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.

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.

More Options & Better Performance: Tallie Expense Report Software 10.10 Release Notes

Fresh on the heels of our updated expense report app for iOS and Android, we’re happy to announce the release of Tallie expense report software v10.10. We focused on giving our account administrators a greater range of options for managing Tallie accounts and spent quite a bit of time improving overall Tallie performance. Additionally, we’ve released a brand new status page at status.tallie.com, which you can use to track Tallie uptime. If you’d like to be the first to know about our scheduled maintenance or performance issues, subscribe to updates on that page. Here are some more details on the release:

Drop-Down Menu Performance

When it’s time to code your expenses to classes, projects and other accounting list data, you want the process to be quick and painless. We’ve introduced a few solutions to help you along.

Tallie Expense Report Software Improved Drop Down Menu Performance

Visual Display of Relationships
Let’s say you have multiple layers of projects, departments or locations. We now help you sort through this data by displaying parent-child relationships with visual indentation in the lists.

Search by Parent Project
For our customers who use the Tallie projects list to manage multiple jobs for each of their clients, we’ve built the ability to search for sub-projects by the parent name.

Accounting Code Display
If your company uses codes to reference classes, locations, customers and any other list data, we’ll show those codes to you in the drop down menu as well.

Billable Feature Controller

We originally built Tallie with professional service providers in mind, giving them powerful tools to track expenses against customers and jobs, as well as the flexibility to bill expenses directly back to clients. As it turns out, many of our customers who love Tallie actually don’t have any need for these project billing features. With this release, we’re offering the ability to hide this functionality for all your users, right from the Features page in the Company Preferences area of Tallie Settings.

Tallie Expense Report Software Billable Feature Controller

Integrations Performance

Tallie’s best in class direct integrations with QuickBooks, QuickBooks Online, Bill.com, Intacct and Xero are constantly being tuned and improved. Plus, our recently released scheduled file data transfer integrations for other accounting and practice management systems are getting regular improvements as well. Here are a few of the enhancements we offer with this release:

Tallie Expense Report Software Syncs with Bill.com and QuickBooks Online

Certified Support for Bill.com’s Sync 2.0 for QuickBooks Online
Tallie is the only expense report software offering simultaneous integration with both Bill.com and an accounting system. Bill.com recently upgraded their support for QuickBooks Online, and this release guarantees simultaneous support for customers using the Sync 2.0 between Bill.com and QuickBooks Online. Plus, we’re now ensuring that Tallie always syncs with both QuickBooks Online and Bill.com, even if your Tallie environment is configured to export only to Bill.com.

Fewer Sync Errors
Tallie uses sync errors to communicate when issues need to be addressed in communicating with other systems, but sometimes the sync errors can be extra unnecessary information. We’ve suppressed some of these basic errors so you can enjoy Tallie without the extra chatter.

Improved Processing of Massive Files
We have a few customers who use our file data transfer integration to send tens of thousands of projects to Tallie from their practice management systems. We’ve updated how we work through those files to get better performance than before.

Feature Improvements

In addition, we made a couple of additional functional improvements to Tallie. They include:

  • More improvements were made to the duplicate detection algorithm to make it more accurate
  • We added two new currencies: Vietnamese Dong and Mozambican Meticals
  • We’ve begun a process to help resolve issues with duplicated transactions delivered to Tallie from credit card bank transaction feeds. This release should provide some improvement, with more to come.

Bug Fixes

There were also quite a few small issues resolved in this release. They include:

  • Custom payment memo is applied to item-mapped credit card transactions in Xero, QuickBooks Online and QuickBooks Desktop
  • When exporting paid bills to BIll.com, the invoice date now always matches the process date
  • Some customers reported issues in viewing HTML receipts after export to Bill.com. We’ve resolved that issue.
  • Our usage graph that we provide in the Billing area to track your usage to date showed a false spike half way through last month. We’ve resolved that issue as well.

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.

