Critical Information at Your Fingertips: Tallie Expense Report Software 11.1 Release Notes

There’s been a mantra around the Tallie offices in the last few months — we’re on a mission to ensure a seamless expense report software management process for our client administrators. It’s a complex process to keep all your systems in sync, so we strive to keep it simple and functioning smoothly.

With that in mind, Tallie engineers have created a more robust export experience for our software release version 11.1 that provides you with more comprehensive status and historical information than ever before. Additionally, we’ve added a few enhancements to our integrations (particularly Intacct) and will begin sending out invoice and payment confirmation via email with the next billing cycle.

Export Status Tracking

Prior to exporting to any integrated system, Tallie has always run each expense report through a comprehensive validation process, where Tallie validates that all mapped entities on the report are active and properly linked to entities in the accounting system. If errors are found, the report will be placed in error state with specific steps towards remediation indicated. Once validation is complete, Tallie processes the expense data into a format appropriate for transmission to the target system and finally delivers the data. In version 11.1, we are now displaying to our users exactly which expenses and reports are validating or processing at any given time, before being transmitted. We hope this further transparency will help with troubleshooting and understanding of our process.

Tallie Expense Report Softaware - Status Tracking on Report Line Items

The status and destination of each expense is communicated in real time while the expense report is being exported.

What does Queued Status Mean?

If a report remains in queued state for a duration of time, Tallie is waiting to connect to the integrated system. QuickBooks Desktop customers can clear reports from queued state by signing in and connecting TallieConnect.

Expense Export History

Tallie’s powerful multi-destination export logic is capable of breaking apart a report and exporting it to a wide variety of destinations, including payroll files, practice management files, accounting systems and bill pay systems, all with the click of the Export button. With this power comes great responsibility, so we’re now appending an export history record to each individual expense on the export page. This history area will communicate to you where each expense has been exported and the most recent date/time of that export action.

Tallie Expense Report Software - Export History on Report Line Items

Once an expense has been exported, Tallie provides you with the destination and date/time of the export event.

Email Notifications for Subscription Billing

Tallie regularly bills our clients at the close of the month. We’ve made our invoices available in the Billing area of Settings for quite some time, but now we’re also going to send each system administrator an email with the full invoice prior to charging the credit card, and a follow-up receipt once the payment has gone through. We hope this helps you better track your Tallie costs. Please note that if you are on the Enterprise Plan, you may not receive these emails as regularly. Please refer to your signed agreement for your billing cadence.

Tallie Expense Report Software - Payment Receipt Confirmation

Invoice and payment receipt emails containing line item detail will be sent to company administrators.

Additional Feature Enhancements

  • Intacct Users: You can now mass update selection of export enterprise (Export Expenses To) on People page.
  • Intacct Users: We now provide Vendor on the line item when exporting to Accounts Payable.
  • Intacct Users: Your account can now be configured so that managers from Intacct are no longer assigned as approvers during sync. Please contact Support for system configuration.
  • New Currencies Added: MYR Malaysian Ringgit, EGP Egyptian Pound
  • Fixed: Archived expense categories are no longer being auto-mapped on iOS and Android apps.
  • Fixed Some customers had difficulty deleting credit card profiles.

Do these updates improve your process? Send us your thoughts on the latest version of Tallie expense report software – we love your feedback. You can reach out to our Product Expert team by email at support@usetallie.com or by calling 888-874-1118 Ext 2.

More Options & Better Performance: Tallie Expense Report Software 10.10 Release Notes

Fresh on the heels of our updated expense report app for iOS and Android, we’re happy to announce the release of Tallie expense report software v10.10. We focused on giving our account administrators a greater range of options for managing Tallie accounts and spent quite a bit of time improving overall Tallie performance. Additionally, we’ve released a brand new status page at status.tallie.com, which you can use to track Tallie uptime. If you’d like to be the first to know about our scheduled maintenance or performance issues, subscribe to updates on that page. Here are some more details on the release:

Drop-Down Menu Performance

When it’s time to code your expenses to classes, projects and other accounting list data, you want the process to be quick and painless. We’ve introduced a few solutions to help you along.

Tallie Expense Report Software Improved Drop Down Menu Performance

Visual Display of Relationships
Let’s say you have multiple layers of projects, departments or locations. We now help you sort through this data by displaying parent-child relationships with visual indentation in the lists.

Search by Parent Project
For our customers who use the Tallie projects list to manage multiple jobs for each of their clients, we’ve built the ability to search for sub-projects by the parent name.

Accounting Code Display
If your company uses codes to reference classes, locations, customers and any other list data, we’ll show those codes to you in the drop down menu as well.

