Administration FAQs

No. You can only view the details by going to Administration > General > Contact details. To have the details updated, you need to submit a request to our Support Team.

Yes. You can also add custom fields for gathering payee information. Click here for information on how to add, edit and delete custom fields via the "Administration" tab in the Tipalti Hub.

Users can set the value for custom fields via the Tipalti Hub, CSV files and APIs. Click here for complete information.

Add a new user from the Administration > User management subtab. Click here for how-to steps.

Update user permissions on the Administration > User management subtab. Click here for instructions on how to edit permissions.

Hover over the user role to see the actions that can be performed with that role. For a list of topics related to each action, see User Roles.

To delete a user, go to the Administration > User management subtab. At the end of the user row, click and select "Delete". Click "Confirm".

You need to reset 2FA when the user moves to a different country or changes the phone number that receives the user's verification code.

Go to the Administration > User management subtab. Click at the end of the user row and select "Reset 2 step verification activation". When the user next accesses the Tipalti Hub, they need to go through steps 1 and 2 of the verification process (see Two-factor authentication).

You can toggle payee email notifications "on" or "off" on the Administration > Communication > Email notifications screen. Click here, then select "Payee emails" for instructions. Make sure you identify the source email address.

Yes. Payers can be notified when an administration user changes settings, a payment is rejected or when a payee changes details in the iFrame. Click here, then select "Payer emails" for instructions. You can add multiple email addresses for recipients.

Yes. You can edit email templates and configure a standard header and footer for these emails on the Administration > Communication > Templates screen. Click here for how-to instructions. For a list of editable templates and variables you can use, see Templates and variables.

Yes. Create a CSV file listing the payee ID, status and blocking/ suspending reason for each payee and upload it to the Tipalti Hub. Click here for how to prepare the CSV file, then refer to Import center for instructions on how to upload the file.

Once you have uploaded the file, the status of these payees changes to blocked or suspended (whichever status you assigned each payee in the CSV file). You can manage payee status directly on the payee record.

Upload a prepared GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. accounts CSV file via the Tipalti Hub or via your own FTPA file transfer protocol (FTP) is a standard network protocol that you can use to transfer files to Tipalti and receive reports from Tipalti. path. To upload via the Tipalti Hub, go to the Administration > Bill settings > GL account import tool screen. Click "Upload", select the relevant file and click "Open".

Accounts defined in the uploaded file will override all existing GL accounts. Therefore, if you want to keep any existing accounts, ensure you include the information in the CSV file.

Define an email account on the Administration > Bill settings > Bill collection via email screen. You need to enable the feature, then provide an email address and password for the email account. Click here for how-to instructions.

Payment terms are defined on the Administration > Bill settings > Bill payment settings screen. You can specify, for example, that payments be made every 30 or 60 days, or per invoice due date. Tipalti computes each bill due date based on the payee payment terms, except when the terms are "per invoice due date".

The payer's payment cycle can be defined as "paid on bill due date", "by periodic cycle" or a combination of both. These settings are applied to all new payees. Click here for instructions on how to configure your payment terms and cycle.

You can update the payment terms and cycle for individual payees directly on the payee record.

Yes. Enabling "Bills AutoPay" will auto-trigger the calculation of the pay date, which is based on the payee payment terms and payer payment cycle. Payments will be remitted to payees accordingly.

To enable "AutoPay", go to the Administration > Bill settings > Bill payment settings screen and toggle the feature "On".

Yes. When this feature is enabled, and a bill payment is rejected, a vendor credit is created on the payee account. If no transaction fees are incurred, then a vendor credit will not be created.

Go to the Administration > Bill settings > Bill payment settings screen. In the "Payee pays rejection fee" section, toggle the button for this feature "On".

Yes, if the payer uses the "Invoice processing" bill flow. Go to Administration > Bill settings > Bill approval settings. In the "Reminders settings" section, beside "Send reminders to approvers", click to edit the fields. Toggle the button to "On", then type the number of days after which to send the reminder. Reminders will be sent until the bill is approved.

If the payer uses the invoice processing bill flow, you can enable escalation of bills that have been pending approval for too long. When the approver does not approve the bill in time, it is escalated to an assigned manager.

Go to Administration > Bill settings > Bill approval settings. In the "Escalation settings" section, beside "Escalate bills", click to edit the fields. Toggle the button to "On", then type after how many days (from the bill entering a "Pending approval" status) you want bill approval to be escalated to another approver. You will then need to assign a manager to the bill approver by editing the user's Bill Approver role (see Edit user).

You need to define thresholds so that during PO matching, values below the threshold will be tolerated by the system and will allow bill approvers to approve these exceptions. Values above the threshold cannot be approved without first sending the bill back to AP to have the bill, purchase orderA purchase order (PO) is a legally binding contract established between you and your supplier that outlines types, quantities, and agreed upon prices for products or services or receipt updated. Click here for instructions on how to define approval thresholds.