Modify and send the email templates below to introduce your team to Tipalti and prepare your organization for Tipalti Procurement.
To customize the email template with your messaging:
1. Select and copy the text below.
2. Paste the text into a blank document or email message.
● If pasting into a Word document, select the Keep Source Formatting option.
● If pasting into a Google document, select the Paste option.
3. Replace the highlighted sections with your personalized information.
Subject: {Your Company Name} 's new Procure to Pay System - Tipalti
All,
I'm reaching out to provide information on a new system that Finance is rolling out that impacts you and your teams. I'm pleased to announce that {Your Company Name} has partnered with Tipalti, a leader in global Procure to Pay (P2P) automation software.
Tipalti will provide {Your Company Name} with automation software to improve the invoice capture and approvals process and provide a Purchase Order (PO) system. Tipalti will assist each department with tracking spending through POs and facilitate the invoice approval process in a more streamlined manner.
We've been piloting Tipalti with a few departments over the past several months, and now we are ready to take the next steps with rolling the platform out more broadly to the remainder of the company. The portion of Tipalti that is new for {Your Company Name} is the PO system. POs for purchases equal to or greater than {$10,000} will now be required. The PO system will provide each of you and Finance with better insight into costs prior to them being incurred.
The final phase of the Tipalti implementation is to connect each of you to the platform's PO portion. In talks with your department leader, you have been identified to represent your department as a Purchase Requester or Purchase Approver. We're looking to provide you with training on the Tipalti platform over the next few weeks. Our targeted go-live date with the PO portion of the system is {Launch date}.
Training will take place on the following dates. Please make every attempt to attend the training live (a recording will be available).
- {Training Date & Time}
- {Training Date & Time}
Thank you in advance for your support of this initiative. If you have any questions, please let me know.
Best regards,
{Your Company Name}