Billable Feature Controller

We originally built Tallie with professional service providers in mind, giving them powerful tools to track expenses against customers and jobs, as well as the flexibility to bill expenses directly back to clients. As it turns out, many of our customers who love Tallie actually don’t have any need for these project billing features. With this release, we’re offering the ability to hide this functionality for all your users, right from the Features page in the Company Preferences area of Tallie Settings.

Tallie Expense Report Software Billable Feature Controller

Integrations Performance

Tallie’s best in class direct integrations with QuickBooks, QuickBooks Online, Bill.com, Intacct and Xero are constantly being tuned and improved. Plus, our recently released scheduled file data transfer integrations for other accounting and practice management systems are getting regular improvements as well. Here are a few of the enhancements we offer with this release:

Tallie Expense Report Software Syncs with Bill.com and QuickBooks Online

Certified Support for Bill.com’s Sync 2.0 for QuickBooks Online
Tallie is the only expense report software offering simultaneous integration with both Bill.com and an accounting system. Bill.com recently upgraded their support for QuickBooks Online, and this release guarantees simultaneous support for customers using the Sync 2.0 between Bill.com and QuickBooks Online. Plus, we’re now ensuring that Tallie always syncs with both QuickBooks Online and Bill.com, even if your Tallie environment is configured to export only to Bill.com.

Fewer Sync Errors
Tallie uses sync errors to communicate when issues need to be addressed in communicating with other systems, but sometimes the sync errors can be extra unnecessary information. We’ve suppressed some of these basic errors so you can enjoy Tallie without the extra chatter.

Improved Processing of Massive Files
We have a few customers who use our file data transfer integration to send tens of thousands of projects to Tallie from their practice management systems. We’ve updated how we work through those files to get better performance than before.

Feature Improvements

In addition, we made a couple of additional functional improvements to Tallie. They include:

  • More improvements were made to the duplicate detection algorithm to make it more accurate
  • We added two new currencies: Vietnamese Dong and Mozambican Meticals
  • We’ve begun a process to help resolve issues with duplicated transactions delivered to Tallie from credit card bank transaction feeds. This release should provide some improvement, with more to come.

Bug Fixes

There were also quite a few small issues resolved in this release. They include:

  • Custom payment memo is applied to item-mapped credit card transactions in Xero, QuickBooks Online and QuickBooks Desktop
  • When exporting paid bills to BIll.com, the invoice date now always matches the process date
  • Some customers reported issues in viewing HTML receipts after export to Bill.com. We’ve resolved that issue.
  • Our usage graph that we provide in the Billing area to track your usage to date showed a false spike half way through last month. We’ve resolved that issue as well.

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.

Moss Adams Selects Tallie as Expense Management Solution

Moss Adams Selects Tallie as Expense Management Solution

Top 100 Accounting Firm Chooses Tallie for Its Client Accounting Services Practice

SAN FRANCISCO, CA – May 5, 2015 – Tallie, the leading SaaS expense management innovator, today announced that Moss Adams LLP, one of the largest accounting and business consulting firms in the nation, has selected Tallie’s award-winning software as the primary expense report solution for its outsourced accounting group.

“Tallie is part of the ecosystem of tools that are shaping the future of the industry,” said Larry Kammerer, Partner at Moss Adams. “Our outsourced accounting team chose Tallie because they have the expense solution that saves time and money. Tallie is an excellent business partner that helps us grow our practice and add new markets.”

“Moss Adams pioneered the way for Cloud accounting, dramatically improving the industry’s potential for innovative, specialized services,” said Chris Farrell, CEO of Tallie. “Their technological expertise, profound understanding of client needs, and emphasis on high-level financial analysis have cemented their reputation as a world-class firm. We are honored to have Moss Adams as a Tallie Key Program Partner.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving time and money for businesses. It automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. Clients also receive immediate policy alerts for stronger fraud prevention. Additionally, its industry-leading mobile interface, rapid automated data capture, and deep accounting and bill pay software integrations sends expense data quickly and accurately with minimal client effort or manual data entry.

The Tallie Key Program provides firms with upfront, strategic planning and ongoing dedicated support that aligns technology solutions and business strategy to maximize Business Process Outsourcing growth and performance. Tallie helps drive business growth through collaborative communication focusing on three core areas; enablement, monetization, and innovation. Using proven methodologies and best practices, Tallie enhances the trusted advisor role while achieving outstanding results for firms and their clients.

