New Year, New Features and Better Usability: Tallie Expense Report Software 11.4 Release Notes

We’re starting the new year off right with a few expense report features that we think will jumpstart your productivity. Rather than having one unifying theme, we analyzed our feature backlog and picked the ones that deliver the most value for the broadest cross section of our clients. Take a look — we hope you enjoy!

New action menu featuring new Transfer Expense and Copy Expense functions

Tallie has always given users flexibility to perform all kinds of extra tasks on purchases prior to submission, but we are now providing centralized access to key tasks and functions in the new expense action menu. Included in this new menu are two new functions: Transfer Expense and Copy Expense.

Tallie Expense Report Software - New Action Menu

The new action menu holds all expense actions under one roof, including the new Copy and Transfer functions.

Transfer Expense

Perhaps you created a free trial by mistake and started importing expenses? Or you mistakenly created an expense in your own account instead of one you manage for another user? Transfer Expense functionality is now available for admins, Executive Assistants, and users with multiple Tallie accounts on the Purchases page, and in the mass edit action bar on Purchases and Expense Reports pages when more than one expense is selected. To transfer an expense, simply hover over the new action menu in the expense tile (also available in Purchases page Table view and Spreadsheet view), and then select an account to receive this expense. For more information, visit our support site and read our article on Transfer Expense.

Tallie Expense Report Software - Copy Expense

Copy Expense and Transfer Expense buttons are also available in the mass edit action bar on the Expense Reports page.

Copy Expense

Do you make purchases at the same store for the same reason? Does your company give you daily spending allowances? If so, the new Copy feature is going to save you a lot of time. Copy is available in the new action menu on the Purchases page, and in the mass edit action bar on Purchases and Expense Reports pages when only one expense is selected. Instead of entering all the details into a new expense, you’ll simply need to select a date to copy the expense to.

Bank Data Delivery now supports MasterCard

In the last release, we introduced our very own Credit Cards integration, Bank Data Delivery for Visa and American Express account holders. We’re excited to announce that this integration now supports MasterCard as well. For more information on Bank Data Delivery, please see Enhanced Corporate Card Control: Tallie Expense Reports Software 11.3 Release Notes.

[Beta] Auto-deduct standard commute from mileage expenses

The IRS has limits on businesses claiming mileage-based business expense deductions, specifically targeting deduction of the distance traveled during an employee’s daily commute. Many companies require employees to deduct their standard commute between home and work from most mileage trips in order to be in compliance with this IRS rule. Standard Commute Beta is here to help streamline the process for the clients who may need it as we gather feedback and continue to improve this feature.

Tallie Expense Report Software - Auto-deduct standard commute from mileage expenses

Tallie memorizes your previous standard commute distance so you’ll simply need to enter the start and end points.

Once Standard Commute has been enabled in your account, users will get an additional field, Standard Commute Distance, in the mileage edit view. The value entered here will be deducted from the Distance In Miles (calculated using the to and from addresses or manually adjusted) to get the Total Reimbursable Distance. Previously used Standard Commute Distance is memorized, so the next time the user creates a mileage, he/she will simply need to enter to and from addresses and the Reimbursable Distance will be calculated. Once the feature is enabled, any mileage expense without a standard commute deduction will be flagged as such.

Tallie Expense Reports Software - Standard Commute Badge

Once the feature has been enabled in your account, mileage expenses without standard commute deduction will be flagged.

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 enable the feature for you.

Product enhancements & fixes

  • List of monthly active users is now available: Billing admins can now see a list of monthly active users to date at the bottom of Usage & Pricing tab in Regular enterprise, or Reseller Management tab in Affiliate enterprise (click on the individual Resold account to view active users for it).
  • Fixed QBO export issue where users were unable to export expenses with Projects when Billable feature is disabled in QBO.
  • Fixed the issue where end users were unable to see credit card profiles that have errors.
  • Fixed mobile issue where adjusted mileage distance would revert back to Google calculation on save.

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 Reporting Software – December Webinar Schedule

Throughout the month of December, we are providing free weekly webinars on a multitude of subjects to ensure you get the most out of our expense reporting software.

