Tallie Expense Reports – 10.6.9 Release Notes

We’re quickly approaching the second half of 2015, but the Tallie Team hasn’t slowed down one bit. We’re excited to announce some exciting product updates for our customers including enhanced Groups features, updated concatenation functionality for custom CSV exports, and improved “Print to PDF” functionality. Take a peek:

Using Groups to Control Extensive List Data

In addition to expense categories, Tallie administrators can now use Groups to limit which employees can select which Customers, Projects, Classes, Departments and Locations. This update provides further control with ease for our clients with more extensive and complex back-end setups.

How It Works: To add a Project, Class, Location, etc. to a Group, tracking for that list item must first be enabled in Tallie’s Features tab.

If a user is in more than one Group, the access restrictions are accumulative.

Example: If Group A is restricted to Class 1 & Class 2 and Group B is restricted to Class 1 & Class 3, then a person who is in Groups A & B will have access to Classes 1-3.

If a Group does not include the selection of any option for a given list item, then this is considered a non-restriction.

Example: If Group C has no listed classes, then a person who is in Group C will have access to all classes. This non-restriction does not override any restrictions in place for the other groups, so a person who is in Groups A, B & C will still only have access to Classes 1-3.

Projects Resources and Groups for Projects behave together in a subtractive way.

Example: If you’re listed in the Project People tab for Project A and B, and your group grants you access to Project B & C, you effectively only have access to Project B.

tallie-10.6-release-notes-expense-reports1

Groups: Active List Data & Restrictions Viewing Options

From the list view, Tallie administrators can now choose to activate or deactivate the Groups they’ve created (see image). Additionally, the list view now displays all active list data restrictions (i.e. Projects, Departments, Classes, Customers, and Locations).

NOTE: If restriction for a list item is not turned on, the item label will be hidden.

tallie-release-notes-expense-report2

Concatenation for Custom CSV Export

We’ve expanded Tallie’s existing concatenation functionality to now work for both Custom Export and CSV templates.

How it Works: To concatenate values into a single row, simply assign the same column header to more than one row. If you need spaces between the values, insert a row with -None- for the Tallie field and a space as the fixed value, or you may also use symbols as needed.

Example: In the image below, we’re exporting a concatenated field for “Project | Class.” We can do this by applying the same column header to a row for Project Name, a row with “ | “ for the fixed value, and a row for Class. The concatenated field will populate in the first column that uses the column header.

tallie-expense-report-release-notes3

Print to PDF Improvements

Signature Lines are back! Based on customer feedback, we’ve brought back Signature Lines to “Print to PDF” expense reports. This feature is helpful for Tallie clients who prefer to provide their customers with signed expense reports for invoicing purposes. Signature Lines are now available for both “Print” and “Print to PDF” options.

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 Expense Report App: iOS v3.0 is Here!

Our team is thrilled to announce the launch of the latest Tallie iOS App (v3) on the Apple App Store. This update is packed full of new and exciting updates to boost your mobile experience.

This iOS app update is a big one – we heard your valuable feedback and addressed many of your top requests. This new Tallie iOS app is fully synchronized with the desktop Tallie experience. We are now smoother than ever and much faster to boot. We’re really proud of our new Tallie iOS 3.0 App for many reasons. Check out some of the highlights:

Add expenses quicker than ever before in Tallie.

  1. Create or Edit Mileage Expenses

Create mileage expenses by entering your beginning and ending destination. Tallie will calculate the mileage reimbursement rate for you!

  1. Add New Expenses In Seconds

Tap once to take a receipt photo. It’s as simple as that. Open the app, tap to take a photo, and submit your expenses. tallie-expense-report-mobile-ios-app-v3

  1.  Add & Edit Expense Details in App

The Tallie iOS app now offers an improved design for adding and editing expenses. Cleaner, smoother, and less clicks involved to ensure all expense details are submitted correctly.

  1. Upload Multiple Receipts At Once

Let’s say you are out on a business trip and don’t have time to immediately create your expense report. Simply snap a photo of each receipt throughout the day (even when offline) and upload them together later that night.