For more Tallie news, visit our press room, read our Blog, watch our video and follow us on Facebook, LinkedIn, Twitter, Google+and YouTube.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About Moss Adams

A leader in assurance, tax, consulting, risk management, transaction and wealth services, Moss Adams has a staff of over 2,000 that includes more than 250 partners. Moss Adams focuses on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams. www.mossadams.com

Tallie Investor Contact:

Nick Kormeluk, Chief Operating Officer

949-500-0003

nick@tallie.com

 

Tallie Press Contact:

Marisa Hagerman, Waggener Edstrom Communications

415-547-7017

tallie@waggeneredstrom.com

Tallie Wins Stevie Award for Support Team of the Year 2014 Category

Tallie, makers of award-winning expense report software, proudly announces that we won the bronze Stevie Award for Support Team of the Year! Competing against some of the best software companies in the country, Tallie is honored to have placed in this category. We sent two members of our team to the Chicago awards ceremony to accept the award, and both returned with incredible stories to share.

Lucy Lei, Tallie’s Product Expert Manager, reflects on their trip. “It was an honor to have been nominated for a Stevie award, and to win one feels amazing. Being in the same room as a large and incredible group of people who are working towards the same ideals, you get an overwhelming sense of pride both in your work and in your team. It’s too bad that the entire Product Expert team couldn’t fly out there to bask in the spotlight of recognition, but I know we are two cogs in the well-oiled machine that is our team and we accept the award of all their behalves. We’re proud of what we do and excited to add this award to our ever-growing trophy case.” Transforming our support team into a product expert team has made a crucial difference in the advancement of our company and we are ecstatic that Stevie has acknowledged that growth.

Screenshot 2014-08-06 13.25.14

Sitting next to our friends at Accountingdepartment.com, this event was a great chance for Tallie to deepen our connections with like-minded companies in the accounting industry. With this recognition from the Stevie Awards, Tallie is now better able to reach out to the community and spread our mission to others.

Learn about how we reinvented our SaaS customer service through product expertise.

 

9.16 Release: NEW Affiliate Portal Features

Salutations! The Tallie Team is excited to make three major announcements in our 9.16 release. This release introduces support for PEX Prepaid Business Cards, unveils new expense management features for our Affiliates and Resellers, and marks the launch of Tallie’s integration with QuickBooks Online.

Affiliate Portal Features
Tallie Resellers and Affiliates now have an area in which they can create new accounts and monitor clients’ usage either per client or on aggregate, alongside billing details.

If you’re a Reseller or an Affiliate, simply go to “Settings”, “Billing” and click on “Reseller Management.”

To view client usage:

tallie-release-notes-reseller-portal-expense-management

 

If you have any additional questions, please contact our Product Expert Team directly at 800-592-5144 or support@usetallie.com

Thank you!

Sincerely,
Tallie Team

When Stevie Met Tallie: Tallie Named Stevie Awards Finalist for Support Team of the Year 2014

tallie_support_team_year_2014_stevie_awards

Tallie is thrilled to announce that we’ve been named a Stevie Awards Finalist for Support Team of the Year 2014! Over 3300 nominations from a wide gamut of businesses and industries applied, and Finalists were chosen by more than 150 business professionals. Considering the esteemed panel of judges that evaluated Tallie’s story, we are honored to be named a Finalist for such an award. To say our thanks, we’d like to share with our readers a few facts about the Stevie Awards and their history.

Meet Stevie: 5 Random Facts about the Stevie Awards

  1. Businesses and individuals from over 60 countries have received Gold Stevie Awards since 2002.
  2. “Stevie” is shortened from Stephen, which means “crowned” in Greek.
  3. The hand-cast “Grand Stevie” (overall winner) is approximately 16 inches tall, and finished in 24-karat gold.
  4. Stevie holds a crystal pyramid, which is meant to embody the hierarchy of human needs. This symbolizes the philosophy that if basic needs are met, human beings seek the esteem of their peers.
  5. To earn the status of Finalist in the Stevie Awards, nominated organizations must receive high scores throughout 5+ weeks of preliminary judging.

When Stevie Met Tallie: 

Tallie was nominated for Support Team of the Year in the category of Computer Services & Computer Software. We shared our story of reinventing SaaS customer service through product expertise, and referenced a Desk.com case study on the proven success of our team.

After adopting an innovative SaaS customer service approach, we transformed our Support Team into a Product Expert Team. This transition proved critical to the growth of our company and product experience as a whole. Together, our Product Expert Team attracts new clientele and directly influences Tallie’s future. Most importantly, this development has ignited passion and drive within each team member which fosters an immeasurable impact on the spirit and character of our team morale.

We are excited to have been named a Finalist in the 2014 Stevie Awards, and anxiously await the announcement of Gold, Silver, and Bronze category winners at their Chicago awards banquet in June!