We love our admins! Tallie Expense Report Software 10.10.2 Mini Release Notes

You know that moment when you’ve built something and you can’t wait to show it off? We know the feeling. Sometimes we just can’t wait for a release to deliver you some great new features. Announcing Tallie’s mini-release 10.10.2 featuring admin expense management goodness!

Quick Code Search

Tallie Expense Report Software Search by Code

When coding expenses to list data in Tallie, you can now search by code as well as name.

Was this expense for the Lead Generation sub-department of Marketing or was it for the Direct sub-department of Marketing? In many accounting systems, these departments are represented using codes as well as names, like 410 and 412, for instance. To some of you expense coding goes super quick if you can just type in code 410 and rest assured that the expense is getting coded to Marketing:Lead Generation. Well, now you can! Tallie supports this feature for all lists that feature accounting codes: customers, projects, departments, classes and locations.

Quick Masquerade Access & Switch

Tallie Expense Report Software Masquerade from Menu

Admins can quickly enter masquerade mode by selecting “Begin Masquerade” from their user menu.

Tallie’s masquerade mode is a feature that saves admins a ton of time, by enabling them to act as the user in their account and move expenses through the system. We’ve updated this feature in the mini release to save even more time. Now, you can access masquerade mode from any screen and easily switch between users just by selecting a new person from the header.

Tallie Expense Report Software Enter Masquerade

Once in masquerade mode, an admin may select a user to perform actions on that user’s behalf.

Finally, entering and exiting the mode is as simple as making a selection from the user menu in the upper right of your screen.

Tallie Expense Report Software Switch User

While masquerading as a user, you may switch users or exit masquerade mode.

Do these updates help your workflow? Send us your thoughts on the latest version of Tallie expense report software – we love your feedback. Reach out to our Product Expert team at support@usetallie.com or by calling 888-874-1118 Ext 2.

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