Tallie’s Improved iOS App Functionality

The ability to add expenses to a new or existing expense report is now easier than ever. What’s even better? We’ve improved the design of Tallie’s duplicate detection and ‘Out of Policy’ flagging features in the iOS mobile experience.

tallie-expense-report-app-mobile-4     https://blog.usetallie.com/wp-content/uploads/2015/05/tallie-expense-reports-app-5.png

Lastly, for Tallie customers this mobile iOS update also includes support for custom dimension names and new dimensions (ie customers, locations).

We know you’ll love these updates as much as we do. Download the latest Tallie iOS App (v3.0) today! As always, the updates don’t stop here. We are 100% committed to delivering the best expense report software solution on the market, and that’s only possible from valuable user feedback.

Wait no further – Download the latest version of Tallie iOS v3.0 now!

For our awesome Tallie Android app users – don’t worry – many of these features were launched for your back in December. However, new features are on the way!

What are your favorite new features of the latest Tallie iOS App (v3.0)? Tell us in the comments below!

McGladrey Selects Tallie as an Expense Management Solution

SAN FRANCISCO– May 18, 2015 – Tallie, the leading SaaS expense reports innovator, announced today that they have signed an agreement with McGladrey LLP, the nation’s leading provider of assurance, tax and consulting services focused on the middle market. Through this partnership, McGladrey will provide its clients with a robust and cost-effective expense management solution.

“With the innovation occurring in technology and mobility today, businesses face an entirely unique set of financial and accounting challenges,” said James Cashin, partner at McGladrey. “We selected Tallie as a strategic expense management partner because of their extensive integrations, flexibility and ease of use.”

“McGladrey understands that modern businesses need to be nimble, efficient and automated, where appropriate, to be competitive,” said Chris Farrell, CEO of Tallie. “That’s why we’re excited to partner with them in offering Tallie as part of their IT solutions stack. We built Tallie to do most of the work for the employee, the accountant and IT, so they can focus on the business at hand. We’re looking forward to bringing this to McGladrey clients to enhance the already robust services that McGladrey provides.”

For more information about the services McGladrey provides, visit www.mcgladrey.com.

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 solutions 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 McGladrey

McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. McGladrey is a licensed CPA firm, and serves clients around the world through RSM International, a global network of independent accounting, tax and consulting firms. For more information join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.

McGladrey Contact:

Katie O’Brien, Senior Marketing Associate

McGladrey LLP

617.241.1406

katie.obrien@mcgladrey.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

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

Webinar Reminder: Boost Your Business with Tallie + Xero’s Expense Management Experience

Boost your business today with the Tallie + Xero automated expense management workflow!

Tallie and Xero’s integrated workflow offers global small businesses high-caliber accounting tools that offer significant time savings and internal controls previously unavailable to businesses of their size.

Take your business to the next level with two powerful players in the accounting industry– Tallie expense management and Xero accounting software.  In this 60 minute webinar, we’ll show you how Tallie + Xero to eliminate double data entry and maximize transparency for better compliance and policy control.

Register for the Webinar
Wedneday April 22nd
10 – 11 am PDT

Tallie-Xero-Integration-expense-reports

 

Tallie and Practice Engine Partner to Provide Leading Expense Management for Top U.S. Accounting Firms

SAN FRANCISCO, CA – April 14, 2015 – Tallie, the leading SaaS expense management innovator and Practice Engine, a major supplier of practice management systems to professional firms worldwide, have combined their solutions to allow companies to manage corporate expenses by their employees through a convenient, cloud-based expense management system. Tallie will be demonstrating the integration at the Practice Engine Experience, the Practice Engine open conference, taking place May 7th-8th, 2015 in Tampa, Florida.

“We are very excited about this partnership, which combines the unique power of Tallie together with our leading practice management system that can be accessed from anywhere and on any device.” said Mike Francis, the Founder & CEO of Practice Engine.  “Our clients’ team members can now create and submit their expense reports for approval on the fly, without having to bring a stack of receipts back to the office, and do so in a fraction of the time.”

