Expenses FAQs
Expenses Mobile App
Use your company email to log in to the app. Reach out to your company's Finance team for credentials.
Contact your IT Support team to reset your password.
Use any email address for this purpose but, if in doubt, reach out to your IT team to ensure compliance to your company IT policies.
Contact your Administrator to ensure you have been provided with access to Tipalti Expenses.
Expenses submission
If you are not sure which category your expense is, refer to your company expense policies.
If you submit an expense that has been assigned to the wrong category, your finance team should be able to edit the category so it is assigned correctly.
Check if you have submitted your expense - you can do so by clicking on the “Submit” button on the top right-hand corner of the application homepage, or by selecting the expense in the "Not submitted" section in Tipalti Hub and then clicking Submit.
Check if your expense has been fully approved
Check if you have completed your payment details on your profile page on the mobile app
The expenses you put into one group would be paid in one single payment. If you want those expenses to be paid together to your account, bundle them into one group.
There is no rule to what you can put into one group, but we would suggest you submit expenses whenever the expenses are ready so you can get reimbursed in a timely manner.
Reach out to your direct manager so they can reject the expense.
If it was already approved by your manager, reach out to your company Finance team.
Contact your company Finance team.
No, you will need to create a new expense group and submit the new group separately.
You have two options:
Option 1:
Enter the amount that you have been debited manually, according to the credit card debit amount in your local currency. This will result in no FXForeign exchange calculation in the app.
Attach a document that proves the amount charged by the credit card in addition to the receipt of the expense (except for Per Diem).
Option 2:
Submit an FX adjustment expense on a separate expense and provide a screenshot of the fees and rates.
In the Description box enter the FX adjustment this expense is for.
Your manager and the Finance team will review the expense and provide a reimbursement if approved.
Approvals and rejections
Your direct manager and Finance team will approve your expenses. You can track the approval progress on your mobile application or on the web (Tipalti Hub).
You can review this information on the Expense Approval trail to see who you should reach out to regarding your expenses. You can find it by selecting any expense that is Pending Approval and scrolling to the bottom of the details section.
There is always a reason attached to the rejection. Review the reason and if in doubt, reach out to your company Finance team.
You can only approve your report’s expenses via the mobile app. Use the “Approve” tab on the bottom menu bar to review the expense groups submitted by your reports.
Yes, it is possible to edit expenses on the mobile app.
Reimbursement
You need to first submit an expense group to enable the “Add bank details” tab. Add your bank details by clicking on this tab and following the instructions on the screen.
You can only provide your payment details from our mobile app at the moment.
You can check the following:
Has your group been approved by both your direct manager and the Finance team? Your group would need both approvals for the reimbursement to be issued.
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Have you entered your payment details? You can add your payment details on the profile screen.
Note that the payment, once issued, can take up to 3-5 working days to get to your bank account.
Contact your company Finance team if in doubt.
You will be reimbursed in the currency of the company subsidiary you belong to. Expense reimbursements are always calculated in the employee's subsidiary's local currency (e.g. USD for US employees, CAD for Canadian employees, etc.).
If you want to be reimbursed in a different currency, here is what you can do:
Set the currency you want to be paid in when filling in your Payee details, or
Provide a bank account that is denominated in the currency you want to get paid in.
Note that FX fees could be applicable if you choose to get paid in different currencies. Speak with your company Finance team for more information.
You can adjust your bank details on your mobile app’s “Profile” tab. Note that you might be prompted to log in using two-factor authentication (via text) for increased security.
Reach out to your Finance team to check if there are any payments that are going out to your previous bank details.
You can make the update on the “Profile” tab by editing the payment details. Note that you might be prompted to log in using two-factor authentication for increased security.
The name “Tipalti” will be shown as the payer on your statement.
You can choose any payment method that suits your needs (fees might be applicable depending on the method of transfer). Speak with your company Finance team for more information.
Support
If you have a question about your Expense group and payments, reach out to your company Finance team.
If it's a technical issue, follow the instructions below:
If you encounter an issue on the Mobile app: Go to Profile -> Contact Support.
If you encounter an issue on the web or for any other issue, submit a ticket to our Support Team
Have you recently joined the company? If so, reach out to your Finance team to ensure that you have been granted access to Tipalti Expenses!
If you are a long-term employee, submit a ticket to our Support Team with the screenshots and our Support team will look into this for you.
Yes - your data is protected under the Tipalti privacy notice.
Features
Yes! You can do that by forwarding your invoice to receipts@tipalti.com and it will appear as a new expense on the app and in Tipalti Hub within a few minutes.