Expense Management Feature Highlight: Manual Credit Card Upload

To automatically import your transactions, Tallie is built to directly connect with 500+ credit card brands – and that number continues to grow. We constantly strive to keep pace with the rapidly expanding credit card industry, though acknowledge that our customers may have credit cards that we don’t yet directly connect with. Because of this, we’ve recently launched a new Manually Add Account feature to enable credit card transaction file uploading. It’s a feature so highly requested, we felt compelled to create an intuitive user experience that streamlines the upload process, even if our direct connection is currently unavailable.

You may wonder how a transaction file upload feature could be an intuitive feature. It’s a simple upload function, right? Wrong! Tallie is the only expense management software product to offer this type of upload. We listened to our users’ requests and challenged our engineering and design teams to understand the “why” behind it all. The result was powerful.

Tallie chose to create a new way of connecting, storing, and remembering your credit card preferences. We know that most businesses are not expensing random charges from a variety of cards; most companies routinely use a calculated, purposeful process for handling credit card expenses. We believe that whether a company imports credit cards via direct integration or a manual file import, the opportunity to always reference charges to cards should always be available.

Now, in Tallie, you can create and store a credit card profile for both your directly integrated credit cards and those credit cards that require manual file transaction upload.

Manually Upload Your Credit Card Statement Data in 5 Easy Steps

Step 1: Log into your Tallie Account and click “Credit Cards”

Step 2: Select “Manually Add Account”

Step 3: A box will pop up, asking you to enter your bank. If your bank account isn’t listed, select “Other Issuing Bank”tallie-credit-card-upload-expense-management-software

Step 4: Now, you’ll be prompted to enter a name for the account. Select whether the charges from the account are reimbursable or non-reimbursable, and which in currency the transactions exist.

Step 5: After entering your information, Tallie will ask if everything looks alright to you, and whether or not the transactions are purchases. Next, a success window will appear. Simply drag and drop your charges into the window. After it processes, select the transactions you’d like to appear as Purchases and click “Import.” That’s it – you’re done!


Tips & Tricks for the ‘Manually Add Account’ Feature

1. Easily drag and drop transactions from your desktop into your Tallie account.
2. You can now import older charges or mass upload reimbursable transactions.
3. As a quick fix for special cases, use this feature to quickly import credit card charges and then delete the credit card immediately afterwards.

As one of our highly requested updates, Tallie’s new credit card upload feature is proving to be quite a hit. If you have any additional questions regarding this tool or expense management you can visit the Tallie Support site.

How has the feature improved your expense report workflow? Tell us in the comments below!

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