“This partnership with Practice Engine represents a major workflow advancement that delivers immediate ROI to some of the biggest names in the accounting industry,” said Chris Farrell, CEO of Tallie. “We are proud to provide firms this clear-cut solution that benefits both approvers and end users.”

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 receive immediate policy alerts for stronger fraud prevention and its industry-leading accounting and bill pay software integrations provide the most compelling expense solution in the marketplace.

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 Practice Engine

Practice Engine is a major supplier of practice management systems to top professional firms, in Europe and the U.S. including 12 of the Accountancy Today Top 100 Firms. The company combines a strong technical emphasis with close client relationships to secure and retain a substantial list of top firms as clients.

www.practice-engine.com

Tallie Press Contact:
Waggener Edstrom Communications
Marisa Hagerman, 415-547-7017
tallie@waggeneredstrom.com

FORBES: Tallie’s Expense Report Software Selected by H&R Block Small Business

As you may have heard, H&R Block recently selected Tallie as the exclusive expense reports solution for its Small Business Services. Tallie’s automated features are set to save H&R Block’s small business clients money, as well as countless hours of time spent on expense management.

On Friday, Ben Kepes wrote an article for Forbes.com explaining why this partnership is so important for small businesses:

“The reality [used to be] that integrating discrete solutions [was] time and resource-heavy and hence impractical for SMBs. If you’re an enterprise you have an IT shop with time to create custom integrations between the different solutions you use – not so for a SMB. The result, therefore, was that SMBs generally chose a monolithic solution that had as much of their functional needs as possible. Anything else was generally resolved with paper-based processes.

The rise of the cloud has changed all that. Enabled by application programming interfaces (APIs), the building blocks that let applications be readily integrated with each other, we now have a paradigm where SMBs can chose a range of different solutions and (theoretically at least) plug them in together as they see fit – so SMBs will take a core cloud accounting product, bolt on POS, HR and expense functionality and create for themselves a highly specific solution.

. . .  H&R Block is now able to offer an automated expense management solution to their customers, and thus end the annual ritual of taking ones filing agent a shoebox full of receipts. Not only will Tallie help the “shoebox syndrome” it also offers quality-assurance functionality – duplicate and error prevention and auto-categorization of expenses for example.”

We’re thrilled to be helping so many small businesses streamline their workflow, prevent expense fraud, and integrate their entire accounting system. To learn more about what makes Tallie and H&R Block Small Business Services so special, read the full article over at Forbes.com

 Automate your expense reports with Tallie FREE for 14 days – no credit card or commitment required. Care for a walkthrough by a trained expert first? You can schedule a free Tallie product demo with one of our experts.

Tallie & PEX Card Webinar Recap (Video Inside)

Tallie and PEX Card hosted a webinar to share a simple solution for dramatically improving the expense management workflow. We affirmed that petty cash was dead, and that Tallie & PEX Card killed it. Our solution saves money, eliminates busy work, prevents fraud, and offers total control over your expenses. Best news of all? We’ve saved the recording for you.

Listen to our CEOs discuss:

• Gaining industry-leading controls without the cost.
• The right tools & best practices to prevent expense fraud at your business.
• Replacing annoying cash advances & risky corporate cards with the smart option.

To learn more about how Tallie & PEX Card can work for your business, sign up for a personal demo.

HIRING: Email Marketing Intern

About Tallie

Our high-growth SaaS company is looking for a highly motivated Email Marketing Coordinator to join our team.This role offers a unique opportunity to jump into a fast-paced, energetic team and gain experience working with a variety of departments and collaborate on all types of projects.

Tallie is cloud-based business expense report automation software that streamlines the entire expense management process.

Overview

  • Looking for a team player that has familiarity/experience within Cloud/SaaS/Technology and/or Accounting/Finance (major plus)
  • Email Marketing Intern works with marketing team to create, implement, and maintain diverse email and webinar campaigns for a variety of channels.
  • Webinars and Lead Generation, including all logistics pre-, during and post-webinar follow up.
  • Content creation for variety of inbound lead channel nurturing campaigns, as well as test, measure, track and optimize your work.

