With September just around the corner, kids are heading back to school and accounting busy season is upon us. While you were (hopefully) enjoying the summer sunshine, our team worked diligently to deliver Tallie’s latest and greatest in our 10.8 release. This release includes tremendous new user interface improvements such as viewing all expenses in a new Table View, Select All/Deselect All, maximized expense controls, and more. With this update, we are proud to share with you the newest version of Tallie’s expense report software. Take a look:
Toggle between signature Tile View and new Table View
Our much-anticipated “table view” of expenses is live on the Purchases page! Users can now switch between tile view and table view using the toggles in the upper-right corner of the Purchases page. Compared to our signature tile view, the new table view is designed to offer enhanced visibility by displaying all expense details in a spreadsheet-like table. Users may click on the column headers to sort expenses based on the specific item.
Tallie’s new Table View
Tallie’s signature Tile View
Ability to select all/deselect all items on the Purchases page
We replaced “# selected items” with a clickable selection indicator that can be used to select all or deselect all items on the Purchases page.
Drag & drop area is now full page
To make receipts drag and drop easier, we removed the placeholder tile and expanded the drag & drop area to the whole Purchases page. This applies both when the Purchases page is empty and when expenses are present.
All expense controls are now available on each expense report
Previously, to create a mileage expense or import credit card transactions and add to an expense report, users must do so on the Purchases page first. In this release, we made all expense controls available on each expense report, including importing credit card transactions, manual entry, and merge. The controls, joined by those that were already available on the Expense Reports page, such as attach receipts, mass edit and delete expense(s), allow users to more efficiently edit and submit their expenses without the need to navigate between different pages.
How do I do this?
To add a new expense or credit card transaction(s) to a report, simply click on an expense control button in the report header to get started. When more than one expense is highlighted, the Add buttons are replaced by the Mass Edit and Delete buttons. Selecting two mergeable expenses will trigger the Merge button to show. To submit the report, deselect all expense items and the report header will revert back to normal.
Select all/deselect all expenses in an expense report using the Selection Indicator
Similar to what we did on the Purchases page, we replaced the “# Expenses Selected” that used to appear in the report header with a green selection indicator that can be used to select all or deselect all expenses in the expense report.
Receipt drag and drop area enlarged to the entire report
The receipt drag and drop area is now the whole report instead of just the report header. Users may also drop receipts on the expense report list on the left-hand side. To attach receipt to a specific line item, click the “+” button to the right and the file browser will pop up.
Additional tabs for the People and Projects lists so all settings can be seen at a glance
In our previous release, we updated the Projects list to include more information, such as expense privileges and start/end dates for projects, as a step to enhance visibility of project settings overall. We’re taking this further by introducing additional tabs on the People and Project list pages, which are “Mappings” and “Permissions and Approvers” (People list only for now). An admin can click on any one of these preferences and be taken to the edit view for that preference directly. Furthermore, clicking on the column header will sort the list based on that specific preference.
Default items per page increased to 200
We increased the default items per page from 25 to 200 and admins have the options to show 25 or 100 per page if they prefer.
Sort lists based on ID by default
When managing their books, accounting professionals rely heavily on code numbers. All Manage Lists pages aside from Expense Categories are now sorted based on ID/codes/numbers by default. If no code is present, the list will be sorted based on names.
People & Project Overview tabs removed
With the implementation of a more data-rich list view, the Overview tab becomes redundant and serves no additional purpose, so we went ahead and removed them.
We look forward to hearing how these upgrades have made your expense report software experience even easier! If you have any questions or comments, feel free to reach out to our Product Expert team at firstname.lastname@example.org or by calling 888-874-1118 Ext 2.