Tallie’s 9.14 Expense Management Release News!

Tallie’s 9.14 release features exciting updates that will make the expense management process that much easier. Read up on the greatest highlights in this round of Tallie’s business software updates.

1. A Redesigned Lightbox 

Our Development Team built a flurry of new features to enhance the Purchases page in Tallie. One of the most notable updates includes a redesigned lightbox (see below) for added context and control when navigating the Purchases page.

Tallie-purchases-business-software

In this redesigned lightbox, Tallie users can perform the following functions at the click of an icon:

  • Detach receipts into separate expenses (existing feature)

  • Add receipts onto an expense by clicking the paperclip icon (existing feature)

  • Add multiple receipts by dragging the additions onto an existing receipt image. (new 9.14 feature)

These three updates provide increased ease of control over expense reimbursement, resulting in maximized flexibility for your company’s accounting workflow.

2. Tack on Multiple Receipts

Tallie users can now add multiple receipts – such as those mile long hotel receipts – to the same expense, including the lengthy ones. Simply add additional pictures to the same expense and you’re done.

Developer note: Merging two duplicate purchases with different receipt images will result in both being kept. This ensures that all data is kept and Tallie is not deleting or hiding any receipts that the user may want to keep. Users can manually remove or delete extra receipts if desired.

3. View Multiple Pages of PDFs

Great news – prior to the 9.14 release, users could only view the first page of a PDF receipt. Now, Tallie shows all pages of an uploaded multi-page PDF, adding further control and visibility to your accounting workflow.

4. Added Bill.com Support for Corporate Credit Card Charges

One of the most requested enhancements in Tallie’s 9.14 release is the new settings and functionality for Tallie’s Bill.com integration. Users will now be able to import Non-Reimbursable Credit Card charges into Bill.com. A number of new features were introduced to accomplish this task:

  • “Combine Multiple Charges into one Bill.” If selected, Credit Card charges will export into Bill.com as one bill. When you export an expense report with ten Credit Card charges, you’ll get one bill with each charge as a line item.

  • “Export Each Charge as a Separate Bill”  With this set, each Credit Card charge will appear as a separate bill. In other words, if you export an expense report with ten Credit Card charges, you’ll see ten new bills in Bill.com.

  • “Mark Bills as Paid” Unless otherwise preferred, each bill that’s imported into Bill.com will be imported as “Paid” via the credit card account you assign in Tallie. This will save clients tremendous amounts of time prepping the imported charges for export out to the accounting system.

Tallie-bill.com-corporate-credit-cards-business-software

These exciting new features uphold Tallie’s commitment to carving the path of what defines a premier expense management product. Pair this commitment with deep integration with QuickBooks, Bill.com, and SmartVault, and the solution is clear. Along with our other industry partners, — RootWorks, Right Networks, and BMRG — Tallie’s business software completes a powerful paperless and highly efficient client accounting ecosystem. We hope you find these updates to be helpful. Enjoy!

3 thoughts on “Tallie’s 9.14 Expense Management Release News!

  1. Hi there Matt,

    I’m glad you’re as excited about the credit card transaction CSV import feature as we are. It’s already in progress and we plan to release it soon. Additionally, you might be interested to note that, as of this release, we now support nearly a thousand more banks for direct credit card charge import. See the full list here: http://support.usetallie.com/customer/portal/articles/1171878-supported-credit-cards

    Thanks,
    Claire – Lead Product Designer

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