Responsibilities:

  • Implement and maintain lead nurturing programs, including webinars and email marketing.
  • Coordinate webinar program, including scheduling, invitations, and personalized post-webinar follow up.
  • Maintain webinar calendar, including all logistical details.
  • Execute email marketing program, including monthly newsletter.
  • Work with Marketing Team, Hubspot, and Salesforce.com for executing campaigns and tracking results.
  • Coordinate and traffic campaign materials to partners, vendors, and internal groups, communicating specific campaign instructions and/or details by the provided due date.
  • Review partner websites and communications for changes and new opportunities.

Desired Skills:

  • Positive, enthusiastic disposition
  • Interest and/or experience in finance/accounting a huge plus
  • Highly motivated self starter with an insatiable desire to learn new things
  • Consistent ability to deliver high quality work on time
  • Excellent verbal communication
  • Strong organizational skills and detail-oriented by nature

Think you’re the perfect fit? Email a copy of your resume and cover letter to alicia@tallie.com, and a bit about why you want to join our team.

www.tallie.com

Position Title: Email Marketing Intern

Location:  San Francisco (SOMA)

Type: Unpaid Internship

Tallie First Expense Management Solution to Offer CPE

News Highlights:
Tallie now accredited by NASBA to deliver Continuing Professional Education (CPE, or in some states Continuing Education/CE) to Certified Public Accountants

Tallie Certification reflects the company’s longstanding commitment to the CPA community.

SAN FRANCISCO, CA — January 22, 2015 — Tallie, the leading SaaS expense management innovator, announced today that its clients can now earn continuing professional education credits through Tallie training sessions.

Starting immediately, practitioners can complete the Tallie Certification course offered at the company’s headquarters or requested on-site client locations, and receive up to 7 CPE credits in Computer Science. Tallie Certification focuses on mastery of Tallie for account administration and management with training tools for employees and clients. It comprises of 3 NASBA-certified courses: Tallie Mobile Pro (1 CPE hour), Tallie Expense Pro (1 CPE hour), Tallie Accounting Pro (5 CPE hours).

“It’s great to see Tallie roll out a CPE program that enables accounting professionals to learn about one of the best cloud-based efficiency tools available today and immediately automate one of the most tedious and time consuming activities in the accounting profession,” said L. Gary Boomer, CEO of Boomer Consulting Inc.

The certification costs $200 per attendee and no prerequisites or advanced preparation are required. CPE certification may also be delivered as part of the Tallie Key Program – the company’s advanced strategic consulting and dedicated support services.

Upon successful completion of the course, participants will be emailed their certificate within two business days.

To enroll in the course or to learn more, visit the Tallie Certification Program.

“We are very pleased to offer our CPE program to help educate industry professionals on how mobile efficiency tools such as Tallie can greatly benefit accounting professionals’ productivity with a robust process and controls, “ said Chris Farrell, CEO of Tallie. “Our blend of industry leading customer service and accounting roots make us uniquely suited to deliver a top notch program for professionals to earn their required CPE credit.”

Since its launch, Tallie has received widespread endorsement and awards from the Accounting industry. It is the first and only comprehensive solution providing the following combination of benefits:

  • Submit and approve expenses in seconds. Employees’ receipt photo is scanned for date, merchant and dollar amount data and is automatically populated in Tallie, minimizing data entry and eliminating errors.
  • The only expense report software with automated features: expense smart-categorization, duplicate detection and credit card and receipt auto-match.
  • Custom, automated policy and approval controls: In-process policy violation alerts to employees, managers and approvers. Customized, multi-tiered approval chains. Approve expense reports online or directly from email.
  • Complete, seamless accounting and bill pay integration: Tallie automates 90% of back-end accounting data entry. Key expense data and receipt documentation are sent to accounting and bill pay systems and updates are synced immediately.

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 solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, The Sleeter Group and Inc. Magazine. The company currently serves more than 3,000 business customers with more than 100,000 active paying users. www.tallie.com

MEDIA CONTACT

Waggener Edstrom Communications

415.547.7017

tallie@waggeneredstrom.com