Very often projects and jobs, whether internal or customer-billed, have budgets associated with them for time, expenses
and materials. If your company is managing such budgets, project accounting and management of project-associated spend becomes
very important. Not only does Tallie enable expense submitter to track expenses against these projects (and mark whether
they are billable to the customer or not), but Tallie offers project-dependent approver assignment.
This reflects the reality in business where the budget or account manager for a project is often not in the reporting structure
for an individual employee and is likely not the same budget or account manager for another project. With Tallie's project-configurable
approval chain management, project managers are aware of project-associated expense spend before it hits the general ledger,
and they are enabled to monitor these expenses against individual policies agreed upon by specific customers or in signed
Nonprofit organizations can leverage Tallie's project-based approval features for program-based spend monitoring and program-specific
expense approval routing. Plus, you can rename the project list as "programs" so that your expense submitters are using
terminology that they are familiar with.
It bears mentioning that Tallie's project-specific functionality is not limited to custom approval routing. Expense submitters
can be assigned to specific projects and can be given specific time durations during which they are allowed to submit expenses
against the project. Additionally, restrictions can be set on those projects so that no other expense submitters may map
expenses to the project. All project-based functionality, including approvers and user restrictions can by synced over automatically
from Intacct or batch assigned using our CSV import tool for projects.