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.

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.

Tallie Android App 3.0 Release Notes: Mileage Tracking, Quick Add Functionality, and Error/Duplicate Flagging

We’re proud to reveal the latest version of the Tallie Android app! Version 3.0 makes it easier to capture your receipts and expenses on the go. Whether it’s grabbing a dozen receipts from your photo library at once, capturing your mileage, or manually entering expenses, this release has you covered. Once you’re inside the app, it’s just one tap to access the camera and two taps to create any other expense. Talk about a snap! Read on for more details about these and other new features available to Android users.

New “Quick Add” Features

Once you’ve logged into Tallie, you can tap the green “Add” icon to launch a number of intuitive features. Simply swipe left or right to view them all. Here are your new options:

Snap

After launching “Quick Add,” tap once to snap a picture of a receipt with your camera. This will import the image and run it through our receipt processing system. We’ll discern and enter the merchant name, date, amount and expense category.

Tallie Android App

Mileage

Now it’s easy to record your mileage with your Android phone. Our app will place you near your starting position, and then track where you end up. Just tap “Stop,” once you’ve finished your trip to end the mileage tracking. Or, if you like, you can manually enter your starting point and destination in advance. Either way, once you’ve created a mileage expense, you can easily edit or delete it as needed.

Tallie Android App

After your trip has been saved, you can enter pertinent information just as you would with any other expense. Mileage tracking supports Category, Date, Reasons and Class, Billable states and Project or Department (if applicable).

Tallie Android App

Create

Now it’s simple to create an expense even if you don’t have a receipt. Just swipe over to the “Create” screen, enter your expense details, and tap again to save.

Tallie Android App

Import

Are you someone who likes to take shot after shot of your receipts? You now have the power to select 5, 10, or even 20 images at once from your photo library and import them directly into Tallie. Simply tap the pictures you want, hit “Import” and we’ll begin processing them for you.

Tallie Android App

Functionality

Once you’ve imported your expenses, it’s easy to move to them onto new reports, existing reports, or check to see if you have any duplicates before submission. But don’t worry–even if you find an error after the fact, you can still “unsubmit” and edit the report before it’s been approved (or rejected!)

Creating or Adding Expenses to a Report

To add an expense to a new or existing report, simply tap the expenses themselves. Then hit the “Move” button (highlighted by the arrow below) to send them to the expense report of your choice.

Tallie Android App

Flagged Expenses: Possible Duplicates and Out of Policy

Tallie now displays warnings for expenses which may be duplicates or are out of policy. You can tap on any of the flagged expenses to either make the necessary edits or delete them outright. However, if you would like to merge a receipt with its duplicate, you’ll need to log in to Tallie on the web.

Below you’ll see an example of some expenses flagged as out of policy, as well as some possible duplicates.

Tallie Android App

 

After tapping on the “Out of Policy” expense, you’ll be presented with an option to view the policy. Doing so will show you the actual restrictions set by the administrator, as well as any required changes.

Tallie Android App

With these new features, version 3.0 makes it easier than ever before to capture your receipts and expenses on-the-go. From the moment you complete your transaction, to when it’s time to submit your report, Tallie’s Android app makes it easier than ever to automate your expenses from anywhere. Ready to see for yourself? Download the updated app today from Google Play!

Tallie Announces New Android App for Expense Report Management

The Tallie Team is proud to announce the launch of an updated Android app, delivering new features and an improved design. Android users can now snap pictures of receipts, create and edit expenses, and submit the expense report for approval with ease. Simple, intuitive, and everything you’ll need to submit expenses on-the-go. Check it out:

Tallie’s Android App Feature Overview

Create New Expenses – Simple and Easy Across the Board

At a business lunch? Simply pull out your phone and take a picture of your receipt – Tallie will capture the restaurant’s name, the date, the total amount and apply an expense category. From there, you can review all that information and make any changes you’d like. Want to track the meal to a particular client or fill in the lunch’s attendees? Well, you can do all of that and more on your phone.

