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Onboarding tools
Video tutorials
Live training
User guide
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Log into the Tipalti Hub
Administration
Administrative operations
User roles
Multiple entities
Funding
View funds required
Fund Tipalti accounts
Multi-FX
Currency cutoffs and validations
Payees overview
Search payee information
Manage payee status and settings
iFrame/ Supplier Hub
Manage Supplier Hub payees
Documents review
Taxation
US tax forms
Tax form expiration
Tax withholding
Withholding rates
Income types
Tax form and entity types
Certificate of No US Activities
Additional documents
Non-US tax collection
Tax form statuses
Procurement
System overview
Create and track purchase requests
Approve purchase requests
Mark goods and services as received
Vendor registration
Send PO PDF
Back office
Set reminders
Run parallel PR/ vendor approval
Emails
PO PDF customization
Upload budget
Customize Procurement forms
Contract repository
Workflow integrations
PO Matching
Matching process
Handle matching exceptions
Bill routing
Matching policies
Bill coding
Bill approval for PO-backed bills
Approvable bills
Non-approvable bills
PO updates
Prepayments (NetSuite 2.0)
Track and match a dropship invoice
Set payees up as dropship vendors
Upload and match a dropship invoice
Bills
Bill flows
Usability
Add invoices
Manage bills
Add comments and files to bills
Bill approvers
Invoice processing approvals
Email security
Tax collection in Bills
Bill statuses
Tipalti Expenses
Get started
Create and submit expenses
Manage and approve expenses
Reimburse expenses
Connect your corporate cards
Tipalti Cards
Funds flow
Manage cards
Card transactions overview
Process transactions
ERP sync
Credit card statement report
Submitting payments
Payment information
Payment statuses
Payment methods coverage
Payment methods coverage: US and ROW
Payment methods coverage: UK and EU
Payment error codes
Generate reports
Smart report builder
Payment reports
Bill reports
Payee reports
Tax reports
User reports
Security practices
Email security
Business continuity practices
Two-factor authentication
Detect
Integrations
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3rd Party Apps
Partner Platforms
SSO
ERPs
Sage Intacct
NetSuite 2.0
Microsoft Business Central
QuickBooks
Xero
Tipalti Connect
Acumatica
SAP B1
Setup
SAP B1 PO Matching
File Integration
Configure auto-sync settings
Import files
Export files
FAQs
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General FAQs
User guide FAQs
Bill FAQs
Card FAQs
PO Matching FAQs
Payment FAQs
Detect FAQs
Taxation FAQs
Administration FAQs
Expenses FAQs
ERP FAQs
Release notes
Dev docs
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