General FAQs
See the Get started section of the documentation to help you get started.
Tipalti will send you the following documents:
- Tipalti Service Agreement
- Tipalti Trust Agreement
- Know Your Customer (KYCKnow Your Customer (KYC) is a document that Tipalti uses to identify and verify the identity of its customers and the bank regulations that govern activities.)
- Setup and configuration
You must complete and sign these documents, then send them back to Tipalti.
Upon receipt of all documents, Tipalti sets up your payer account and provides you with a password to access the iFrame. You can then start experimenting with the iFrame to choose which payment methods are made available to your payees.
You can use the TipaltiTipalti Hub, instead of the bank account, as your primary method for reviewing your balance and transaction information, including deposits.
Use the bank's website only as a backup to verify balances and transactions.
The iFrame is for payers that have an existing portal/ website for their payees. Tipalti can embed iFrames into the payer's portal so that payees can use the portal to register with Tipalti and provide their contact, payment and tax information. In the iFrame, payees can also track the status of their payments and invoices, and view the history.
The Supplier Hub offers the same functionality as the iFrame, but is meant for payers who do not have an existing portal for their payees. Tipalti provides a dedicated website so that the payer's payees can register with Tipalti and provide their information.
An additional feature of the Supplier Hub is that the payer's AP Team can manage suppliers' accounts on their behalf—accounts can be accessed from the "Payees" tab on the Tipalti Hub (see Log into Supplier Hub as the payee).
Tipalti can customize the iFrame for you by creating a dedicated cascading style sheet (CSS), which holds the look and feel of the payer's website. Following customization, Tipalti provides you with a password to access the iFrame.
An iFrame is an HTML document embedded inside another HTML document on a website. Tipalti's iFrame is used to insert content from Tipalti into your website; yet, the iFrame behaves independently of your site.
If you have an idea for a new feature or improvement you'd like to see in Tipalti, you can use the "Resources Center" to send it to the Tipalti team. You can also use the "Resources Center" to give feedback on existing features.
The Tipalti team uses your ideas and feedback to determine the quality of your product experience and areas for improvement.
To submit an idea or feedback to Tipalti:
Log in to Tipalti.
Click
the help icon in the bottom right.
In "Resources", select "Product feedback".
Click "Share your feedback".
-
In the "We are listening" dialog, do the following:
In the "Can you describe your idea or the desired improvement?" field, enter a description of your idea or suggested improvement.
In the "How would it help you?" field, enter how you or Tipalti customers would benefit from the idea or improvement.
Click "Submit feedback".
Click "Done" to close the window.
Your feedback is submitted to the Tipalti Product Team for review.
Two-factor authentication
Submit a request to our Support Team to have two-factor authentication (2FA) set up in the Tipalti Hub. Once it's activated, new users logging into the Tipalti Hub need to enter their country and mobile number. A code is then sent to the registered phone number. Users type the code into the verification screen to enter the Tipalti Hub.
When users next access the Tipalti Hub, they only need to enter the code they receive via text message.
Required user role Payer Administration
You may need to reset a user's two-step verification for two-factor authentication (2FA) if, for example, the user moves to a different country or changes their phone number.
- Go to Administration > User management to view all current users.
- Find the relevant user and at the end of the row, click
and select "Reset 2 step verification activation".
- In the dialog, click "Confirm". When the user next accesses the Tipalti Hub, they need to enter their mobile number again as part of the verification process.
You can also reset 2FA by clicking the user row to access the "Edit user" screen. Click "Actions" and select "Reset 2 step verification activation".
Provider accounts
To fund your provider accounts:
- If you use Tipalti virtual accounts, at the top of the "Payments" tab, beside the Tipalti account balances, click "+ Add funds". A dialog shows all the information you need to fund each of your accounts. Tipalti is notified when the account is funded.
Funding wires are accepted until 3:00 p.m. PST for US domestic wires and 4:00 p.m. PST for SWIFTSociety for Worldwide Interbank Financial Telecommunication wires.
You can check the available balance in your provider accounts by logging into the Tipalti Hub
The balance appears at the top of the "Payments" tab. To view your outstanding payments and available balance, hover over beside the provider balance. You need the View Balance user role to view balances.
Payments
Payment instructions can be submitted in one of the following ways:
- Upload a payment fileA CSV or TXT file that contains one or more payment orders/ instructions to Tipalti. It can be submitted via the Tipalti Hub or Tipalti's FTP path. or add an individual payment through the Tipalti Hub (see Submit payment instructions)
- Submit instructions through our REST APIs
- When you pay bills through the Tipalti Hub, payment files are created (see Pay bills)
For additional information, click here.
Go to Payments > Upload payment file. In the top right of the summary table, click "Cancel".
You need to add Tipalti credentials to your PayPal business account. Click here for complete information, including support for PayPal's single and mass pay system.