Tallie Expense Reports – 10.6.9 Release Notes

We’re quickly approaching the second half of 2015, but the Tallie Team hasn’t slowed down one bit. We’re excited to announce some exciting product updates for our customers including enhanced Groups features, updated concatenation functionality for custom CSV exports, and improved “Print to PDF” functionality. Take a peek:

Using Groups to Control Extensive List Data

In addition to expense categories, Tallie administrators can now use Groups to limit which employees can select which Customers, Projects, Classes, Departments and Locations. This update provides further control with ease for our clients with more extensive and complex back-end setups.

How It Works: To add a Project, Class, Location, etc. to a Group, tracking for that list item must first be enabled in Tallie’s Features tab.

If a user is in more than one Group, the access restrictions are accumulative.

Example: If Group A is restricted to Class 1 & Class 2 and Group B is restricted to Class 1 & Class 3, then a person who is in Groups A & B will have access to Classes 1-3.

If a Group does not include the selection of any option for a given list item, then this is considered a non-restriction.

Example: If Group C has no listed classes, then a person who is in Group C will have access to all classes. This non-restriction does not override any restrictions in place for the other groups, so a person who is in Groups A, B & C will still only have access to Classes 1-3.

Projects Resources and Groups for Projects behave together in a subtractive way.

Example: If you’re listed in the Project People tab for Project A and B, and your group grants you access to Project B & C, you effectively only have access to Project B.

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Groups: Active List Data & Restrictions Viewing Options

From the list view, Tallie administrators can now choose to activate or deactivate the Groups they’ve created (see image). Additionally, the list view now displays all active list data restrictions (i.e. Projects, Departments, Classes, Customers, and Locations).

NOTE: If restriction for a list item is not turned on, the item label will be hidden.

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Concatenation for Custom CSV Export

We’ve expanded Tallie’s existing concatenation functionality to now work for both Custom Export and CSV templates.

How it Works: To concatenate values into a single row, simply assign the same column header to more than one row. If you need spaces between the values, insert a row with -None- for the Tallie field and a space as the fixed value, or you may also use symbols as needed.

Example: In the image below, we’re exporting a concatenated field for “Project | Class.” We can do this by applying the same column header to a row for Project Name, a row with “ | “ for the fixed value, and a row for Class. The concatenated field will populate in the first column that uses the column header.

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Print to PDF Improvements

Signature Lines are back! Based on customer feedback, we’ve brought back Signature Lines to “Print to PDF” expense reports. This feature is helpful for Tallie clients who prefer to provide their customers with signed expense reports for invoicing purposes. Signature Lines are now available for both “Print” and “Print to PDF” options.

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 support@usetallie.com or by calling 888-874-1118 Ext 2.

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