Create and submit expenses
Create and submit all your expenses from Home, using email or the Tipalti Expenses mobile app. Log in anytime to check if they’re approved and view a record of all your submissions.
- Follow these steps if you have the new experience with Home.
- If you’re not using Home, you can create and submit expenses from My expenses.
- Download the Tipalti Expenses mobile app and manage your expenses.
Make managing expenses even easier. Submit them straight from Home, then check back later to see if they’re approved.
To create an expense:
Click +New in the top right and select Submit an expense.
Select the expense type: General or Mileage.
Fill in the expense details.
Select a Category for your expense and enter a short description. Categories classify your expenses. If you need help deciding which category to choose, contact your manager or the finance team.
Under Reimbursable, toggle off if you don't need a refund for the expense.
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Upload your receipt or any other document relevant to your expense. You can add multiple receipts.
When submitting a mileage expense, the expense amount is automatically calculated based on the distance entered in miles/ kilometers.
Mileage expenses don't require receipts, but you can add a screenshot of the route taken from your maps app. Just click Add route screenshot to attach the screenshot from your photos.
Click Show more information to display more fields.
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Click Save.
Your new expense is created and displayed in the My Expenses tab with one of the following statuses:
Require information — The expense has been created, but you still need to fill in all the required fields.
Ready to submit — The expense is complete and ready to be submitted for review.
Click Submit to submit your expense. It’s sent to review for approval.
If your account doesn’t have purchase requests set up, click + Submit expense in the top right instead.
Submit a draft
If you have any expenses in draft that you’re preparing to submit for approval, these are listed in the To do tab, in To submit.
Click OPEN to complete the draft and submit it for approval.
You can tell if you need to provide more information before you can submit the expense, as Missing info displays under OPEN.
If the draft is already complete and ready to submit, click SUBMIT to submit it for approval.
Track approvals
To view or track the progress of all your expense approvals, click the All my items tab. To find specific expenses, search or filter them by type using the Type and My items dropdowns.
You can email your receipts to receipts@tipalti.com to create a draft and complete it in the Tipalti Hub.
To email a receipt:
Send receipts to receipts@tipalti.com.
Log in to the Tipalti Hub and navigate to My Expenses.
The receipt sent appears as a new expense. Click it and enter the expense details.
Download the Tipalti Expenses app from the Apple App Store or Google Play and log into your account. Your Customer Success Manager can confirm if your account is activated for the mobile app.
To create and submit an expense through the app:
- Log into Tipalti Expenses.
- Click the add icon
in the bottom right.
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Select the expense type:
Standard — For all expenses except car mileage
Mileage — For car mileage expenses
You can screenshot the route you took from your maps app and click Add route screenshot to upload it to your expense form.
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Fill out all the form and click Save.
The expense is saved as Ready to submit if all the required fields are filled out.
Otherwise it’s saved as Incomplete, and you can open the expense to complete the draft.
If you haven’t added your payment details yet, click the banner to add them so your reimbursements go to the correct account.
Click Expenses in the bottom menu and select the expense.
Click Submit. Your expense is sent for approval.
You can select one or more expenses at a time if they’re all ready to submit.
To delete an expense, select the expense and swipe left.