Making Life Even Easier for Tallie Administrators

The current pandemic has made effective expense management even more critical for all organizations. Understanding the status of unapproved expenses is vital for finance teams and accountants to effectively forecast cash flow, which is essential for organizations to thrive in this challenging economic environment.

That’s why we’re excited to announce the launch of Tallie Administrator Overview, which is available immediately to all Tallie customers as part of their subscription. Tallie Administrator Overview offers a panoramic view into the status of all expenses in the system, even if they haven’t yet been submitted by end-users or approved by managers. 

The solution gives expense administrators straightforward insights into how much employees are spending, and also enables them to understand the status of every employee’s expenses, without having to switch user views. 

Not only can administrators view expenses at each stage, they will also have the ability to remind users to submit expenses, push unsubmitted reports to the approval process, or approve on the managers’ behalf. This ability reduces the potential for organizations to be caught off-guard by large unsubmitted expenses, and the overall insight that Tallie Administrator Overview provides makes it easier for administrators to have a holistic view of all outstanding employee spend, enabling more effective and efficient financial forecasting.

Key features of Tallie Administrator Overview include:

  • Remind users of pending unsubmitted reports and remind approvers to review submitted reports.
  • Submit unfinished expense reports for approval.
  • Approve expense reports on behalf of your assigned approvers
  • Easily sort through expense reports of all states with a variety of criteria, including submission date, amount and approval date.
  • Click on any user’s submitted or unsubmitted expense report to view all transactions.

We’re confident that this new solution will be a big help to all Tallie customers, both as we navigate the current financial climate and as we move forward. To learn more about Tallie Administrator Overview, create a 14-Day Free Trial today!

Tallie 10.5 Release Notes: Tallie Chat, Approved Expense Reports Archive & More

Version 10.5 of Tallie is now live! This is an exciting release chock-full of improvements for admins, approvers, and users alike. Read on to learn about our expanded customer support, new administrative tools, and major product enhancements.

Product Enhancements

Tallie Chat

Now there’s another way to connect with Tallie’s award-winning Product Expert team. Tallie submitters, approvers and administrators can ask questions from directly within our product. Just click on the tab that says, “How can I help?” to initiate a chat with one of our experts.

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You can even ask a question outside of business hours (7:00 am PT to 6:00 pm PT, Monday through Friday.) If our team is offline, just leave your name, email, and a brief description. One of our experts will respond to your chat message as soon as possible.

Multiple Email Addresses

Tallie users can now forward receipts from an unlimited number of email addresses, including personal accounts. To add another address, click your name in the top right corner of the screen, pulling up the Identity Details page. Next, select “Edit your account.”

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Finally, click “Add new email to this identity.” You may now enter as many email addresses as you like.

Approvers Can See Previously Approved Reports

It’s now possible for approvers to access their previously approved reports. Simply click the “Approval” button at the top of the screen. Then, find “Approved” in the right-hand corner. Clicking it will pull up an archive of approved reports to inspect at any time. Note that approvers will only have access to the reports they have approved themselves.

You can display pending reports once again by clicking “Unapproved” in the top right corner.

Enhanced Auto-Categorization

We now provide system-wide learned categorizations for new enterprises. In addition to the pre-populated, credit-card based auto-categorization, enterprises now have the ability to auto-categorize manual and receipt uploads based on merchant. This is a major enhancement, which will not only improve the experiences of new companies, but will benefit long-time Tallie users as well.

Stylized Credit Card Icon for Non-Reimbursable Charges

The credit card icons found on your expense tiles now differ based on whether the charge is reimbursable or non-reimbursable. Non-reimbursable corporate card charges are given a bold, dark blue icon, while reimbursable credit card expenses are shown in grey. This will make it possible for you to determine which expenses are and are not reimbursable with a single glance.

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Administrator Improvements

PDF Report Displays Corporate Card

When PDF reports are printed out, corporate credit charges will be denoted as such in the details area.

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Sending Invite Email Turns on “Track Expenses”

Previously, a Tallie administrator could send their users a Welcome Email without granting any permissions. Those users would then receive an error message when attempting to log in to Tallie. Now, if an administrator forgets to give a new user access to Tallie’s features, sending a Welcome Email will automatically enable the ability to “Track Expenses.”

People: File Upload Template

You may now upload CSV files to the “People,” “Projects” and “Expense Categories” areas. We also provide templates for each. To access them, admins should select “Manage Lists” and choose from the available features. For example, if uploading a list of people, click “Upload Person List.”

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Click “Download People List Template (CSV)” in the lower left-hand corner of the lightbox, then fill out the document. Note that the uploaded list must have the same headers provided in the template, and still be in CSV format. We don’t support XLSX or other workbook templates.

Credit Card Profiles No Longer Display Transaction Totals

We found that displaying the transaction totals on connected credit cards served no purpose for the vast majority of our users. Tallie supports over 500 credit card types, and many do not display balances in this way. To ensure consistency across connected cards, the “Credit Card” area will no longer display the total transaction amounts on each.

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Bill.com: High Quality Image Exports

Expenses reports exported to Bill.com now contain high resolution image attachments.

Re-Exporting Reports to QBD Updates Existing Checks/Bills/Credit Card charges

If you export an expense report from Tallie into QuickBooks Desktop, undo the export and then re-export it, Tallie will only update the changes on the check, bill or credit card charge. This removes the possibility of duplicates, enhances our seamless integration, and helps keep the entire accounting system aligned.

For example, you might export a project, then realize you coded the wrong expenses. First, undo the export, then correct the information and export the expense reports again. This will sync Tallie and QuickBooks, ensuring that the report information in Tallie matches what’s in the accounting system.

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.