Tallie 10.3 Release Notes: Improved Purchases, Credit Card, and CSV Export Pages

Hot on the heels of the latest version of our Android app, we’re offering even more upgrades to our expense report software. Version 10.3 of Tallie brings you improved Purchases and Credit Card pages, increased CSV functionality and a more intuitive Export page. We pride ourselves on building software that blends seamlessly with our customers’ pre-existing workflows. These changes enhance those recently made in our 10.2 release, thus creating even more options for those looking to automate their expense management.

Purchases Page

Delete Receipt Button

You now have the power to delete a receipt image when opening the associated expense. Clicking the “Edit” icon will now reveal a trash can-shaped “Delete” button in the corner of the image.

Tallie 10.3 Release Blog

Credit Card Page

Check Status of Connected Cards

Upon visiting the Credit Card page, Tallie will automatically check the connection status of your cards. If you do have connected credit cards that are experiencing connectivity issues (such as an invalid password or a connection error with your bank) Tallie will display a more detailed call to action, letting you know how to resolve the issue. In the meantime, you will now be able to see and interact with your existing charges, regardless of alerts.

CSV Templates

New Standard Payroll Export Templates

Last release, we also rolled out the ability to create an additional CSV upon export. As a reminder, you can turn this on by visiting “Features” and toggling “Turn on .CSV Export Templates for custom exporting to third party systems.” Once this feature is enabled, go to “Integration & Sync,” and then click on “.CSV Templates.”

You’ll now see ADP and Paychex listed alongside our existing Bill.com and Practice Engine templates.

Tallie Version 10.3

Moveable CSV Export Template Fields

Want to change the placement of column data? You can now simply move them up and down rather than having to delete and re-create. This will make the process of customizing your reports much more flexible.

Tallie Version 10.3

Tallie Version 10.3

Reset Button

Our last release saw expanded CSV support, as well as new custom export and templates. Now, you can click “Reset” when viewing the template itself in order to restore it to Tallie’s default CSV template.

Tallie Version 10.3

Export Page

Updated Export Page

You’ll notice that we’ve made a few tweaks the next time you visit the Export page. Our improved interface displays more information in a much more intuitive manner, including your set export preferences, as well as Submitted and Approved date columns on the export list.

Change Report Order on Export Page

This is a big change to the Export page, and one that we’re proud to implement. Tallie will not only show you the submitted and approved dates for each of your reports, but will also sort them by the date they were last approved by their manager.

Tallie Version 10.3

We look forward to hearing how these changes, coupled with those in our 10.2 release, have improved your expense report process. If you have any questions or comments, feel free to reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

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