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.

6 Ways to Stay on Top of your Expenses with Tallie

We’ve all been there, hustling through a business trip, meeting clients, crushing projects, kicking tail, until suddenly your trip is over and your expense report is blank. You rack your brain, retrace your steps, and pray that you left a paper trail. All in an effort to piece together your purchases. We get it, entering expenses can be tedious and time-consuming, especially if you’re using an archaic paper process. Good news: there’s an easier way.

Enter expenses on the fly.

With the Tallie mobile app, you have the flexibility to capture receipts anywhere you take your phone. Any free moment is an opportunity. As soon as you’re handed a receipt, swipe open the app and snap a photo.

Record it as it happens. 

Feel free to open and edit your expense report as many times as needed. You can enter your expenses as the day unfolds, little by little. The easy-to-use interface allows you to plug in expenses in half the time so you can get back to the grind.

Preload it.

Let Tallie take manual data entry off your plate. Code your project, location, class, and department ahead of time for your convenience. Once you’re ready to enter an expense, the bulk of the details will already be coded for you.

Connect your card.

Connect your corporate credit card and let Tallie automatically pull your credit card charges onto an expense report.

Send in your mail. 

Easily pull in any email receipts by forwarding your receipts to  receipts@tallie.com. Whether the receipt is a PDF or in the body of the email, Tallie will capture it.

Erase your mistakes.

Submit an expense report that’s missing something? Call it back with the “unsubmit” button, make your changes, and send it back to your approver at the touch of a button.

Expense Solution Software – November Webinar Schedule

Throughout the month of November, we will be conducting free weekly webinars on several subjects to make sure you get the most out of our expense solution software.

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

Register for a free November 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, November 7th, 8:30 – 9:00 AM PST

Tuesday, November 14th, 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday, November 21st, 8:30 – 9:00 AM PST

Tuesday, November 28th, 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 real time integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday, November 2nd, 8:30 -9:00 AM PST

Thursday, November 30th, 8:30 – 9:00 AM PST

CORPORATE CREDIT CARD TRAINING

  1. Walk through the corporate credit transaction 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, November 9th, 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 real time integration.
  4. Answer any and every Tallie question you have.

Register:

Thursday, November 23rd, 8:30 – 9:00 AM PST – Cancelled due to the Thanksgiving Holiday

If you have any questions about Tallie’s expense solution 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!

Understanding and Streamlining the Transition to Outsourced Accounting

Businesses have recently discovered an array of advantages when they outsource critical accounting functions to an external team. This change makes perfect sense, especially when one considers the advanced software and technological assets that make it possible.

However, the transition hasn’t been easy for everyone. In fact, several complications can come up, particularly for the accounting firms providing these outsourced functions. Thankfully, the release of a new feature is helping to streamline this process, making the shift to outsourced accounting more efficient and successful.

Growing Demands for Outsourced Accounting

Outsourced accounting is no longer a trend. It’s a fact on the ground. For years, the enterprise community has demanded that external experts take on bookkeeping responsibilities.

Currently, the global bookkeeping market generates $74 billion in annual revenues, and is experiencing more than 5 percent annual growth. As more businesses continue to outsource their accounting needs, this market will only continue to expand.

What’s Driving This Transition?

It isn’t difficult to understand the advantages of outsourced accounting. When companies shift this responsibility to a team of external experts, staff members have more time to focus on other mission-critical tasks. But time saving isn’t the only motivation for businesses to outsource accounting services:

– Capital Savings: This type of service can bring a pay-as-you-go nature to a company’s accounting needs, enabling an organization to lean on the knowledge of outsourced accountants when they need it most. This helps reduce overall accounting costs, saving considerable financial capital.

Even organizations with full-time outsourced accountant partnerships save significantly. More often than not, the price of outsourced services is notably less than what it would cost to recruit and hire an internal accounting team.

– Impartial, Expert Advice: An outsourced team can also provide unbiased guidance to business leaders when they need it most. This type of advice can prove particularly valuable as a company expands.

“Experienced accountants have seen many businesses grow and scale,” inDinero contributor Jonathan Grabis wrote. “This means they can provide comparative and critical analysis and are familiar with what you should prepare for, how to make smarter spending choices, and which financial solutions will be the best fit for your business model.”

– Access to Advanced Technology: Leveraging the services of an outsourced accounting firm also means companies have access to the latest financial tech without having to invest in purchasing these systems themselves.

Streamlining the Onboarding Process

Technology represents a cornerstone of today’s accounting industry, but these systems can also create sticking points that complicate a company’s transition to outsourced accounting.

This is especially true during the onboarding process. In the past, accounting firms have had to manually tailor their software solutions to align capabilities with each client’s specific needs. This was a complex activity that required an experienced hand, and also increased the time it took to onboard clients and begin accounting work.