Supercharged Duplicate Detection & Automated Data Transfer: Tallie Expense Report Software 10.9 Release Notes

It’s getting well into fall and we’re dreaming of changing leaves, hot chocolate by fireplaces and the upcoming holidays. In the spirit of sharing the warm fuzzies, we’ve just released some major new developments that will make accountants’ hearts sing. Take a look at some of the highlights from the newest version of Tallie’s expense report software and let us know what you think!

Expanded & Enhanced Duplicate Management Tools

After speaking with many of our clients, we discovered that there were a few key areas where we could provide meaningful enhancements to your experience with managing duplicate expenses.

Review All Duplicates at Once
Gone are the days where you must search the page for any orange Possible Duplicates flag. Clicking on one duplicate pair will bring up a lightbox that will allow you to review all duplicate pairs on the page sequentially, without having to leave that view.

Expense report software duplicate detection

Differentiate Between User-Rejected Pairs and User-Ignored Pairs
Approvers and finance teams have historically been notified of possible duplicate pairs, no matter whether the original submitter ignored the flag or dismissed the flag. In order to cut down on noise and provide an additional layer of meaningful visibility, approvers and admins will now see a gray “Not Duplicates” flag which indicates when the submitter rejected a possible duplicate pair. The traditional orange “Possible Duplicates” flag will remain in place whenever a submitter has chosen to ignore the flag and submit anyway.

Expense Report Software User Rejected Duplicates

Duplicate Resolution Rights Granted to Approvers and Administrators
In the past, approvers and finance teams could only review expenses flagged as duplicates, but could not resolve them. This created a process requiring an expense report rejection, a delay for the submitter to resolve the issue, then a restart of the approval process. In order to cut out unnecessary delays, approvers can now merge expenses they believe to be duplicates and administrators can merge or delete duplicates. Furthermore, if the duplicate flag was rejected by the original submitter (see section above), approvers and administrators can override that decision.

Expense Report Software Duplicate Decision Override

Now Offering Automated Data Transfer for ANY System

We’ve often gotten requests during implementation for custom integrations with on-premise solutions like Microsoft Dynamics GP, Oracle or practice management systems. We’re thrilled to announce that this release includes the capability to establish an automated data transfer process between Tallie and any non-integrated system via sFTP scripted file transfer.

Expense Report Software File Upload Templates

On the Tallie side, the setup couldn’t be easier. Any account can be configured to receive data via sFTP simply by flipping a switch. Once sFTP is activated, Tallie provides you with standardized data template files as well as a custom username/password combination for Tallie’s sFTP server. You can then implement a scripting process in your system to pull data out in a format compatible with the template files and deliver updates to Tallie on a regular basis.

If you are interested in configuring your system to for automated data transfer with Tallie, please reach out to our Product Experts at support@usetallie.com who can guide you through the process or connect you with a VAR who is experienced with scripting data retrieval from your system.

Learn more about how Tallie develops expense report software integrations.

Additional Product Updates

Streamlined Expense Report Header
Many of you take advantage of our corporate credit card auto-bundling feature, which offers automated expense report creation per credit card per statement. We’ve updated the naming convention for those reports so they’re easier to organize and compare. Plus, we’ve added a “sticky” header for all expense reports, so the title and control functions are visible as you scroll.

Expense Report Software Credit Card Statement

Brand New TallieConnect for QuickBooks for Windows Customers
TallieConnect is our proprietary syncing engine that allows for instant data transfer between Tallie and QuickBooks for Windows. The newest version brings a lot of great features including: Hosted Environment mode, instant activity-based sync back to Tallie when a change is made in QuickBooks (provided TallieConnect is running), ability to auto-upgrade TallieConnect versions in the future, and much more. Please download and install the most recent version from your Settings home page as soon as possible.

Expense Report Software Updated QuickBooks Sync Engine

Custom Memo Support for Items
Typically, payment memos on bills, checks and credit card charges are populated with Item Description, a field that is synced between Tallie and your accounting or bill pay system. However, we’ve received many requests to be able to customize the memo based on the specific transaction. We now offer customization on both the individual Item and the Export Settings pages. This feature is compatible with every Tallie integration, which includes QuickBooks for Windows, QuickBooks Online, Xero, Bill.com and Intacct.

