Looking for a Concur Alternative for Expense Report Management, we discovered Tallie Expense Management.

Having used a variety of Expense Report software packages over the years, I know which ones work and which ones do not, at least in terms of usability. One ubiquitous package out there is Concur. The last version of their desktop software which I used to submit expenses to get reimbursed by my company for software engineering books, trade shows, etc was an absolute bear to use, took multiple attempts, and left me itchy.

Tallie - Concur Alternative
Concur did not support all the common browsers at the time, and seemed to only be interested in keeping Internet Explorer (IE) as it preferred browser, even though IE was busy losing it’s market share to Firefox, Chrome and Safari. Because of the outdated nature of the software, and it’s obtuse way of getting receipts and submitting, it quickly became a nightmare that none of my co-workers wanted to embark on. We hated Concur with a passion.

At the time, Concur had no mobile platform, which meant that we had to get a hard copy of a receipt, or an email copy of a receipt, generate a supported file format such as .jpg or .bmp and make sure it existed on our desktop computer, then go through the convoluted way of starting an expense, and then uploading the receipt. God forbid if it were in .png format or .pdf, because Concur did not support these formats. Bah.

At this point in the process, you’d then select some expense category which almost never, ever made any sense at all. Though I’ll admit this was probably fault of the bookkeepers at my company. Make a mistake at this juncture however, and you’d have to start all over again. Yep, there was no other way. Cancel first attempt, and make a second attempt. Often after a trade show, you’d notice my co-workers and I all filing expenses at the same time, and you’d hear cursing, and kvetching from all corners of the room.

We all longed for another expense report package that was mobile friendly, and even had a mobile app for iOS, and for Android, and just plain worked. A Concur Alternative had to exist.

And so it did, and does. Latest kid on the block that has about seven years of development under it’s belt is Tallie, the most excellent Alternative to Concur on the planet.

expense fraud
expense fraud
Once upon a time I worked for a company that had the top executives constantly on the road, traveling, flying to conferences and meetings with clients. These folks struggled to keep up with their expenses, and really suffered when it came time to filing company travel expenses. I often heard these executives complaining, and one time I hear one executive explain to another on how to pad his expenses, and make a nice stipend that padded his wallet. This was fraud, and eventually it caught up with him, and he got fired and had to reimburse the company for his expense fraud.

My friends over at Tallie know about expense fraud since they are in the business of building software for filing and managing business expenses. Read their take on Expense Fraud.

I run a small business, and can barely afford to pay myself most of the time. I make a little money, put it back in the business, and so it goes.

Years ago I talked to an accountant and he said it was time for me to get serious, make money in the business instead of always operating at a loss, so I could start to do things like deduct business travel, take clients out for lunch or drinks and be able to deduct these expenses. Great I thought. But reading an article over blog.tallie.com I see that the rules can be quite a bit different for small businesses versus big businesses. In short, according to the IRS, if you are entertaining some big wig public figurehead you can deduct a $500 bottle of wine for a business expense, but if you are entertaining a Joe Schmo, you might be able to get away with a $100 bottle of wine. Either bottle is mighty rich for my pocket book.

So the IRS rules on expensing alcohol (and other things) are different depending on who you are, and who you are entertaining, and how dare you think you can get away with following the same rules as a big corporation.

Hrrrmph.

Read the article and weep. Then go on over to the IRS and read the rules yourself. Good luck on comprehension.

The 2014 IRS Mileage Rate Update is here.

The IRS has changed the rules possible in response to lower gas prices, which in turn reflects lower revenue for the tax collectors.

Expense Management software companies are sure to be updating their software to show these changes.

Read more about the 2014 IRS Mileage Rate

A related article on IRS Record Keeping can be found on the Tallie Blog. This is really good information on best practices for record keeping as it relates to small and large business practices.

Mobile Expense App – Track expenses on the Tallie iPhone and Android app.

Definition: Tallie. Tallie Mobile is an smart phone application designed to make recording, gathering, saving, and tracking your business expenses, a quick and automated task.

Mobile Expenses App
Mobile Expenses App
Mobile Expense App
Mobile Expense App
Mobile Expense App Categories
Mobile Expense App Categories

iPhone Expense App
iPhone Expense App

Seamlessly capture expense receipts, report on your expenses, and more with the Tallie mobile expense app.

With Tallie on your phone, you can:

  • Capture receipts with multiple pages
  • Mobile Receipt Capture
    Mobile Receipt Capture
  • Capture & automatically calculate mileage
  • Email receipts to one location from almost any mobile platform

Available for:

iPhone Mobile Expense App & iPad Mobile Expense App

Use your phone to track expenses.

Just snap a picture of your receipt. Tallie will create an expense in your account filled with important data scanned from your receipt, such as merchant and dollar amount.

Available on any mobile devices with an HTML5-compatible mobile browser.

Mobile Business Expense Report

Drag and Drop Expenses on your Desktop Computer

You can also drag & drop receipts into Tallie from your desktop.

drag and drop expense receipts
drag and drop expense receipts

Select one or more receipt files on your desktop and drag them onto the empty receipt tile on the Purchases page.

Just like images taken on your phone, Tallie will scan these receipts for key expense data.

Credit Card Transactions Import and Match

Let Tallie import & match credit card transactions.

Use the Credit Cards page to tie a credit card to your Tallie account. Tallie will match credit card transactions to any receipts you have already included in your account.

You may choose to automatically import all transactions from a credit card or manually import individual transactions as they occur.

Tallie starts your expense reports for you.

When you’re ready to submit a report, you’ll find that Tallie has already pulled together your expenses into monthly reports, ready for you to review & submit.

submit expense reports
submit expense reports

If you automatically import expenses from a credit card, Tallie will prepare a separate report for that card based on its billing cycle.

Tallie alerts you if your report may not be approved.

expense reports alerts
expense reports alerts

Tallie can review reports for required information, possible duplicates, and company policy violations before you submit.

Your company account administrator will determine which information Tallie should review during account setup.

Fixed Rate Expense Categories

Have expenses that are reimbursed on a quantity basis, such as Per Diems? Your administrator can now set up fixed rate expense categories. Tallie will take care of the calculations for you.

automatic expense categorization
automatic expense categorization

Bill.com integration

In addition to reimbursing you via check or payroll, Tallie can now reimburse vendors and employees through our custom-built integration with Bill.com.

Remind Approver button on submitted reports

Is your approver too slow to approve the report you submitted a month ago? Have Tallie send them a friendly reminder email.

expense report remind app
expense report remind app

Just be careful not to send them too many and make them mad.