Administration handles Tallie work

Emburse Solution

Leave the technical system administration work to us.

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Think of Emburse Solution Administrator (ESA) as one of the best hiring decisions you will make

As part of their family of solutions, Emburse Tallie is thrilled to extend Emburse's Solution Administrator service to our customers and accounting partners.

This gives your team the ability to focus on advisory services, improve margins, and help control spend. Meanwhile, our team of experts manages the day-to-day operations and system changes in Tallie, while advising on best practices to maximize the solution's value.

How ESA works

How ESA works

Discover how our team can help yours

Begin by identifying your organization's Authorized Change Request (ACR). This individual submits system change or add-on subscription service requests. As requests are received, your assigned ESA reviews them to ensure a seamless, accurate delivery. Included in the service:

  • Process optimization and back-end configuration changes upon request
  • Additional one-time or ongoing services upon request
  • Designation of up to three ACRs from your organization or partner firm to collaborate with an Emburse Solution Administrator.

Get the VIP treatment. ESA subscribers get priority handling for any customer support issue, via the Premium Support service, which includes:

  • Responses within two hours for all emails and voicemails submitted during Customer Support's regular business hours
  • Dedicated premium support phone number
  • Priority placement in the support chat queue
  • Ongoing case follow-up based on assigned priority (Urgent or Nomal).

Urgent case recieve status updates every four business hours and are qualified as either:

  • Your services are substantially inoperable with a high impact to multiple users, including security issues
  • A product feature is not working, or a substantial performance problem exists which prevents a user from creating, saving, or submitting a transaction

Whether you subscribe to ESA or ESA for Accounting Partners, your account manager provides ongoing consultation to optimize the value you receive from Tallie, including:

  • Quarterly business reviews to discuss improvements, usage, and support case history
  • Periodic review of release notes and assistance with driving new feature adoption
  • Update configuration change statuses and track evolving business needs

Stay focused on what really matters. Our team of system experts is here to help fulfill the configuration and service changes you need.

Process optimization and configuration changes included in an ESA subscription

Administration of:

  • Approval routing
  • Company preferences
  • Feature activation

Modification to:

  • Policies
  • User access provisioning/permissions
  • Expense categories
  • Groups
  • Custom export files

Virtual & physical cards

  • Bulk changes to list data
  • Project administration
  • Additional credit card integration
  • One a la carte client training session per quarter (credit card administrator workshop, end-user training, etc.)
  • Additional a la carte consulting projects (ERP change, etc.)

Subscription services included in an ESA subscription

Easily test out new policies and features with a dedicated sandbox account

Scheduled email reminders for submitters or approvers

Scheduled export to directly integrated systems (includes error handling)

Easily add or remove users with single sign-on support with single sign-on support

Scheduled import of data from additional third-party systems (HRIS, Practice Management, etc.)

With ESA we receive priority support and faster, smoother change request deployments which saves our team a significant amount of time.”

Parikshit Bhatt
Project Manager / Associate Consultant, ZS Associate

ESA for Accounting Partners

ESA for Accounting Partners includes all of the proactive system administration, premium support and dedicated account management delivered in our standard plan, plus additional subscriptions to enchance your firm operations and client experience.

We offer an alternate ESA
subscription for accounting firms

This covers employees of your accounting partner firm only. The extended administration offerings are designed to help you manage system changes and operation across your client base.

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Subscription services:

  • Firm logo on client accounts
  • Sales demo accounts
  • Sandbox account
  • Scheduled email reminders for submitters or approvers
  • Scheduled export to directly integrated systems (includes notification of error handling)
  • Single sign-on
  • Scheduled improt of data from additional third-party systems (HRIS, Practice Management, etc.)
  • New Feature activation
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Firm operation services:

  • Construction of client configuration templates for implementation
  • Historical data retrieval upon client cancellation
  • Bulk firm employee account provisioning/de-provisioning across clients
  • Client account provisioning
  • Client account implementation
  • Tallie Expert online training course for firm employees
  • Recording of sales demo customized to match firm operations