General FAQs

The "User Guide" section of this online help provides information on how to perform all tasks in the Tipalti Hub. Click here to get started.

The Tipalti Hub supports all browsers except Internet Explorer.

Your password must have at least one uppercase, one lowercase and one digit for a minimum of 8 characters.

Passwords expire 90 days from first use and new passwords cannot be one of the last five passwords used. If you attempt to log into the Tipalti Hub and your password has expired, you are redirected to a screen where you can create a new password.

To recover a lost or forgotten password, click Forgot your password? on the Login screen. Enter your email address associated with your Tipalti account and click Validate email. A message advises you to check for an email that contains a link to reset your password and if the email does not appear within a few minutes, to contact our Support Team. Clicking the link in the email directs you to one of the security questions you set up when you first logged into Tipalti.

The link in the email is valid for 24 hours. If the link has expired, you can resend it. If there are other issues with the link, please submit a ticket to our Support Team.

Click here for a list of all Tipalti Hub user roles and descriptions for each role.

Contact your designated user with the Payer Administration role. Since the user with this role is responsible for managing all Tipalti Hub users, they can tell you which roles were assigned to you.

Yes. When adding a new payee to a bill or to the Supplier Hub, or when updating information of payees registered with the Supplier Hub, you need to be aware of field limitations and know which fields are mandatory. Click here for payee field descriptions and a list of field limitations.

Yes. Click here for a list of these email templates and descriptions, as well as variables used in these templates.

Yes. Tipalti uses ISO codes for currency, country, state and province data. These codes are used in APIs, IPNsAn Instant Payment Notification (IPN) is a messaging service that enables you to receive notifications from Tipalti. IPNs are triggered when defined events occur (e.g., updating payee details)., files and reports (see ISO codes).

Yes. Documents required for W-8 tax forms, or any other payee documents can be submitted through the iFrame/ Supplier Hub and reviewed and approved (or rejected) via the Tipalti Hub.

Click here for information on how to review and approve or reject documents.

Using separate bank accounts to fund your Tipalti account is a feature of Tipalti and not a Multi-EntityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. feature; therefore, you can apply this funding with or without Multi-Entity. Please be aware that you need to go through a compliance process to use different bank accounts for funding.

Payees cannot be associated with multiple entities under a single payer account. Payees onboard once and are associated with a single entity or no entity at all. When it is time to submit a bill for the payee (if the Bills module is enabled), you can assign the bill a different entity than that of the payee. The entity assigned to the bill overrides the entity assigned to the payee. The bill is paid from the virtual account associated with the entity.

If you have the Taxation module enabled, tax forms can be assigned per entity (e.g., W-8 tax forms for a US entity, VAT IDValue-Added Tax Identification Number for a European entity). The appropriate entity can then be assigned to payees so they can access the relevant tax form from within the iFrame or Supplier Hub. A payee cannot submit different tax form information for different entities because each payee can be associated with only one entity. To allow a payee to submit different tax information for different entities, you need to create multiple payee records in the system—one for each entity. Currently, we cannot support the ability of a single payee to submit different tax form information per entity.