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Templates

You can customize payee, vendor credit, bill, and payment templates to export from Tipalti for file integration with your back-end system. Select a record below to see the fields included in each export template.

Bills

Bill export record icon

Exports data for all bills that were created and/ or updated

Required user roles: File Integration Operator & View Bills

Payees

Payee export record icon

Exports data for all payees that were created and/ or updated

Required user roles: File Integration Operator & View Payees

Payments

Payments export record icon

Exports data for all payment orders that were created and/ or updated

Required user roles: File Integration Operator & View Payments

Vendor Credits

Vendor credits export record icon

Exports data for all vendor credits that were created and/ or updated

Required user roles: File Integration Operator & View Bills