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

Register for a free December webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense report.
  2. Share the tips and tricks to create your expense report in minutes.
  3. Answer any and every Tallie question you might possibly have.

Register:

Tuesday 12/6 8:30 – 9:00 am PST

Tuesday 12/13 8:30 – 9:00 am PST

Tuesday 12/20 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 12/27 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 12/1 8:30 – 9:00 am PST

Thursday 12/22 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 12/8 8:30 – 9:00 am PST

Thursday 12/29 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Run through a variety of expense reporting 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 12/15 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!

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.

Tallie Expense Report Software March Webinar Schedule

During the month of March, we are running free weekly webinars on a variety of subjects to ensure you get the most out of our expense report software.

These webinars provide free training for employees, managers, and accountants alike. Lasting between 15 and 30 minutes, each training session is packed with information ranging from product guidance to live Q&A with Tallie Product Experts. Take advantage of our special webinar topics available only in March! Tune in next month for more special webinars.

Register for a free March webinar below!

TALLIE USER TRAINING

  1. Run through the creation of a Tallie expense report.
  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 3/1 8:30 – 9:00 am PST

Tuesday 3/8 8:30 – 9:00 am PST

Tuesday 3/15 8:30 – 9:00 am PST **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday 3/22 8:30 – 9:00 am PST

Tuesday 3/29 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 workflow with multi-point data export and bi-directional accounting system integration.
  3. Answer any and every Tallie question you have.

Register:

Thursday 3/10 8:30 – 9:00 am PST

Thursday 3/24 8:30 – 9:00 am PST

APPROVER TRAINING

  1. Walk through the expense report approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Answer any and every Tallie question you have.

Register:

Thursday 3/17 8:30 – 9:00 am PST

ACCOUNTANT TRAINING

  1. Run through a variety of 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 3/3 8:30 – 9:00 am PST

Thursday 3/31 8:30 – 9:00 am PST

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

For the love of accountants: Tallie Expense Report Software 10.10.3 Mini Release Notes

Here at Tallie we consider ourselves the expense report software solution of choice for the accounting profession. This means we’re committed to offering a beautiful user experience that provides a high quality of expense data processing at a fraction of the time. We don’t cut corners on finance teams’ needs. Instead, we go meet with our accountants in their offices, to watch and learn how they use Tallie and how Tallie can be improved to meet their needs. We are indebted to our accounting partners for their brilliant feedback and insight.

The last few releases have featured improvements based on these important relationships, and this mini release is no different. We made some small changes that we believe will help save time in the accounting cycle — we hope these tweaks will save you some time too.

Forward a Receipt from Your Email…and Pick Your Destination!

Let’s say you’re the business owner of three different restaurants and making regular purchases for each or perhaps you’re a staff accountant processing expenses on a regular basis for 10 different outsourced accounting clients. In both cases, because sign in privileges are based on email address, you have the ability to sign in to Tallie on the web or mobile app and switch between a variety of company accounts. However, if you’re forwarding email-based receipts we haven’t had a method to designate a destination company account, so Tallie has sent those email-based receipts to all connected company accounts.

Tallie Expense Report Software Enterprise Selector

When connected to multiple Tallie company accounts you will see each listed on the main selection screen

With this mini release, we’re introducing a new feature that lets you designate a company account destination for each emailed-in receipt. Simply edit the subject line of the email to include the name of the company account and that emailed-in receipt will be sent to that company account only.

Tallie Expense Report Software Enterprise Name in Email

Enter the name of your company in the subject line of your email

If you ever have any questions about which company account you’re currently using, just check the top right corner of your screen while signed in to the Tallie web app, or access the company-switching menu in the mobile apps.

Tallie Expense Report Software Enterprise Name

From within a Tallie company account you can find the exact name in the upper right of your screen

Tallie Expense Report Software Mobile Enterprise Selector

Account-switching functionality is accessed within the mobile apps by tapping the 3-line menu in the upper left of the main screen, then tapping on your name.

