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.

Tallie 12.4 Time & Expense Tracking Software Release Notes

The main focus of this release was continuing improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

New CSV Export Fields

We’ve introduced three new CSV Export fields to Tallie, including User Class Default, User Location Default, and User Department Default. These new fields will populate the CSV file with the default class, department or location mapped on the user profile instead of those mapped on the expense.

New fields in the template builder.

 

User default mappings.

Additional Enhancements & Fixes

  • New Currencies: Belarusian Ruble (BYN) , Honduran Lempira (HNL), Cuban Convertible Peso (CUC)
  • When clicking Itemize in the middle of an expense create session, we’ll copy over any existing expense data to the first itemized line so it doesn’t get lost
  • Fixed the issue where the Tallie Time project list doesn’t load past a certain point
  • Fixed the issue where Tallie Time projects were available to users who were not assigned to them
  • Fixed the Semi-monthly pay cycle issue, to ensure it does not skip a week
  • Fixed the issue where Tallie was unable to export vendor credits with class to QBO-connected Bill.com
  • Fixed the issue where approvers, permissions, and bill & pay rates do not save upon creating a new user manually
  • Fixed the issue where the Remind Approver button is disabled if the report contains itemized expenses
  • Fixed Mass Update issues, including the internal server error that comes up when removing Location, Department, and/or Manager from people and the Select All option

 

We look forward to hearing how these upgrades have made managing your time and expenses 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.

Intacct Advantage 2017: It was a blast, see you again next year!

And that’s a wrap! Intacct Advantage 2017 has come to a close. We hope all who attended this year’s event left the city of lights feeling like high rollers. The conference floor was buzzing in Las Vegas. Thanks to everyone who stopped by to visit us. It was a thrill to debut our combined Nexonia and Tallie booth.

We hope you enjoyed the refreshments and gifts! If you were still up at sunrise, our hangover kits definitely came in handy. Whether you came by for a demo or to recharge your conference juices, we had a great time chatting with new and old friends.

Kudos to our very own Director of UX and Product Engineering, Claire Milligan, who took the podium for a presentation on driving accurate forecasting through employee engagement and financial tools.

And we’d like to thank all of our partners who joined us at Top Golf for our East v. West team shootout. It was a great opportunity to come together for some face-to-face time and friendly competition. We didn’t all hit the greens, but we all took our swings! Bringing so many powerhouse names under one roof is a clear indication of how quickly the fintech industry continues to grow. It’s an exciting time to join the conversation and collaborate with organizations working to better the accounting process.

If you’re still gambling with paper receipts and excel sheets, check us out here. We look forward to seeing you all again at Intacct Advantage 2018!

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!

Tallie 12.3 Time & Expense Tracking Software Release Notes

The main focus for this release has been beginning our iterative improvements to reduce user friction and fixing bugs in both time and expense products. Read on for more details!

New Help Icon in the Upper-right Corner

We strive to make Tallie an intuitive, easy-to-use product, but occasionally there are certain features, best practices and frequent asked questions that require a little bit more of an explanation. Our knowledge base houses all of the above and more.

Tallie Time & Expense Tracking Software - Help

Access the knowledge base article for the page you’re viewing by clicking the Help icon.

To make these helpful resources more accessible, we added a Help icon in the upper-right corner of every Tallie page in addition to the existing Help link in the user menu. Clicking on either one will take you directly to the support article of the page you’re currently viewing.

Additional Enhancements & Fixes

  • New Currency: Kuwaiti Dinar (KWD)
  • Added support for time export to QuickBooks Online Essentials
  • Fixed emailed receipts remain in processing in multi-enterprise accounts
  • Fixed the issue where the option to assign Approve permission is unavailable in Mass Update
  • Fixed the erroneous, benign error “Sync could not be completed” during the initial syncs with QuickBooks Desktop
  • Fixed the instance of reports being stuck in Queued when re-exporting corporate card transactions to a bank account

 

We look forward to hearing how these upgrades have made managing your time and expenses 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.

