileage expenses.
  • Rewrite Billing page “past due” error if there are older invoices that need to be processed after the admin had updated credit card, so admin knows to contact Support.

Stay tuned for the big announcement coming early this Summer.

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.