Templates
You can customize 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, GRNA goods received note (GRN) is an internal document that acts as proof of goods received to match against invoices and purchase orders. GRN, receipt, and receiving report are synonymous., GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. accounts, custom fields of type "List", payment terms, units, and tax codes templates for file integration via auto-sync from your back-end system to Tipalti . Select the record below to see the fields included in each import template.
Purchase orders
Imports data for all purchase orders that were created and/ or updated
Required user roles: File Integration Operator & Process Bills
Imports data for all receipts (GRNsA goods received note (GRN) is an internal document that acts as proof of goods received to match against invoices and purchase orders. GRN, receipt, and receiving report are synonymous.) that were created and/ or updated
Required user roles:File Integration Operator & Process Bills
Imports data for all GL accounts that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Imports custom field values of list type that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Imports data for all payment terms that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Imports data for all units that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Imports data for all tax codes that were created and/ or updated
Required user roles: File Integration Operator & Payer Administration
Imports data for all payees that were created and/ or updated
Required user roles: File Integration Operator & View Payees