Expense Report Software Custom Memo for Items

We want your feedback! Let us know how these updates to our expense report software experience help your team and its workflow. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

Tallie Feature Support for Each Version of QuickBooks Online

Tallie is proud of our robust, bi-directional integration with all three versions of QuickBooks Online: Simple Start, Essentials, and Plus. However, just as each version of Intuit’s Cloud-based accounting software offers different features, Tallie supports these different features appropriately in each.

Here are the features supported in each version of QuickBooks Online:

 Simple Start  Essentials  Plus
 Checks  Yes  Yes  Yes
 Vendors  Yes  Yes  Yes
 Items  Yes  Yes  Yes
 Terms  Yes  Yes  Yes
 Accounts  Yes  Yes  Yes
 Purchase orders  No  Yes  Yes
 Bills  No  Yes  Yes
 Projects  No  No  Yes
 Class  No  No  Yes

 

When users try to export an unsupported feature from Tallie, they will now be prompted to upgrade their version of QuickBooks Online.

Tallie-expense-reports-quickbooks-online

If you have any questions about our expense report software, or our integration with QuickBooks Online, feel free to call our support team at 888- 874-1118 Ext 2. We’d be happy to help you out!

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

What You Should Know About the New QuickBooks Online Accountant

Those of you fortunate enough to be attending QuickBooks Connect 2014 (or feverishly monitoring it via social media!) have already learned the great news. Intuit has unleashed their brand new QuickBooks Online Accountant service, and boy does it have accountants talking. This incredibly robust program promises to save accountants time and effort with enhancements like easy access to all your books from anywhere, at any time, as well as allowing better collaboration and transparency. So what do YOU need to know about the new QuickBooks Online Accountant? Read on to discover more about just a handful of the fantastic new features that are coming your way!

Talle Blog - QuickBooks Online Accountant

Never Miss a Beat with a New Customizable Dashboard

Not everybody knows this, but accountants make great jugglers. No, really! No matter how many clients they have, an accountant must always keep both eyes out for every little detail, hiccup, and red flag that comes their way. Fortunately, the QuickBooks Online Accountant dashboard will make sure accountants have constant visual access and control over alerts, to-dos, and recent activities for each and every one of their clients–all in one place! Need to take a closer look at the books? Easy: the dashboard also provides one-click access to each client’s books and payroll.

Easy and Enhanced Tax-Mapping

Good news, tax specialists! QuickBooks Online accounts will soon be easily mappable to your tax accounts. After making tax-only adjustments within QuickBooks Online, accountants can push those changes directly into Intuit Tax Online without unnecessarily impacting the books. So look forward to seamless, impeccable record keeping and tax return generation!

Firm, But Flexible, Access Control

Want to limit which members of your firm can view or change which parts of your clients’ books? The new employee access controls available through QuickBooks Online Accountant will allow you to set roles and permissions for individual employees at multiple levels. You’ll be able to choose between Full, Restricted, or even customizing your own permission settings.

FREE QuickBooks Online Plus, Wholesale Pricing, Easy ProAdvisor Account Access, and More

The truth is, there are a whole host of new features and bonuses set to be released with QuickBooks Online Accountant. These include, but are not limited to, a FREE subscription to QuickBooks Online Plus, which will be offered complete with Intuit Payroll. This means that all of your business’s paychecks and guaranteed-accurate payroll tax calculations can be seamlessly integrated into your accounting software at no additional charge. Otherwise, accountants can save 50% for the life of their client’s QuickBooks Online subscription through Intuit’s wholesale pricing. And for you ProAdvisors out there, all of the product training, certifications, and benefits you know and love through your existing ProAdvisor program will now be accessible directly in QuickBooks Online Accountant. No new tabs or apps or anything! Just simple, direct access to all your necessary resources, right there within your accounting system.

Stay tuned for more coverage of exciting announcements from Intuit’s QuickBooks Connect 2014! Come on down to booth #310 to say hi to your friends at Tallie. We’d be happy to discuss our award-winning expense report automation software’s unmatched integrations with QuickBooks and QuickBooks Online!