Thankfully, this critical pain point is now being addressed. Tallie’s newest release includes a feature that streamlines the software customization process, enabling accounting firms to more quickly onboard new clients transitioning from older systems to firm-managed, standardized platforms.

Tallie’s Affiliate Templates allow accounting firms to create special standardized versions for client processes and workflows. In this way, client needs can be organized into specific tiers, and when a new client comes on board, the firm is able to auto-provision an account that aligns with a selected template. This makes the onboarding process much more efficient, and significantly reduces the time it takes to set up a new client. Thanks to Affiliate Templates, it now takes only minutes to transition new clients to the accounting firms’ standardized system.

To find out more about this feature and how it can streamline the transition to outsourced accounting for your clients, contact us today.

Tallie Expense Tracking Software – July Webinar Schedule

Throughout the month of July, we are conducting free weekly webinars on a range of subjects to ensure you get the most out of our expense tracking 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 July 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:

Wednesday July 5th 8:30 – 9:00 AM PST 

Tuesday July 11th 8:30 – 9:00 AM PST

Tuesday July 18th 8:30 – 9:00 AM PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday July 25th 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 July 6th 8:30 – 9:00 AM PST

Thursday July 27th 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 July 20th 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 July 13th 8:30 – 9:00 AM PST

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.

The Fastest Expense Coding You’ve Ever Seen: Tallie 11.2 Expense Report Software Release Notes Featuring Spreadsheet View

We’ve been working on a new feature on the Purchases page for the past few months and we’re excited to unveil it in this release — the Purchases Page Spreadsheet view! Built with usability and efficiency in mind, the Spreadsheet view is the easiest-to-edit view on the Purchases page thus far. In addition, we implemented notifications to approvers when reports have been unsubmitted, added support for export as draft to Intacct, and addressed a variety of export issues that were raised since the last release. Read on for more details!

Purchases Page Spreadsheet View

The much-anticipated Spreadsheet view is now live! In the upper-right corner of the Purchases page, you can now switch between the Tallie signature tile view, the table view, and the latest Spreadsheet view. The Spreadsheet view is designed to provide power users a way to rapidly code and edit expenses by incorporating tab and return commands to navigate between cells. By displaying all expense details in individual cells, the Spreadsheet view also offers enhanced visibility.

Tallie Expense Report Software - Purchases Page Spreadsheet View

The Purchases Page Spreadsheet View features in-line edit and tab and return commands to navigate between cells.

Similar to Microsoft Excel, hitting the Return/Enter key saves the current cell’s content and navigates to the cell below, and the Tab key moves the cursor to the cell on the right after saving the current cell’s content. The Tab and Return magic doesn’t end here. Holding down the shift key and hitting Return saves the current cell’s content and takes you to the cell above it, while Shift + Tab saves the current cell before moving the cursor to the cell on the left. Just like Tile and Table views, use the category icons to select a few expenses. Once these expenses are selected, you may choose to edit all, delete all or start a report with the selected expenses.

We released Spreadsheet as a beta feature as we continue to fine-tune it, and we’re excited to hear your feedback and suggestions if you have any! Please note at this time Spreadsheet view is not supported in Firefox or IE browsers (including Edge).

Export Expense Reports as Draft to Intacct

The majority of our Intacct customers rely on Tallie to handle their approval process for expenses prior to export to Intacct. However, some of you have requested additional flexibility to allow for later approval processes in Intacct after export from Tallie. In order to serve your needs, we now offer export to both the Accounts Payable module (bills) and Time & Expense module (expense reports) in Draft state, in addition to the already-supported Approved state. Please note that a manual process is required in Intacct to mark these Draft bills and expense reports as Approved prior to payment.

Tallie Expense Report Software - Export to Intacct as Draft

Exporting reimbursable expenses in Draft state provides additional flexibility for exported data in Intacct.

Notifications to Approvers When Reports Have Been Unsubmitted

Tallie now sends a notification to anyone who received an approval email when the report has been unsubmitted, regardless of whether they’ve approved the report or not. (We released this feature early so you might have noticed it already!)

Tallie Expense Report Software - Unsubmit Notifications

Email notifications are sent to approvers when a report has been unsubmitted.

Additional Enhancements & Fixes

    • Analytics Page: New data added to Analytics CSV download, including credit card column, submit date, approved date, and export date.
    • Custom Payment Memo: We have added additional fields for customizing your payment memo on export. Please refer to our Customizing Payment Memo support article for more info.
    • Intacct Users: Stalled sync issue observed in Tallie accounts connected via Console credentials is fixed.
    • New Currency: GTQ Guatemalan Quetzal
    • Fixed various export issues, including page refresh being needed to see export error details, exported reports not being marked as Exported, incorrect expense item status messages when export destinations are split, hidden export errors causing reports to be stuck in Queued, reports being stuck in Queued when QBO token is bad, and various incidents of reports being stuck in export states that were unrelated to TallieConnect or QBO statuses.

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.

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.

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.

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.