Tallie, Saving Headaches and Ensuring Faster Reimbursement
Updated June 18, 2019
Tallie, Saving Headaches and Ensuring Faster Reimbursement
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Tallie
Tallie is being used by our entire organization in the form of reimbursements. In the past, we had a very archaic system for reimbursements. The staff would spend time taking photos of receipts, uploading those photos to a specific folder, filling out an excel spreadsheet with their expenses and then getting those expenses approved. The entire process would be completed and then it would take up to 2-4 weeks for the check to arrive for your reimbursement. It has solved staff time being wasted on this long process and the money being reimbursed quicker.
- Tallie is able to be explained very well. When our finance department brought this to our organization, they were able to explain the entire process of Tallie within 20 minutes! Our organization put Tallie in place the next day and we were processing reimbursements in a quicker and easier way.
- Tallie is able to place your receipts in specific reports that pertain to each work function you need to be reimbursed. If you have multiple coding across a few work functions, Tallie organizes them in a way that is easily understood by not only the individual approving but by the financial team as well.
- Tallie gives you the option to have an app on your phone that automatically uploads photos into the system. The app is so easy to use and allows you to not have to keep track of all your receipts from a work function.
- Tallie lets you add a credit card to the app/website so that it automatically tracks expenses.
- Tallie suggests it is able to read receipts and place them into the correct category, but I find myself updating these sections each time I upload a receipt. The system should be updated to read multiple receipts.
- Tallie sometimes rejects photos if they are not specific enough. This can be frustrating since it is sometimes difficult to upload receipts quickly while on the road. However, this rejection is not a common occurrence.
- More often then not, Tallie's emails go to my junk folder. Tallie should work on their spam count for Outlook.
- Tallie allows my finance team to spend so much less time on expense reports. After a large event, we would have 20 employees submitting reimbursements taking many hours of their time. This has cut out that time.
- Tallie allows me to spend a total of fifteen minutes updating records in a report for reimbursement compared to the two hours I used to spend on our archaic system.
- Tallie allows direct deposit into your account 2-3 days after your report is approved compared to the weeks it used to take to receive reimbursement.
As stated, we did not use a system and instead used Google Drive to upload our receipts and then Excel to track our spending to then submit. This would take hours of not only the employee submitting but the manager approving and then our financial team ensuring that each coding is correct.