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Payee workflow

Initial import of payees

The existing payees in ADS Accolent must be imported to Tipalti via File Integration with a CSV. Newly created payees will sync to Tipalti after the integration is enabled.

  1. Go to Purchasing / Vendors > List Vendors and click on Export Payee(s) List for Tipalti.

  2. Click Go. Select payees for export and click Export Payee(s) List for Tipalti.

  3. Import Downloaded CSV file in Tipalti: Go to Tipalti Dashboard > Integrations > File Imports. Click Import, select the object (Payee) and select a file.

  4. Status shows - Import Succeeded.

The ADS generated payee file is using this template. Please configure the Payee Import template for the payer to mirror this format.

Adding new vendors (Payees)

  1. To add Vendor(s) in Accolent ERP to Tipalti, go to the List Vendors screen, select new Vendor(s) and click Sync Payee(s) to Tipalti.

    “Payee created or updated successfully” message is displayed.

    All vendors are created initially in Tipalti in a Not Payable status.

    Vendors have to login to Tipalti's Supplier's Portal to enter their Payment information and tax forms to become Payable.