Five Reasons to Make the Switch to QuickBooks Online for Expense Management and More

We get it, change is hard. If you’re accustomed to the desktop version of QuickBooks, you may be hesitant to give QuickBooks Online a shot. Fortunately, Tallie offers a complete, easy migration path to make your move as quick and as painless as the push of a button.

But if you’re still on the fence, here are the top five reasons to switch from the desktop QuickBooks to QuickBooks Online!

Tallie-Quickbooks-online-Integration-expense-management

5. Access anywhere, any time, from any device!

Need to enter some data from home? Stuck in an airport, and don’t have your work computer handy? QuickBooks Online provides access to all of your books from just about anywhere, even via your tablet and smartphone. While it’s true that QuickBooks desktop also offers remote access, it’s limited to only one user at a time—QuickBooks Online provides this service for up to 25 simultaneous users, so there’s plenty of room for everybody!

4. Automatic backups through the cloud.

Uh oh. Did you forget to transfer your latest save to your external hard drive? Has your external hard drive just exploded? Well, QuickBooks Online will automatically back up your files at regularly scheduled intervals, storing them safely in the cloud. Not only is your data safe from those dreaded, poorly-timed hardware malfunctions, it’s also protected by two secure firewalls. And don’t forget that Tallie is the only expense management option that uses true bi-directional integration to automatically transfer all of that data to QuickBooks Online. Any and all of the changes you make via Tallie or QBO are instantly updated and shared between the two.

3. Support is included.

Everybody needs a little help at some point—and we all know that it seems like things only start to go wrong once the product’s free support period has ended. While owning the desktop version of QuickBooks will entitle you to some free support, you’ll eventually need to purchase a Care Plan if you want that service to continue for the entire lifetime of the product. Fortunately, support is unlimited with QuickBooks Online, and its provided at no additional cost.

2. You’ll always get the latest upgrades.

The great thing about an online service is that you can always count on receiving every update, fix, and improvement as soon as they’re implemented. In the meantime, if you want to grab the latest version of your QuickBooks desktop software, you’re going to have to pay for it. QuickBooks Online upgrades are always included, and are usually released two to three times a year.

1. More flexibility and customization.

Every accountant has a different system, and it can be frustrating when your expense report software doesn’t jive with your own customized setup. QuickBooks Online offers more options for customization and increased specificity, such as class AND location tracking, multiple AR and AP lines in journal entries, and better functionality for firms with multiple offices.

But don’t forget, if you’re not ready to make the switch from the desktop QuickBooks to QuickBooks Online, Tallie will still support you. In fact, Tallie Connect is designed to bridge your offline expense report software with our online service, regardless of which version you use. This means that no matter what your preferred system, Tallie’s easy-to-use and highly customizable service can provide the best, most seamless experience possible. Some things never change!

QuickBooks Online & Beyond: What It Means to Have True Bi-Directional Integration for Expense Management

After 5 years in the industry, I’m always happy to talk shop with anyone ranging from prospective clients to personal friends. Once we start talking about back office processes, I can generally make some suggestions – including recommending Tallie for expense management. It’s easy to set up, backed by a knowledgeable Product Expert Team, and built by people who know what accountants need. Add on top of this seamless, bi-directional integration to your accounting system, and the solution becomes powerfully clear. Here’s why:

Integrate with Tallie and Customize Your Setup

With your Tallie account synchronized with QuickBooks Desktop or QuickBooks Online, Tallie lets you reimburse your employees and vendors as you need to. Want to bring over checks to reimburse your employees? Done. Need employees mapped to vendors to bring over bills instead of checks? Done and Done.

Are your expenses generally billable? Great! Tallie can map expense categories to service items instead of directly to expense accounts. Now, they’ll look better on invoices and you’ll be able to better track the revenue. Here’s how!

Tallie can also limit class and project selection per person and make these selections optional or mandatory.

Additionally, Tallie enables you to manage your corporate credit card workflow and export these charges as either Credit Card charges in QuickBooks Desktop or Expenses paid by the Credit Card in QuickBooks Online.

