Version 10.4 of Tallie is now live! This release brings even more improvements to our user interface, including an enhanced sort and filter on the Purchases and Export pages.
User Interface Enhancements
Purchases Sort and Filter
Now you’ll be able to sort and filter expenses directly on the Purchases page. We’ve also added a number of fields to the “Sort By” list to make it easier to organize and locate the right expenses. New fields include Billable, Reimbursable, and Non-Reimbursable. You can also use the “Sort By” feature to find flagged errors with the new fields Policy Violations and Possible Duplicates.
Simply click “Sort By” and select a field to narrow your list of expenses.
Depending on your selection, you can filter the results even further. For example, if sorting based on Merchant, you can choose to view your expenses alpha-numerically, as seen below. Other options include name, amount and date range.
Export Sort and Filter
A frequent request from our users is the ability to sort expense reports by report. The following fields for sorting and filtering can be found on our Export page:
(Note that these filters also appear on the Archived page.)
Similar to the “Sort By” feature on our Purchases page, just click “Sort by Report” in the upper right-hand corner.
From there, make a selection and enter a filter option, if needed. As before, you can search by names, dates and amounts.
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 email@example.com or by calling 888-874-1118 Ext 2.