Introducing: Tallie Travel Powered by AmTrav

Travel is a costly endeavor for any organization. For smaller companies, maximizing the value of every business trip isn’t just crucial. It’s required. Your challenge comes from controlling spend while giving employees a friendly way to book and manage their travel. After all, you don’t want them wasting valuable time shopping for the best deal. Larger organizations, conversely, benefit from dedicated travel managers who handles booking, itinerary changes, even supporting duty of care. 

A highly specialized role like that isn’t likely a line item on your budget. So how can you give employees an easy travel and expense process while keeping costs in check? 

Here are three key benefits Tallie Travel powered by AmTrav brings:

1. Effortlessly control spending 

Having a user-friendly travel program is excellent. But that doesn’t mean you want everyone spending company money without oversight or control. You need a solution that mimics their experience shopping online, with a level of protection that keeps costs in check.

Your employees won’t have to worry about adhering to company policy since enforcement is baked in. Instead, they only have to choose whether they’d rather fly or drive. Or if they’d prefer a window seat on a cross-country flight.

Additionally, post-trip surveys help calculate the productivity of business travel. An online dashboard gives managers and finance a pulse on which trips helped grow the company. And which trips didn’t bear fruit.

2. Let employees focus on what matters

Employees shouldn’t be wasting time checking policy and shopping for the best deal. You also don’t want to add a new layer of work to finance or admins by asking them to manage travel. They have much more valuable areas to focus like keeping clients happy and their books in check.

With Tallie Travel, all business trips and associated costs sync within the system. Employees quickly reconcile transactions and code them on the fly, or when they have some downtime. This helps to keep expense submissions timely and accurate, two things anyone can appreciate. 

The integration also saves finance from entering data twice as the traveler has already captured all the pertinent documentation and coded expenses correctly. 

Give finance visibility into spend

By centralizing all travel booking, business owners and finance leads see every dollar spent. They don’t have to wait until the end of the month to see a hefty travel bill hit their desk. Instead, they see Alex in finance booked a pre-approved trip, and every expense was within budget.

You can also capture immediate savings by tracking and applying unused tickets, an option not typically found while self-booking through an online travel agent (OTA). As users shop for their trips, Tallie Travel nudges them to use available credits. The savings can be nearly instant—and massive.

Business owners get an interactive dashboard to maintain their duty of care. This is a crucial component of compliance, and helps travelers know their employer is looking out for them. In a world with so much chaos, having a simple way to ensure traveler safety should be the bare minimum. 

Learn more about how Tallie Travel can help you control costs while freeing up employees to focus on more important tasks.

Corporate Credit Card Changes Coming Soon

With each Tallie release, we try to improve and enhance our customers’ experience, particularly in areas of critical importance. Soon, we will be releasing some changes to our corporate credit card transaction importing functionality, which may require some planning and adjustment for our customers. We know it’s important for our customers to plan ahead for change, which is why we’re sharing this information now. The end result will be a much improved experience, and our Product Experts will be available to help you if a change is required. Read on for our planned changes:

Introduction of New Bank-Direct Data Transfer Connections

Beginning in early December, we will begin offering a brand new service for corporate credit card management. Tallie will give you the tools to establish an agreement with the issuing bank for each of your credit cards which, once signed, will grant the authority to the bank to provide regular transfer of credit card transaction details for all cardholders directly to Tallie, without any intermediary.

Cards Supported
Upon release, we will be able to support standard data feed formats from American Express, Visa and MasterCard. If you hold a different brand of card, please reach out to our Product Experts to review the potential data formats available.

Early Action Steps
Tallie will not be offering beta access, however you may work with the Product Expert team to get the agreement in place with your bank and begin the data transfer process early. This will allow the Product Expert team to confirm data is being received properly and ensure that you will be able to take advantage of the feature when it is released.

Guaranteed Multi-Card Support
As long as the bank provides identifying details in the transfer file to distinguish between cards, such as last four digits or cardholder name, Tallie will automatically recognize each card’s transactions and route those to the appropriate card.

Planned Sunset of Third Party Aggregation Feeds for Card Accounts with Multiple Cardholders

At the end of the year, we will terminate support for our multi-cardholder credit card feeds from third party card aggregators in favor of our new bank-direct feature. Single card feeds will not be affected by this change.

Troubleshooting Tips
If a multi-cardholder feed experiences an issue between now and our termination date, our Product Experts will offer you one of four interim solutions:

  1. If the card is issued by Chase, American Express, Citi or Silicon Valley Bank, a Product Expert can work with you to establish a “direct connect” OFX connection between Tallie and the bank
  2. You may request individual login credentials from the bank for each card, then connect directly to each of these cards via an aggregated feed
  3. You can create a profile for statement upload for each card, then perform a statement upload procedure on each profile
  4. Begin the process to establish a bank-direct data transfer connection early by reaching out to your Account Manager

For complete documentation, please visit our How to Transition off of Multiple Card Accounts help document.

Connection Transfer for Some Single-Card Accounts

In early November we will be shifting providers for some of our single-cardholder credit card feeds. If your credit card is affected, a Product Expert will be reaching out directly to the administrator of your account to reconnect via a new provider.

Feel free to contact support for any questions related to these alternative card connection options. We can be reached by email at support@usetallie.com, over the phone at +1-888-874-1118 x2 or via live chat in product. Please excuse any prolonged wait times for responses as we are assisting each respective client and thoroughly addressing all concerns.