Tallie 12.7 Expense Report Software Release Notes

Our focus in the past two months has been to add an alternative authentication method and improve performance in various product areas. We’ve also been laying the groundwork for a new accounting system integration, which will be unveiled this Summer. Until then, read on to learn more about our new features!

Make sign-in to Tallie easier with SAML2.0 Authentication

Companies nowadays adopt a wide array of SaaS web apps to handle all kinds of operations that are essential to businesses. With the convenience of web-based applications comes with unique credentials, which could become a barrier to entry when users lose track of one of the dozen passwords they have to memorize. This is why companies have implemented SAML2.0 as a centralized portal that lets users access multiple external applications using their credentials from the Active Directory.

Our SAML2.0 authentication is Service Provider initiated. In order to leverage this, you must have a 3rd party Identity Provider (IdP) such as OneLogin. Already have that? Contact our Support Team with your SAML2 provider URL and Entity ID to get started!

Various Performance Improvements

We understand how any issue could be disruptive to your day-to-day processes, which is why we continuously explore new technologies and make necessary enhancements to make our product more reliable. In this release, we got to the bottom of some symptoms our users were experiencing, and made adjustments to alleviate or resolve them. These include expense items taking longer than 10 seconds to save on the Purchases page, certain approvers’ inability to view their Approved expenses, and automated syncs for QuickBooks Online not occurring.

Other Enhancements & Bug Fixes

  • Introduced cascading grid on Credit Cards page This results in better space utilization and supports wide monitors by displaying up to five credit card profiles horizontally.

Tallie Expense Report Software - Credit Cards page

  • Removed deprecated credit card connections
  • Fixed the issue where editing expense dates on the Approval page wasn’t permitted
  • Fixed the CSV template builder issue where placeholder text wouldn’t clear

 

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.