You can either take a new picture of your receipt, upload it from your library, or create it yourself. And in this release, all of the fields to categorize the expense are editable.tallie-android-expense-report-app

Creating and Updating Expense Reports

Now that you have your expenses in Tallie, right from your app you’ll be able to select those expenses and move them into an existing Expense Report or create a new one. Remember that business lunch? If you need to create a separate expense report for that client, simply tap the expense report and select the Report icon in the upper right-hand corner. From there, create a new expense report for that client and your app will move the expense or expenses into that new report.

App to Screen – Complete Picture

You have your expenses and your reports organized in your Tallie app. What next?

First, you may want to dig into the expenses first. We’ll let you know if you’re out of any policies your organization has set up or if Tallie’s detected a possible duplicate.

Submit your Expenses!

After you’re all set, simply submit your expense reports for approval. However, if you need to pull them back to make last-minute correction, you can easily unsubmit the report if it hasn’t been approved yet.

Otherwise, send that report to its approver and you’re all set!

2014-09-05 21.19.13

This update to the Tallie Android app is another example of our commitment to delivering a premium expense report software product for our customers. The best news of all? Android users can download the updated app today on Google Play. Just download the app, snap a pic, and start expensing today!

You Asked, We Answered: Tallie iOS Expense App v2.5 is Here!

When it comes to our smartphones, we get way too pumped when we see the little update alert for our favorite apps. So last week at Tallie HQ, all eyes and energy were aimed towards launching our latest Tallie iOS App (v2.5) – that has plenty of bright and shiny new updates – on the Apple App Store.

This iOS app update is a noteworthy one – we’ve listened to all of your valuable feedback and addressed many of those much needed requests. More importantly, our superhuman Dev team has been pushing hard to raise our Tallie iOS app stability and performance to the next level. Smoother, smarter and synchronized – we’re proud of our new Tallie iOS 2.5 App for these reasons and then some. Check it out!

Top 10 Biggest iOS Tallie App Improvements in v2.5:

1. Significant leap in speed and reduced memory usage

2. Real time synchronization for expense and report states – when reports are approved or rejected, the app will update the status automatically. If any of the expense items change, they will be automatically updated in the Tallie App as well. No more pull to refresh!!

3. Real time synchronization for expense tile receipt upload – automatically shows receipt on the tile when upload completes

Tallie iOS 2.5-2 Real time synchronization for expense tile receipt upload - automatically shows receipt on the tile when upload completes-expense

4. Option to save receipt photos taken from the Tallie App into the Photo Gallery 

Tallie iOS 2.5-1 Option to save receipt photos taken from the Tallie App into the Photo Gallery-expense

5. Option to select receipt images taken from the iPhone camera and housed in the Photo Gallery

Tallie iOS 2.5 Option to select receipt images taken from the iPhone camera and housed in the Photo Gallery-expense

6. Photo upload status enhancement that shows upload status and completed state – no more ‘disappearing’ receipts!

7. Receipt upload status enhancement that shows upload status and completed state

Tallie iOS 2.5 Receipt upload status enhancement that shows upload status and completed state-expense

8. Added status indicator for Projects and Department lists

Tallie iOS 2.5 Added status indicator for Projects and Department lists-expense

9. Alphabetical organization of expense categories

Tallie iOS 2.5 Alphabetical organization of expense categories-expense

10. A Tallie section under the iPhone settings area. In this section the customer may enable saving their photos to the library, as well as viewing Tallie’s version information for customer support purposes. 

Tallie iOS 2.5 A Tallie section under the iPhone settings area. In this section the customer may enable saving their photos to the library, as well as viewing Tallie’s version information for customer support purposes-expense

So check out the hype and download the latest Tallie iOS App (v2.5) today! We’d love to know your thoughts on the new Tallie App as you start to use it – it’s your user feedback that helps us make the Tallie experience better and brighter every time.

For our awesome Tallie Android app users – we’re working on the next best app for your smartphones as we speak. Stay tuned for more!

What are your favorite new features of the latest Tallie iOS App (v2.5)? Tell us in the comments below!