Emburse Solution Administrator

Leave the administration work to us.

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As part of their family of solutions, 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.


THINK OF EMBURSE SOLUTION ADMINISTRATOR (ESA) AS ONE OF THE BEST HIRING DECISIONS YOU’LL MAKE.

How ESA Works


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.

All ESA subscribers receive:

  • Premium support handling and rapid response
  • Dedicated account management to aid in periodic reviews
  • Process optimization and back-end configuration changes upon request
  • Additional one-time or ongoing services upon request

  • Note: Subscribers may designate up to three ACRs from the organization or partner firm to collaborate with an Emburse Solution Administrator.

Premium Support

ESA subscribers enjoy exclusive access to Tallie Premium Support, which includes:

  • Responses within two hours for all emails and voicemails submitted during Customer Support’s regular business hours
  • Dedicated ESA-subscriber support phone number
  • Priority placement in the support chat queue

Cases that require follow-up resolution are assigned a priority of Urgent or Normal. Urgent cases receive status updates every four business hours, and are qualified as:

  • 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

Dedicated Account Management

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. The following tables provide examples of common requests that come standard with an ESA subscription.

Process Optimization & Configuration Changes

  • MODIFICATIONS TO:
  • Policies
  • User access provisioning/permissions
  • Expense Categories
  • Groups
  • Custom export files*
  • ADMINISTRATION OF:
  • Approval routing
  • Company preferences
  • Feature activation
  • ASSISTANCE WITH:
  • Bulk changes to list data
  • Project administration
  • Additional credit card integration
  • One à la carte client training session per quarter (credit card administrator workshop, end-user training, etc.)*
  • Additional à la carte consulting projects (ERP change, etc.)*
*Also available as a one-time purchase outside your subscription.

Subscription Services

  • EXAMPLE CHANGES FOR ESA SUBSCRIBERS
  • Sandbox account*
  • Scheduled email reminders for submitters or approvers
  • Scheduled export to directly integrated systems (includes notification of error handling)
  • Single sign-on*
  • Scheduled import of data from additional third-party systems (HRIS, Practice Management, etc.)*
  • Feature activation*
*Also available as a one-time purchase outside your subscription.

ESA for Accounting Partners


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 operations across your client base.

ESA FOR ACCOUNTING PARTNERS INCLUDES ALL OF THE PRIORITY SUPPORT, DEDICATED ACCOUNT MANAGEMENT, AND MENU OF SERVICES FOUND IN OUR STANDARD PLAN, PLUS:

Subscription Services

  • ONGOING SERVICES INCLUDED IN ESA:
  • Firm logo on client accounts*
  • Sales demo accounts*
*Also available as a one-time purchase outside your subscription.

Firm Operation Services

  • ONE-TIME CHANGE REQUESTS INCLUDED IN ESA:
  • Construction of client configuration templates for implementation*
  • Historical data retrieval upon client cancellation*
  • Bulk firm employee account provisioning/de-provisioning across client
  • Client account provisioning
  • Client account implementation*
  • Tallie expert online training course for firm employees*
  • Recording of sales demo customized to match firm operations*
*Also available as a one-time purchase outside your subscription.

Request a Demo

Ready to see what Tallie can do for your company? Schedule your personal Tallie product demo today.

A one-on-one product demo is the best way to find out if Tallie expense report software is the right fit for your company.