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.

Executive Assistant & Better-Than-Ever Integrations: Tallie Expense Report Software 11.0 Release Notes

Tallie is consistently recognized for building the most robust accounting integrations in the industry. In order to maintain this standard, we focused the majority of our efforts on fixing as many imperfections as we could find in our integrations, as well as adding new functionality such as exporting merchant names to Bill.com and fine-tuning our CSV template generator to make them more powerful than ever.

In addition to the enhancements made to integrations and export, the highly anticipated Executive Assistant feature is now live in beta format for select customers! A user can be given the Executive Assistant permission and assigned to manage tasks for one or more executives.

Export corporate credit card merchants to your Vendor list via Bill.com

Knowing where you’ve spent your money is critical to running a business. However, it is often difficult to track expenses by vendor when exporting expense reports in bill format because the vendor is the payee on the bill (the employee or credit card), not the merchant from whom each item was purchased.

In this release, we introduced a new option to include merchant/vendor data in non-reimbursable exports to Bill.com. When exporting corporate card transactions as individual paid bills, admins now have the option to export merchant names to Bill.com Vendors list in addition to the default Credit Card Vendor option. This enables admins and accountants to export both reimbursable and non-reimbursable expenses to Bill.com for approval and attachment purposes without sacrificing the ability to run a report on corporate credit card spend by merchant.

Tallie Expense Report Software Corporate Card Export Settings for Bill.com

Select “Individual Transaction Merchant” on the Export Settings page to use this feature.

 

Tallie Expense Report Software Export Merchants to Bill.com

When configured, each bill will be exported from Tallie to Bill.com payable to the credit card transaction merchant.

[Beta] New Executive Assistant feature gives the ability to manage tasks for one or more executives

A select number of our customers and partners have been asked to beta-test our new Executive Assistant feature. When this feature is activated, users can be granted the executive assistant permission to access and manage other users’ accounts. This access can be configurable to date ranges and a specific subset of permissions.

When acting as an executive assistant, he/she will be able to create expenses, approve reports, export, and manage Tallie settings on behalf of the executive without receiving full access to the executive’s account. Additionally, they will be able to perform these executive assistant functions without needing to sign out of their personal Tallie account.

When a report is submitted to the executive for approval, both executive and delegate will receive a notification and can approve directly from it. The use of the Executive Assistant feature does not affect billing as active user is calculated based on expense owner, rather than the people creating expenses.

Tallie Expense Report Software Executive Assistant Beta Feature

When acting as an executive assistant for another user, you can access both your individual account and the executive’s account using your email and password.

This feature is currently in beta mode and will be released to our general user base after we receive feedback from our early evaluators and make further improvements. If you’re interested in being a part of the beta team, please contact our Product Experts and we will provide you with a beta program overview and help you configure the functionality for the needs of your company.

Product Enhancements & Fixes

  • For our customers with access to multiple Tallie accounts, the styling of the Identity Details page has been updated for more clarity.
  • We have placed more restrictions on syncing a single Tallie account with potentially conflicting accounting and/or bill pay systems.
  • The engine for creating .CSV export files has been updated significantly, with a great deal more options, additional export formats and the ability to search for the data fields.
  • We have added optional enhanced restrictions on Intacct sync, configurable by each dimension.
  • Added multiple foreign currencies: Bangladeshi Taka (BDT), Moldovan Leu (MDL), Botswana Pula (BWP), Namibian Dollar (NAD), Pakistani Rupee (PKR)
  • We’ve addressed the issue where expense mappings appeared to be erased when approvers edit expense reports, but reappeared upon page refresh.

Would you like to be a beta tester for our new Executive Assistant feature? Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

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!

Watch Tallie’s Expense Report End-User Training Webinar

In April, we hosted a live End-User Training Webinar in an effort to continue providing our clients with top-notch support in navigating their Tallie accounts.

In this 25-minute webinar, we covered a quick Tallie product demo and highlighted some new and powerful expense report software features. We then covered the most popular Tallie-related questions that our Product Expert Team receives, and answered some live questions and answers from the audience.

We hope you find this webinar both enjoyable and helpful! Take a look:

Do you have any additional questions regarding your Tallie end-user experience? Leave them in the comments below and we’ll reply as soon as possible!

Reinventing SaaS Customer Service Through Product Expertise

Tallie’s Product Expert role is more than a standard SaaS customer service position, but it hasn’t always been that way. When I joined the team in 2011, we were the Customer Support team. Our primary focus was to ensure our clients always received the answers they needed, trusted our guidance, and felt appreciated as a customer. But as time went on, we realized we had the opportunity to grow and develop our team into something much greater than a traditional customer service provider.

Tallie-saas-customer-service-product-experts

Tallie’s Product Expert Team redefines what it means to provide exemplary SaaS customer service in the financial industry.

In 2012, we built on the SaaS customer service model to develop the Customer Experience umbrella. In an effort to foster collaboration with the Sales team, we executed a formalized communication strategy between teams to ensure all members had visibility into client progress. Acknowledging that our buyers were experts in their field, we wanted our expertise and customer engagement to help guide the sales process. This created a seamless transition from purchase to implementation and support.

Late in 2013, we evolved into the Product Expert team. It became clear that our team had the most amount of product knowledge within the company, and there was an opportunity to leverage that knowledge to influence all facets of the organization. Product Experts are in the unique position to welcome all new employees, regardless of department, and strengthen their knowledge of our product before launching into their new position. As a result, new members are empowered to explore a natural transition into any company department, from marketing to development and beyond. This proves to be a tremendous differentiator for Tallie.

By focusing on expertise, we were able to restructure the onboarding process for new customer service employees. For us as a team, this was incredible. Now, new members embark on a rigorous training path beginning with complete product immersion. Once through the initial training phase, our day-to-day is comprised of managing client relationships and participating in cross-functional collaboration groups with other departments.

Using an innovative SaaS customer service approach to transform the Product Expert team has proven fundamental to the growth of our company. Together, we attract new clientele and directly influence the future of our products. What’s more, the move has ignited a passion and drive that has immeasurable impact on the spirit and character of our team.