To make bill collection simple and hands-off, Tipalti users can configure a designated email account that allows payees to submit bills via email. Once the bills are received, they go through OCR (Optical Character Recognition) scanning to create invoices in the Tiplait Hub.
To set up a bill collection email account, go to the Bill Settings subtab and then the Administration module. There are three options for setting up a bill collection email account:
- SSO, compatible with Google or Microsoft
- IMAP configuration
-
Tipalti-made supplier invoice email account
- If users opt for the Tipalti-made supplier invoice email account, Tipalti will create and implement the account information on the payer’s behalf at an additional cost.
Key Insights
- Emails received may include multiple invoices.
- Once an email is collected by the mail collection service, the email sender receives a submission result email, which includes the invoice submission date/time and a list of the invoices submitted.
- If there is a problem creating an invoice from the email attachments, the email sender is informed of the reason for failure (file size is too large, invalid file format, etc.).
-
Mail collection can also be entity-segregated and set up to work with multiple entities.
- Bills arriving at an entity’s account are assigned to that entity, while bills arriving at the general account are not associated with any entity.
Acceptable File Formats
Bills submitted to the designated bill collection email account should be either PDF or image file format (JPEG, TIFF, PNG, etc.).