Introducing Tallie Time — Tallie Expense Report Software 12.1 Release Notes

Since the launch of Tallie, we’ve been regularly adding new features and enhancements to the product, with the goal of bringing you the expense-tracking software that saves you the most time. Over the last year or so, we realized that our customers were looking for a comprehensive time and expense product all in a single application. Our focus in the last couple of months has been to build a new time-tracking product within Tallie, designed and developed to share the same experience of Tallie Expense. With this release, we’re excited to introduce Tallie Time as a beta product! This is a restricted beta, as the product is best suited for customers who track time for customer billing purposes. Read on for a detailed list of features, and please reach out to support@usetallie.com if you think your company would be a good fit for beta testing!

Enter time with just a few clicks or taps

Creating time entries in Tallie is just as simple as creating expenses. We’ve added a new “Track Time” permission to user profiles for customers who have Tallie Time beta enabled. For those users with the Track Time permission, a new Time entry page can be found in the top navigation bar of the web app and a Time entry mode can be accessed from within the Tallie mobile apps.

Tallie Expense Report Software - Time Entry Page

Enter time and keep track of the status of your submitted entries on the Time Entry page.

The latest mobile apps v4.1 are now available in the App Store and Google Play. This release features time-tracking functionality and various bug fixes. Users with the Track Time permission will be able to create time entries by tapping the plus button in the Android app, or toggling to Time at the top of the screen and tapping the plus button in the iOS app.

Tallie Expense Report Software - Create time entry from the iOS app

Tallie Expense Report Software - Create time entry from the Android app

Creating time entries in Tallie mobile apps is as simple as a few taps.

When entering time, the mandatory fields are date, duration and time type. In addition, users can map the appropriate dimensional data, including project, customer, class, department, and location to a time entry, or flag a time entry as billable to a client. The availability of these fields are all controlled by the admin settings within Tallie, giving you more control over how your users track time. Additionally, users can choose to record time against a single day or multiple days from the same dialog screen.

Tallie Expense Report Software - Create Time Entry

Enter time for a single day or multiple days from the same screen.

Email notifications make time approval easier than ever

If you use Tallie to track expenses, you have experienced the convenience of email approval and rejection. Whenever someone submits time, the time approver will receive a notification within a few minutes to either approve or reject directly from the email. In order to prevent approvers from getting inundated by approval notifications, time entries submitted within a certain timeframe will be included on the same email.

Tallie Expense Report Software - Approval Email

Approve or reject time from approval notifications — no separate login required.

In case of a rejection, the submitter will receive a rejection notification so they’ll know to edit and resubmit in a timely manner. Approval notifications go to the executive assistant(s) of the submitter and the approver as well, if such role has been configured in your account.

View time entries by user and pay period on the new Time Approval page

We’ve added a new Time Approval page under the Approval tab. If your enterprise has both Time and Expense enabled, you’ll be able to easily switch between the respective approval pages. Time entries are grouped by pay periods, and approvers can select one or a few pay periods and approve them from this page. Similar to the Expense Approval page, there’s a “View approved entries” in the upper-right corner which has an archive of all time entries previously-approved by the approver.

Tallie Expense Report Software - Approval Page

Select one or a few pay periods to approve, or click on a pay period and approve by submitter.

Clicking on a pay period will take you to a page where you can browse all entries pending approval, grouped by submitters. There are three different ways to approve or reject. First, you can click Approve All/Reject All to mass approve/reject entries submitted by a user. Second, you can hover over the down arrow on the far right and click “Approve Time Entry” or “Reject Time Entry” in the action menu to approve or reject individual entries. Finally, you can select a few entries and hit “Approve Selected” or “Reject Selected.”

Tallie Expense Report Software - Approval Page User View

Approve or reject individual entries from the action menu.

Export time to QuickBooks Online and/or payroll

Any user with the Export permission can access the Time Export page and export from there. The primary view of Time Export page is made up of two sections: Pay Periods ready for export and batches of time entries in the process of export.

Tallie Expense Report Software - Time Export Page

Time Export page is made up of pay cycles ready for export and batches. A batch is a group of time entries exported together.

