Good news, everyone: Version 10.1 of Tallie’s expense report automation software is now live! Both 10.0 and 10.1 focused on improving user experiences in response to feedback from our support calls, webinars and conferences. Here are some of the changes you can look forward to in the latest version of Tallie:
Enhanced Receipt Recognition and Processing
We’ve improved our receipt processing technology in a few ways, making it even easier and faster for users to get their expenses imported quickly with the correct information populated.
First, Tallie is now able to detect if a receipt comes from a tippable merchant. That means if you’re taking colleagues or clients out for a company lunch, after you write in the total, we’ll look for the post tip written total, rather than the printed one.
We’ve also made some changes to the backend algorithms, so merchant names are recognized quicker and with more confidence. Uncommon date formats should now be better addressed. Similarly, we’ve added a second layer to our processing. Users may notice that some of the information appearing on a receipt is in a “processing” state. That simply means that, although Talie has immediately recognized some of the information, in order to ensure we capture everything, we’re running it through another process. This doesn’t mean that it takes longer–in fact, it’s a faster, cleaner and more communicative process that gets you submitting expense reports even faster.
Expense Categories Created via CSV file import
In the interest of saving our customers time when setting up their Tallie accounts, we have enabled a feature that allows Expense Categories to be imported directly from a CSV file.
First, go to “Settings,” “Manage Lists,” then click on “Expense Categories.” You’ll see a new button, “Upload Category List.”
If you click the “Upload Category List” button, you’ll be able to both download the template and upload it once completed.
Export and Submit Expense Report Pages
The warning box has been removed from the expense lines in a report. Now, when a user is submitting or exporting a report, the error messages will appear directly on each expense. This means Tallie users no longer need to hover their mouse over the warning box to see the message.
New With 10.1:
Submission and Export Dates Displayed
Expense reports will now display the submitted, approved and exported dates and times. This change will be immediately noticeable to all approvers and administrators, however, submitters can also see for themselves by visiting the “Expense Reports” page and clicking on the expense report status tabs in the upper right-hand corner.
Note that this change will only affect new reports, and reports submitted before this release will not display this information. Also, if the report has been submitted, approved and/or exported multiple times, only the most recent timestamps will be displayed.
Added Visability on Credit Card Page
If an administrator assigns credit card charges to individuals, they can now see the charges directly from the Credit Card page without needing to masquerade. There’s also a new add symbol which will display the charges – those in gray have been added to the Purchase page of the assignee.
Integrations & Sync now links to Export Page
Tallie users have always been able to jump from the Export page to the Integrations & Sync page. However, before 10.1, they were required to manually navigate back to the Export page after changing their settings. There is now a link to the Export page at the bottom of the Integrations & Sync page.
Team Search by Manager
When searching under “People,” Tallie users can look specifically for team members who are assigned managers, and/or assigned specific managers. Simply search “manager:Name,” where “Name” is the person whose manager you wish to find. By entering “manager:” without a name, you can see all of your company’s team members who are assigned managers.
For example, an employee Aaron Ramsey is managed by Anna Karenina. By typing “manager:anna,” I pulled up Aaron in the people list.
And here, in Aaron’s settings, you can see Anna is assigned as his manager.
Our team is dedicated to providing the very best expense report automation software for our customers. Primarily, this is through reducing the amount of time and effort our users spend on their expense reports. This means that, in order to ensure the quality and success of you experience, our software is always updating. If you have any questions about how these changes will improve your accounting workflow, feel free to reach out to our support team at 1-888-874-1118 or through firstname.lastname@example.org.