Tallie’s 10.2 Release Notes: Improved Product UI, Custom Exports & Templates, and Expanded CSV Support

We’ve just launched the latest version of our expense report automation software! Tallie 10.2 brings new custom exports and templates, expanded CSV support, as well as improved, easier-to-use UI. These changes were designed to better serve our customers who want greater speed and customizability in their accounting workflow. In particular, our new templating tool offers you much more control over data exported from your accounting system. Want to take advantage of these upgrades right away? Read on to learn how:

I. New Custom Export and Templates

Tallie has created a better method of generating custom spreadsheets upon export – not only are we now be able to support a “third” export file, it’s a much cleaner and easier experience to create new templates. In practice, users can export their reimbursables to an accounting system, and their non-reimbursables to an accounting system or custom spreadsheet. Now, with this feature enabled, users can also export unlimited numbers of spreadsheets with either reimbursables or non-reimbursables – or both.

Overview

Go to “Settings”, then click “Features” and enable “Turn on .CSV Export Templates for custom exporting to third party systems.”

Go to “Integration & Sync” and click “.CSV Templates.”

You’ll see Bill.com and Practice Engine templates built in. If you turn either of them on, next time you export – regardless of what your export settings are currently – you’ll also get a .zip containing your CSV file for download in the specified format.

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II. Improved Product UI

In this release, there a number of quick wins that improve the Tallie experience, including enhancing the functionality of the expense report area and showing greater details on expenses themselves.

Expense Report: Mass Edit and Delete

You can now edit and delete expenses directly from the report itself on the Expense Reports page without having to navigate back to the purchases page.

Deleting Expenses

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Mass Editing Expenses

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New “Possible Duplicate” Comparison View

Tallie has always offered auto-flagging of “Possible Dulicates.” Now, you can compare the line items on each expense against each other, rather than just the receipt images.

Click “Possible Duplicate” to bring up the lightbox.

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Next, click on the “Expand Image” link.

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Now you’ll see the entirety of the two expenses in question and you can compare each expense’s line items.

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As always, if you have any questions about how these changes will improve your expense report process, feel free to reach out to our support team at 1-888-874-1118 or through support@usetallie.com.

Schedule a one-on-one product demo with one of our experts to see how Tallie can save your business time and money. Prefer to work alone? You can start a 14-day free trial with no credit card and no obligation.

9.18 Release Notes: Enhanced Expense Report Policy Control, Custom QB Memo Fields & More

With our latest release, we’ve added a number of requested features, including additional administrative corporate card management, being able to add people en masse onto specific projects, QuickBooks’ memo field customization, enforcing policies and assigning default currencies per user! Enjoy the following updates included in the 9.18 release notes:

Assigning Corporate Credit Cards to Employees

As an administrator, you can now go to the “Credit Cards” area, connect your account and assign each of the accounts to the appropriate individuals in your organization!

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Customizing the QuickBooks Memo Field

We’ve had a number of requests to be able to customize what Tallie populates in the memo field. Now, you can! Choose between fixed and dynamic text to customize the memo field as you need. For more information, you can contact our Product Expert Team at 800-592-5144.

Mass Updating People to Projects

Now you can easily manage the projects people submit their expenses towards. Simply go to the “Projects” area, select the desired projects and click the arrow on Mass Update. You’ll be able to add the people to the projects in a snap.

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Enhanced  Policy Control

When you create expense report policies for your organization, you now ensure the requirements you’ve set (e.g. ‘All expenses over $25.00 need a receipt’, ‘All meals need to have attendees listed’) are met before the user can submit the expense.

Assigning Default Currencies per User

For your employees working out of the states, you can now set a default currency on their profile. In the “People” area, click on a user and select the “Mapping” tab. You’ll see Expense Defaults and be able to assign the user’s default currency for expenses

We hope you enjoy the updates included in Tallie’s 9.18 release. Check back next month for another round of updates!

Join Tallie today to start using these awesome new features immediately. Sign up for a personal product demo or a 14 Day Free Trial today. No credit card or commitment necessary – just sign up and start submitting your expenses today.