The orange Export Alerts badge has information that would give you better visibility into the current submission status of the pay period:

Tallie Expense Report Software - Time Export Alerts

Export Alerts dialog gives you a clear idea of the current status of a pay period.

Clicking on a batch or a pay period on the Time Export page will show you the content of the batch or the pay period, where time entries are grouped by submitters. From here, you can then drill down further to the user view.

Tallie Expense Report Software - Time Export Page

Ready for export entries are grouped by submitters when viewing a specific pay period.

Tallie Expense Report Software - Time Export Page User View

User view of the Export page displays all time entry details and any export errors.

All Tallie integrations are supported for data sync, however, QuickBooks Online Plus is the only accounting software supported for direct time export during the beta period. For other accounting software users, we have updated our CSV export feature to incorporate the time-related additions. This will allow you to export time data from Tallie as CSV files and upload them to your payroll provider and/or ERP.

Tallie Expense Report Software - Export time to QuickBooks Online

Time exported to QuickBooks Online can be found in Weekly Timesheet.

New Affiliate client templates significantly reduce the workload when creating a new client

Many of our accounting partners (affiliates) have standardized on specific customer configurations, with certain features, expense categories, etc. made available to similar clients. The goal behind affiliate templates is to streamline the process for creating standardized resold client accounts by allowing affiliates to create templates based on existing clients’ settings and to select a specific template when creating a new resold account. If you don’t have a standardized process, just select the default expense template.

To create a template based on a client, click on the pencil icon on the right side of the client’s name in Reseller Management portal. At this time, only expense settings are included in affiliate templates.

Tallie Expense Report Software - Affiliate Template

Tallie Expense Report Software - Affiliate Templates

Create a template based on an existing client’s settings by clicking the pencil button.

Additional Enhancements

  • Intacct GL posting date on AP bills is populated with the prompted date now
  • Fixed the issue where some expense reports containing mileage expenses are $.01 short in Intacct

Looking for a product that supports billable time-tracking and has export capabilities to QBO and payroll software? We’re happy to show you how Tallie Time beta could save you time. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Tallie Expense Management – June Webinar Schedule

During the month of June, we will be hosting free webinars on a variety of subjects to help you get the most out of Tallie for your Expense Management needs.

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

Register for a free June webinar below!

TALLIE USER TRAINING

  1. Run through the creation of Tallie expense reports.
  2. Share the tips and tricks for Expense Management.
  3. Live Q & A session for any questions you may have.

Register:

Tuesday June 6th 8:30 – 9:00 AM PDT

Tuesday June 13th 8:30 – 9:00 AM PDT 

Tuesday June 20th 8:30 – 9:00 AM PDT **SPECIAL: How To Use Tallie Android & iOS Apps**

Tuesday June 27th 8:30 – 9:00 AM PDT

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. Live Q & A session for any questions you may have.

Register:

Thursday June 8th 8:30 – 9:00 AM PDT

Thursday June 22nd 8:30 – 9:00 AM PDT

APPROVER TRAINING

  1. Walk through the expense reports approval process within Tallie.
  2. Show the expense report edit feature for specified approvers.
  3. Live Q & A session for any questions you may have.

Register:

Thursday June 15th 8:30 – 9:00 AM PDT

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. Live Q & A session for any questions you may have.

Register:

Thursday June 1st 8:30 – 9:00 AM PDT

Thursday June 29th 8:30 – 9:00 AM PDT

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!

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.

Enhanced Corporate Card Control: Tallie Expense Reports Software 11.3 Release Notes

Here at Tallie, we understand that credit card transaction management is mission-critical for your expense report software. Our goal is to provide the most reliable credit card options among all the expense tracking products on the market, and streamline the processes for significant time savings. In this release, we are introducing our “Bank Data Delivery” credit card import experience for Visa and American Express. Additionally, we added the ability to export corporate card expenses to bank accounts in QuickBooks.

