Transcription
Learn how employees useTallie expense report software.Tallie online expense report software automates the expense reportprocess at every step, for employees and approvers.Tallie For iOSTallie For AndroidCapture expenses anywhere.Snap a Photo orEmail a ReceiptDirect Credit CardTransaction ImportTallie reads it for merchant,date and amount thencreates an expense line item.Connect Tallie to your bankaccount for any credit card,including corporate creditcards. Choose to importgroups of charges, or bytransaction.The quickest path from receipt to balance sheettallie.com 1.800.592.5144Mileage TrackingTouch "Start" at the beginningof your trip. When you reachyour destination, touch"Stop." Or enter departureand destination addressesafter your trip and Tallie willcalculate the mileage.Forward Receiptsto TallieTallie quickly and accuratelyreads email receipts. Simplyforward receipts frommerchants such as Amazonand Uber to Tallie. Tallie willrecognize your email addressand automatically generatethe expense.
Tallie does the data entry.Tallie processes expenses to create and categorize all items on your expense report.Receipt Data Scan: Tallie uses Optical Character Recognition(OCR) algorithms to identify key expense data for import inseconds.Automated Credit Card Matching: Tallie's DuplicateIdentification technology matches credit card transactions withreceipts.Auto-Categorization: Tallie learns how to code yourtransactions based on experience. This saves time and reduceserrors.Expense Report Assignment: Tallie bundles your expensesinto reports. Drag and drop transactions between reports with asingle click.Review and submit.Tallie points out potential duplicate transactionsand policy violations prior to expenses beingsubmitted. This allows employees to makecorrections quickly and reduces the number ofrejected expense reports.Mapping CodingDuplicate DetectionExpense Policy CheckStatus UpdatesTallie tracks your expenses forstrong project accounting.Customize your expensecategories and up to fiveadditional fields includingCustomer, Job, Class,Department, and Location.Tallie detects potentialduplicates by comparing eachreceipt with all the expenseitems in your account.Set your policies and Tallie willflag the exceptions. For clarity,each exception includes adescription of the policy,configured as strictrequirements or warnings.Tallie shows you where eachexpense report is in theapproval process and sends anemail confirmation once eachreport is approved.The quickest path from receipt to balance sheettallie.com 1.800.592.5144
Clear, Consistent CommunicationTallie keeps tabs of outstanding items and automatically reminds your team when it's their turn to act.Submission RemindersApprover NotificationsApproval AlertsStatus TaggingAt the end of each month,Tallie notifies employees ofunsubmitted expenses.Tallie notifies approvers whenreports are submitted andreminds employees ofoutstanding reports.Tallie notifies employees oncetheir expense reports isapproved.Employees can easily track thestatus of their reports andremind approvers at the touchof a button.Approve from anywhere.Managers can view receipts and approve or rejectexpenses with a single touch.Source DocumentationLine Item DetailComment or CorrectInternal ControlsYour team can enter and viewsource documentation such asreceipt images and mileagemaps via browser or mobile.All mapping coding assignedon expense items can beviewed via email. This ensures aquick, complete review.Accountants and administratorscan edit and annotate reportsprior to sending them to theaccounting system.The same supportingdocumentation, expense policywarnings, and duplicatedetection flags are presented tomanagers for efficient review.The quickest path from receipt to balance sheettallie.com 1.800.592.5144
Configure Tallie for your business.Whether you are operating a multi-location enterprise ora small family business, you can configure Tallie to your needs.Direct Data Syncwith Your ERPStreamline theUser ExperienceTallie connects to QuickBooksDesktop, QuickBooks Online,Intacct, Xero and/or Bill.comaccounts, importing theinformation you need for aquick setup and easy ongoingmaintenance.Tallie allows you to tailor whateach person and/or team sees,speeding the time to enterdata and reducing the numberof misclassifications.Custom ExpenseCategories for YourGeneral LedgerCreate the expensecategories you need andmap them to your accountsfor accurate tracking.Multi-Layered FlexibleApproval ChainsCorporate ExpensePolicy Rules EngineTallie supports multi-levelapproval chains. Addmanager and projectapprovers and/or spendthresholds.Use Tallie's policy engine toenforce corporate spendguidelines. Tallie allows you tocreate rules by expensecategory and/or by spend limit.Award-Winning IntegrationTallie builds and supports all of its award-winning accounting integrations, providing you with theconfidence that every export will be smooth, accurate, and backed-up by experts.IntacctQuickBooks DesktopThe quickest path from receipt to balance sheettallie.com 1.800.592.5144QuickBooks OnlineXeroBill.com
Leverage Tallie forcorporate creditcard management.Streamline and simplify your credit cardaccounting process with Tallie.Smart TransactionCodingAssign Cards toCardholdersGroup Reports byStatementRun Accrual ReportsTallie imports your credit cardtransactions and learns how tocode them. Our machine learningalgorithms become smarter themore transactions you import.Also, Tallie can automaticallyassign Departments, Classes, andLocations based on users and/orprojects.Tallie will import corporatecredit cards with multipleaccounts. Administrators canthen assign each card to theappropriate individual. Thisprocess allows administrators tocontrol the process andstreamlines the team'sexperience.If you provide your billing cycledates to Tallie, the system willgroup corporate credit cardcharges by statement. Thiseases the reconciliation processfor the accounting department.Tallie makes it easy to calculateyour month-end expenseaccrual. Simply run the accrualreport to see all of the expensesthat have yet to be submittedand/or exported to youraccounting system.Award-winningcustomer support options for all users.Our Product Experts are available to all users via live chat, email or phonebetween the hours of 7am and 6pm Pacific Time, Monday through Friday.Reach us at support@tallie.com or 1 888.874.1118 x2.One-on-OneImplementationsAll-Inclusive UserTrainingUpgrade to theKey ProgramA Tallie Product Expert will helpconfigure your account uniqueto the needs of your businessand configure your ERP sync.Pricing starts at 500.Tallie offers weekly andbi-weekly end user, approverand administrator trainingwebinars to all customers andfree trial account holders.Customers and accountingpartners can benefit fromadditional strategic services anddedicated support by signing upfor the Tallie Key Program.The quickest path from receipt to balance sheettallie.com 1.800.592.5144
Request a demoReady to see what Tallie can do for your company?Schedule your personal Tallie product demo today.Call us at: 1.800.592.5144or send an email to:sales@tallie.comA one-on-one product demo is the best way to find out ifTallie expense report software is the right fit for your company. 2017 SpringAhead, Inc. 95 Federal Street, Floor 2, San Francisco, CA 94107The quickest path from receipt to balance sheettallie.com 1.800.592.5144
Tallie expense report software. Tallie online expense report software automates the expense report process at every step, for employees and approvers. Capture expenses anywhere. Direct Credit Card Transaction Import Snap a Photo or Email a Receipt Mileage Tracking Forward Receipts to Tallie Tallie reads it for merchant, date and amount then