Improved Searching by Accounting Codes

In our 10.10.2 Mini Release we allowed for searching in all lists by accounting codes, giving power users more tools for coding their expenses. In this release, we’ve updated the appearance of those drop-down menus so that codes stand out as visual tags, enabling users to choose to focus more on codes or names, depending on their preference.

Tallie Expense Report Software Codes Styled as Tags

Accounting codes are now displayed as tags in Tallie drop-down menus

Are you interested in becoming a Tallie accountant partner? Tallie offers affiliate and reseller programs for accounting firms, plus a wide variety of features to help you manage expense reports in an outsourced accounting practice. For more information, please reach out to our sales team at 800.592.5144. We look forward to hearing from you!

Supporting Strategies Selects Tallie as Preferred Expense Manangement Solution

Next-Generation Financial Services Firm Chooses Tallie for Its Client Accounting Services Practice

SAN FRANCISCO, Calif. – February 04, 2016 – Tallie, the leading SaaS expense management innovator, today announced that Supporting Strategies, a rapidly growing, next-generation financial and operational management firm, has selected Tallie’s award-winning software as the preferred expense report solution for its Client Accounting Services (“CAS”).

“Tallie’s mobile expense management software is revolutionizing the accounting industry,” said Leslie Jorgensen, CEO and founder of Supporting Strategies. “By automating the expense report workflow, Tallie affords small businesses opportunities for growth they might not otherwise have the time or resources to undertake. Our team chose Tallie because they share our philosophy of leveraging technology to provide businesses with the fastest, most efficient and most cost-effective accounting solution possible.”

“Supporting Strategies is well-known for building and driving business models that combine scalability, financial expertise, and savings into incredible accounting solutions for their clients,” said Chris Farrell, CEO of Tallie. “Their emphasis on service, cloud accounting, and small business support means their clients don’t have to devote their time to bookkeeping and can instead focus on growth and success.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving businesses time and money. 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.

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 Supporting Strategies

Supporting Strategies has provided outsourced bookkeeping services and operational support to growing businesses since 2004. Clients get the support they need, when they need it, at a price they can afford. The company’s business model leverages an advanced, cloud-based technology platform and the skills of experienced accounting professionals for more efficient, lower-cost delivery of services remotely. Supporting Strategies has regional offices across the U.S. and offers opportunities for franchisees to capitalize on the rising demand for outsourced accounting support services among small businesses. supportingstrategies.com

Tallie Contact:

Nick Kormeluk, Chief Operating Officer
949-500-0003
nick@tallie.com

 

We love our admins! Tallie Expense Report Software 10.10.2 Mini Release Notes

You know that moment when you’ve built something and you can’t wait to show it off? We know the feeling. Sometimes we just can’t wait for a release to deliver you some great new features. Announcing Tallie’s mini-release 10.10.2 featuring admin expense management goodness!

Quick Code Search

Tallie Expense Report Software Search by Code

When coding expenses to list data in Tallie, you can now search by code as well as name.

Was this expense for the Lead Generation sub-department of Marketing or was it for the Direct sub-department of Marketing? In many accounting systems, these departments are represented using codes as well as names, like 410 and 412, for instance. To some of you expense coding goes super quick if you can just type in code 410 and rest assured that the expense is getting coded to Marketing:Lead Generation. Well, now you can! Tallie supports this feature for all lists that feature accounting codes: customers, projects, departments, classes and locations.

Quick Masquerade Access & Switch

Tallie Expense Report Software Masquerade from Menu

Admins can quickly enter masquerade mode by selecting “Begin Masquerade” from their user menu.

Tallie’s masquerade mode is a feature that saves admins a ton of time, by enabling them to act as the user in their account and move expenses through the system. We’ve updated this feature in the mini release to save even more time. Now, you can access masquerade mode from any screen and easily switch between users just by selecting a new person from the header.

Tallie Expense Report Software Enter Masquerade

Once in masquerade mode, an admin may select a user to perform actions on that user’s behalf.

Finally, entering and exiting the mode is as simple as making a selection from the user menu in the upper right of your screen.

Tallie Expense Report Software Switch User

While masquerading as a user, you may switch users or exit masquerade mode.

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