Bank Data Delivery Credit Card Feeds

At Tallie, we take pride on the award-winning integrations we’ve built from the ground up. In order to support an even wider range of financial institutions and provide comprehensive in-house support for credit cards, we implemented our newest credit card integration, Bank Data Delivery. Bank Data Delivery is the fourth credit card transaction import method we provide, which will coexist with credit card aggregator, statement upload, and Direct Connect (OFX). Because it requires an agreement with your bank, to initiate a Bank Data Delivery connection admins must contact a Product Expert, who will enable the feature, walk you through the setup and ensure a successful data delivery from your bank.

Tallie Expense Report Software - Bank Data Delivery Credit Card Feeds

Bank Data Delivery supports corporate card sub-accounts from Visa and American Express. New sub-account shows up automatically when the bank sends transactions attributed to it.

Bank Data Delivery is optimal for businesses with commercial cards that need support for tens to hundreds of corporate card sub-accounts. Once a profile setup has been completed, the credit card feed will appear like a normal feed as our current connection methods. Similar to the functionality when a new account is detected by our aggregator or PEX, when the bank sends transactions attributed to a new sub-account, it will show up on the Credit Cards page automatically.

At this time, Visa and American Express are fully supported. We plan to roll out Bank Data Delivery to MasterCard in early 2017. See our KB article for more details.

Export Corporate Card Transactions to Bank Accounts in QuickBooks

Admins who use Tallie to track debit card and/or bank account transactions (or use our PEX Card integration) can now export to QBD bank accounts! QBO users have had this functionality for a while and now QBD users can do the same.

To use this feature, simply map the corporate card to a bank account on Manage Lists > Company Cards page, and export per usual. Non-reimbursable charge export generates a check, while non-reimbursable credit export generates a deposit. Note that both charge and credit are exported to the specific, individual account mapped to the account on the Company Cards page. This feature also honors export settings including “Send merchant name to accounting” and custom payment memo.

Tallie Expense Report Software - Export Corporate Card Transactions to Bank Accounts in QuickBooks

Non-reimbursable charges are exported to the Bank account mapped to the company card.

 

Tallie Expense Report Software - Export Corporate Card Transactions to Bank Accounts in QuickBooks

Non-reimbursable credits are exported as deposits to the Bank account mapped to the Company Card. The “Received From” field contains the merchant name.

New Version of TallieConnect for QuickBooks Desktop Users

We have updated our QuickBooks Desktop sync tool TallieConnect to version 11.1.30. This version addresses the export duplication issues for customers in hosted environment and has been fully tested for QB 2017 compatibility.

Tallie Expense Report Software - TallieConnect Wrong File Detection

Warning when the selected QuickBooks file is not the same as the previously-synced file for the logged-in enterprise.

For admins who manage multiple Tallie accounts, we also made it harder to sync the wrong QB file by displaying a warning when the selected file to sync is different from the previously-synced one.

Tallie Expense Report Software - New TallieConnect Settings

New Settings menu: Ability to allow background syncing and turn off notifications.

Additionally, we made some changes to improve user experience, including the ability to suppress notifications and sounds in Settings, ability to allow TallieConnect to do background syncing, which will prevent QuickBooks from opening a secondary window when the correct file is already open in the primary window, and display a notification when Tallie is in maintenance mode. Download and install the latest version now to take full advantage of TallieConnect!

Additional Enhancements & Fixes

  • Sync Settings: Ask a Product Expert about configurable sync restrictions and the ability to suppress billable flag on export. (Only available to be configured by a Product Expert)
  • New Currency: Tunisian Dinar (TND)
  • CSV Export Template: We have added two additional Tallie Field options for Custom Export Date.
  • Intacct Multi-Entity: Ability to mass update “Export expenses to” in People list
  • Fixed additional approvers disappearing or not saving issue.
  • Fixed various QB export issues, including erroneous error “Merchant name already exists,” not billable expenses with project info being exported as billable, and various incidents of reports being stuck in Queued.
  • Fixed Analytics page fails to load when sorted by Merchant.

Happy holidays from Tallie!

We love your feedback, because it helps us improve the experience for everyone. Let us know how these updates help your workflow. 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.