Top 5 Tallie Expense Report Support Questions and Answers

Tallie Top 5 Support Questions-expense-report

At Tallie, our Product Expert Team spends their days listening, advising and guiding our clients. And with a 99.9% Apdex score under their belt, they successfully field numerous support questions every day. From exporting issues to implementations, the team tackles a wide variety of topics. Today, our Product Experts are here to share the most frequently asked support questions and the answers that guide our clients toward an ideal resolution.

“What’s the best way to guarantee that submitted expense reports are authorized for reimbursement?”

Create a detailed approval flow by assigning a personal supervisor, project manager or global approver. This detailed flow ensures that expenses incurred are correct and allowed. Additionally, empowering approvers to certify expense reports expeditiously through their email, will help guarantee their cooperation.

“I’ve misplaced two corporate credit card receipts from last month’s business trip. What are my options for keeping track of these charges?”

Automatically download corporate credit card transactions to account for these charges. Use a receipt match feature, which reconciles incoming receipts to downloaded transactions and keeps everything in sync. A central repository for receipts also keeps the necessary documentation on hand for billing or audit purposes.

“The IRS requires receipts for expenses above $75. What is the best way to encourage employee compliance?”

Create custom, specific policies surrounding expense report submission to raise awareness of these requirements. These policies provide alerts to expense submitters and helps them consistently adhere to these regulations.

“What is the advantage of requesting my expense submitters to add a project to their expenses?”

Project classification in expense reports increases the visibility of specific expenses, allowing your team to bill your clients accurately. For employees who frequently travel, racking up both business travel and client related expenses, adding projects to specific transactions directs these expenses to the appropriate client for billing and reimbursement of the employee.

“Why should Reimbursable and Non-Reimbursable transactions be combined on a single report?”

Tallie’s goal is to make expense reports simple, accurate and efficient. A single expense report with both reimbursable and non-reimbursable transactions achieves this goal.

Here’s how it works:

– Add reimbursable and non-reimbursable purchases into the system, organize transactions to align with company policies, and submit for approval.

– Reimbursable entries are classified in the accounting system as a check or bill. Corporate expenses are sent over as credit card charges against the appropriate registers.

Tallie’s expense software solution easily addresses these 2 transaction types when exporting and provides greater efficiency and accuracy throughout the entire expense management process.

 

Do you have a question, comment or concern for our Tallie Product Expert Team? Ask it here and they’ll be happy to help.

Tallie’s 9.14 Expense Management Release News!

Tallie’s 9.14 release features exciting updates that will make the expense management process that much easier. Read up on the greatest highlights in this round of Tallie’s business software updates.

1. A Redesigned Lightbox 

Our Development Team built a flurry of new features to enhance the Purchases page in Tallie. One of the most notable updates includes a redesigned lightbox (see below) for added context and control when navigating the Purchases page.

Tallie-purchases-business-software

In this redesigned lightbox, Tallie users can perform the following functions at the click of an icon:

  • Detach receipts into separate expenses (existing feature)

  • Add receipts onto an expense by clicking the paperclip icon (existing feature)

  • Add multiple receipts by dragging the additions onto an existing receipt image. (new 9.14 feature)

These three updates provide increased ease of control over expense reimbursement, resulting in maximized flexibility for your company’s accounting workflow.

2. Tack on Multiple Receipts

Tallie users can now add multiple receipts – such as those mile long hotel receipts – to the same expense, including the lengthy ones. Simply add additional pictures to the same expense and you’re done.

Developer note: Merging two duplicate purchases with different receipt images will result in both being kept. This ensures that all data is kept and Tallie is not deleting or hiding any receipts that the user may want to keep. Users can manually remove or delete extra receipts if desired.

3. View Multiple Pages of PDFs

Great news – prior to the 9.14 release, users could only view the first page of a PDF receipt. Now, Tallie shows all pages of an uploaded multi-page PDF, adding further control and visibility to your accounting workflow.

4. Added Bill.com Support for Corporate Credit Card Charges

One of the most requested enhancements in Tallie’s 9.14 release is the new settings and functionality for Tallie’s Bill.com integration. Users will now be able to import Non-Reimbursable Credit Card charges into Bill.com. A number of new features were introduced to accomplish this task:

  • “Combine Multiple Charges into one Bill.” If selected, Credit Card charges will export into Bill.com as one bill. When you export an expense report with ten Credit Card charges, you’ll get one bill with each charge as a line item.

  • “Export Each Charge as a Separate Bill”  With this set, each Credit Card charge will appear as a separate bill. In other words, if you export an expense report with ten Credit Card charges, you’ll see ten new bills in Bill.com.

  • “Mark Bills as Paid” Unless otherwise preferred, each bill that’s imported into Bill.com will be imported as “Paid” via the credit card account you assign in Tallie. This will save clients tremendous amounts of time prepping the imported charges for export out to the accounting system.

Tallie-bill.com-corporate-credit-cards-business-software

These exciting new features uphold Tallie’s commitment to carving the path of what defines a premier expense management product. Pair this commitment with deep integration with QuickBooks, Bill.com, and SmartVault, and the solution is clear. Along with our other industry partners, — RootWorks, Right Networks, and BMRG — Tallie’s business software completes a powerful paperless and highly efficient client accounting ecosystem. We hope you find these updates to be helpful. Enjoy!