Trusted, True Bi-Directional Integration

Not all integration is truly ‘bi-directional.’ Tallie keeps all your information in constant communication with each other. Need to add a class quickly? Add it in Tallie and within seconds it’ll appear in your QuickBooks Desktop or QuickBooks Online. Inactivating or adding projects in QuickBooks? That’s not a problem, Tallie will follow suit.

The idea behind true Bi-Directional Integration is this: When you add, remove or make a change in one system, it’s reflected in both Tallie and your accounting system.

Tallie-expense- management-Quickbooks-online-Integration.jpg

Approval Flows and Policy Control

Tallie handles complex approval routing. Both sequential routing and monetary approval routing are covered and can be set up dozens of different ways to accommodate your company’s complex needs. Or not so complex – if you only need one or two approvers, we’ve got you covered. Here’s how to set this up.

Policies can be utilized to limit expense categories per user or user’s group, require receipts per expense category or amount and ensure that the individuals your user dined with are listed as attendees on the expense itself.

I always invite anyone interested in Tallie to sign up for a personal product demo with one of our trained experts. If you’d prefer to see Tallie in action for yourself, you can always try Tallie free for 14 days. If you have any questions about Tallie, our integrations, features, or anything else, please don’t hesitate to give us a call at 800-592-5144.

The Dream Team: 5 Reasons Tallie + Bill.com + QuickBooks Online is the Cloud Accounting Solution and Expense Management for You

Cloud, cloud, cloud. We’ve all heard the long list of high level benefits, we know it’s happening, and we know it’s the future. But in the world of finance and accounting, the finer points mean the most.

With Tallie’s recent integration with the new QuickBooks Online and launch on Intuit’s Partner Platform, Apps.com, we’d like to share the 5 most valuable points of Tallie, Bill.com, and QuickBooks Online’s cloud accounting ecosystem.

5. Mobile — With Tallie’s mobile app, create expense reports at the point of purchase. Snap a photo of the business lunch bill, select the project/class/billable status, and submit the report approval — all from the phone. Report approvals can also be completed with one-click via email from your phone. Manage billpay and accounting needs in the moment through Bill.com and QuickBooks Online’s mobile apps.

If you’re not always on-the-go, create expense items in seconds with Tallie’s easy drag-and-drop feature or by sending emailed receipts from your inbox to receipts@usetallie.com.

4. Duplicate Detection — Tallie’s ability to automatically flag potential duplicate expense entries is the first of it’s kind in the expense management world. Learn about Tallie’s complete Automated Error Prevention features here.

3. Custom Policy and Approval ControlsSet the policy rules and approval process that fits the needs of your company’s projects and businesses. Tallie’s policy flags will trigger to users, admins, and approvers throughout the process to prevent human error and heighten fraud awareness.

2. Complete Data Transfers — Tallie, Bill.com, and Quickbooks Online have built one of the tightest, bi-directional integrations available. As a result, Tallie is the only expense management option that transfers complete data — including receipt documentation — to Bill.com and QuickBooks Online. Any updates made once the export is made is instantly captured and updated through real-time sync.

1. Multi-point Integration — In addition to building a seamless integration with Bill.com and QuickBooks, Tallie’s integrations are also the first to provide multi-point data export. Tallie admins can simultaneously export reimbursables to Bill.com for repayment and export non reimbursable corporate credit card data to QuickBooks Online that will feed directly into the general ledger.

For QuickBooks Desktop users that are ready to move to QuickBooks Online, Tallie offers a complete, easy migration path.

Boomer Consulting’s CIO, Jim Boomer, said it best,

“I believe an open architecture is critical to the success of providers in the rapidly evolving cloud world. Those cloud providers that accept they can’t be all things to all people will adopt an open, collaborative approach and will win.”

Tallie, Bill.com, and QuickBooks Online’s ecosystem aims to provide just that — the complete, always improving, cloud accounting solution for the accounting community.

Are you ready to experience the Tallie, Bill.com, QuickBooks Online Solution? Use Tallie’s award-winning expense management software FREE for 14 days – no credit card or commitment required. Or, schedule your free Tallie product demo now.