Manage Supplier Hub payees

Manage Supplier Hub payees

Required user role View Payees

The Supplier Hub is for payers who do not have an existing Hub for their suppliers/ payees. It provides the same functionality (i.e., management of payment and invoice flows) as the iFrame but instead of being embedded in the payer's website, a dedicated website is made available to onboard your suppliers/ payees.

Your AP Team can manage suppliers' accounts on their behalf—accounts can be accessed from the "Payees" tab in the Tipalti Hub. Users who have been assigned the View Payees user role can display the "Payees" tab.

As an added convenience, we added the following quick buttons on the “Payees” page:

  • “Suppliers Hub URL” button: once clicked, the link is saved to the clipboard so that you can easily send it to your payees.

  • "Payee Reports" button: provides easy access to Payee Reports.

Select the following topics to reveal how-to steps.

Required user role PayeePaymentDetailsAdministrador if payee is created via iFrame or is registered in the Supplier Hub.

Required user roles View Payees & Update Payee Payment Details if payee is created via Tipalti Hub and is not registered in the Supplier Hub.

You can add a new payee when you log in to the Tipalti Hub. When you add the payee’s details, you can send them an invite to join the Supplier Hub. If the payee doesn’t register right away, they’re sent up to 5 reminders over the next 30 days:

  • 1st reminder - 3 days after the invite

  • 2nd reminder - 3 days later

  • 3rd reminder - 7 days later

  • 4th reminder - 7 days later

  • 5th reminder - 7 days later

If the payee still hasn't registered, you can send them another invite.

Once the payee registers with the Supplier Hub, they can upload their invoices there, and you can process your payments to them, all through Tipalti.

  1. Log in to Tipalti Hub and click Payees in the left menu.
  2. Click +Add payee on the right.

    3. You can also add a new payee from the invoice review screen by clicking the Payee dropdown in Bills.

  3. Complete the following fields (see Payee field limitations):
    1. Provide the payee ID.

      • You can leave this blank as Tipalti can generate it for you.

      • If you know the ID and want to enter it yourself, toggle right Enter ID myself. Then, enter the ID.

    2.   In Payee details:

      • Select the Payee type.

        • They’re either a company or an individual.

      • Enter their details.

      • To invite them to join the Supplier Hub, select Invite to Supplier Hub.

      • Enter their contact email.

    3.  In Payee setup:
  4. Click Add.

For information on the Supplier Hub registration process, see iFrame.

Required user roles View Payees & Add Payee

You can add an existing Tipalti Hub payee to the Supplier Hub and send an email invite to register in the Hub. If the payee does not register right away, reminders are sent periodically over the next month. After five auto-reminders, the system stops sending reminders.

The cadence for the reminders is as follows:

  • 1st reminder - 3 days after the invite

  • 2nd reminder - 3 days later

  • 3rd reminder - 7 days later

  • 4th reminder - 7 days later

  • 5th reminder - 7 days later

The last registration link is valid for 30 days. Each time you invite the payee, the auto-reminder cycle restarts.

If the payee still hasn't registered, you can send another invite. Each time you invite the payee, the auto-reminder cycle restarts.

If the payee has already created a password in the Hub, then an account has already been created and the payee is considered registered. You will not be able to send the payee a new invite to register. To see if the payee has already registered in the Hub, at the end of the GENERAL row on the Payees tab, click to view the Hub user status. If the payee has not registered yet, follow these steps to send the payee an email invite to register.

If the payee has not registered yet, follow these steps to send the payee an email invite to register.

  1. Search for the payee.
  2. At the top right of the screen, click Actions and select Send Supplier Hub invite.
  3. Select Send invite email to the payee's current login email.

For information on the Supplier Hub registration process, see iFrame.

Required user role View Payees

On the payee record in the Tipalti Hub, the "Hub user" status indicates whether the payee is registered with the Supplier Hub or has been invited to the Hub.

  1. Search for the payee.
  2. At the end of the GENERAL row, click Drop-down arrow to view the "Hub user" status.

Required user roles View Payees & Update Payee Payment Details (displays the "Log in as payee" menu item)

If the payee is:

  • Not registered in the Supplier Hub, you can log into the Supplier Hub as the payee and manage the account on the payee's behalf

  • Already registered in the Supplier Hub (i.e., the payee, not the payer, is managing the payee account), the option to "Log in as payee" is unavailable unless you have the Payee Payment Details Administrator role

  1. Search for the payee.
  2. At the top right of the screen, click "Actions" and select "Log in as payee", which automatically logs you into the Supplier Hub in a new window. You may now manage the payee account.

The following video shows you how to log in as the payee in the Tipalti Hub.

Required user roles View Payees & Update Payee

You can reset a payee's password to the Supplier Hub so that the next time the payee logs into the Hub, a new password needs to be created.

  1. Search for the payee.
  2. At the top right of the screen, click "Actions" and select "Reset password".

Required user roles View Payees & Add Payee

If a payee changes their email address, you can reset the email that the payee uses to log into the Supplier Hub. Once reset, we send an invitation to the new email address asking the payee to re-register.

  1. Search for the payee.
  2. At the top right of the screen, click "Actions" and select "Reset Hub login email".
  3. In the text box, enter the payee's new email address.
  4. Click "Reset & send invite".

    5. Reset portal login email

Required user roles View Payees & Update Payee

You can reset 2FA verification for payees that are already registered. The next time the payee logs in, the payee needs to type their mobile number again as part of the verification process.

  1. Search for the payee.
  2. At the top right of the screen, click "Actions" and select "Reset 2 step verification activation".
  3. Click "Confirm".

Required user roles View Payees & Update Payee

Directly in the Tipalti Hub, you can edit general, contact, payment, and tax details of payees registered with the Supplier Hub. Any changes made in the Tipalti Hub are immediately reflected in the Hub.

If the payer has a restriction for changing the name on the account in the Supplier Hub, and the payer changes the payee, company name, or address in the Tipalti Hub, the payment method in the Supplier Hub is invalidated. The payee is notified and the next time the payee logs into the Hub, payment method details need to be completed again.

  1. Search for the payee.
  2. Beside the field you want to edit, click Pencil icon, then update the field value. Refer to Payee field limitations for restrictions on certain field values.
  3. Click the check mark to confirm. The updated information displays on-screen.

Required user roles View Payees

You can leave notes on the payee profile for internal purposes. Notes can be about payees and document changes to a payee’s details, payment terms, or simply a conversation between parties. It enhances documentation and visibility within your organization.

  1. Search for the payee.
  2. Click "Notes".

  3. The Notes panel is displayed at the right side of the screen, allowing to enter new notes and view existing ones.