You can approve bills from Home when you log into the Tipalti Hub.

Click To do > To approve in Home and go to the bill.

Approve bills one by one

To approve, you can:

• Click the bill listing to open it, check the details, and click Approve.

• If you don’t need to check the details, click APPROVE directly on the listing.

Approve multiple bills at a time

To approve multiple bills, hover over a bill listing to display a checkbox on the left. Select all the bills you want to approve, then click Approve selected.

The first approver in the sequence receives the approval email. Once the bill is approved, an email is sent to the second approver, and so on, until all approvers have approved the bill. After the last approval, bill status changes to Pending payment and the bill moves to the Pending payment subtab in the Tipalti Hub.

Email fields and descriptions

The following table describes each field in the approver email.

Field	Description
bill Details
Supplier	The name of the payer, as assigned by Tipalti
Description	A description of the bill
Invoice number	The number of the invoice
Bill refcode	The reference code for the bill
Bill date	The date the bill was created
Due date	The date the bill is expected to be paid This value is the computed due date: Computed bill due date = invoice date + payee payment term OR Computed bill due date = bill creation date + payee payment term
Custom field	If custom fields have been defined for the bill entity, the field name is the display name and the value is what was defined on the bill.
Bill total	Bill currency and total amount
Line Details
Description	A description of the bill line
Account	The number of the GL account
Custom field	If custom fields have been defined for the bill line entity, the field name is the display name and the value is what was defined on the bill line.
Net amount	The amount of the bill line
Tax code	The type of tax code and its rate—e.g., VAT-UK (20%)
Tax amount	The currency and amount of tax for the bill line A negative number (for vendor credit) is allowed
Total	The currency and total bill line amount (net amount + tax amount)
Total Amount	The currency and sum of all line totals Displays below all bill lines
Invite to approve multiple bills	If the approver already has user roles defined, this link provides access to the Tipalti Hub. If the approver does not have any user roles defined, this link provides access to the Approver Dashboard.
Attachment notification	Indicates whether the original invoice is attached in the email
Previous bills
Invoice date	The date indicated on the original invoice
Invoice number	The number of the invoice Click this number to download the invoice (if there is no invoice attached to the bill, this number is not clickable)
Due date	The date the bill is expected to be paid This value is the computed due date: (Invoice date or bill creation date) + payee payment term
Total amount	Bill currency and total amount
Status	The status of the bill

Bill attachments

In the approver email, you can directly access any files attached to the bills.

Documents that are designated as pinned to all payee files are labeled with the pin icon.

Email actions

The email contains four action buttons. These actions can be performed via mobile, tablet or desktop.

• Approve bill — If you are the only approver or the last approver in a sequence of approvers, then the approved bill is assigned a status of Pending payment and is forwarded to the Pending payment subtab. Otherwise, bill status remains the same and an approval request email is sent to the next approver.
• If the action fails to complete, a retry message displays. Try again to approve the bill. If approval continues to fail, the bill must be approved via the Tipalti Hub or Approver Dashboard.
• If you attempt to approve a bill with missing custom fields that are defined as Mandatory, you'll be redirected to the Coding page where you can add the missing information.

• Update coding — Allows you to update GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. accounts, and bill and bill line custom field defined as editable by approvers data before approving the bill. Only custom fields of type List can be edited.
• Send back to AP — A reason for sending the bill back to AP must be provided. The bill is assigned a status of Pending AP action and is forwarded to the Pending AP action subtab.
• Dispute bill — A dispute reason must be provided. The reason is emailed to the payee.

Approve multiple bills at a time

A click here link in the approval email provides you quick access to Tipalti so that you can approve multiple bills at a time.

If you do not already have the Bill Approver role, accessing the Tipalti Hub via the link assigns you the role automatically so that the relevant screens in the Tipalti Hub are available.

Tipalti Hub

If you already have other user roles defined, clicking the link takes you to the Tipalti Hub login screen. Once logged in, go to the Pending my approval subtab to approve bills.

Approver Dashboard

If you do not have any other user roles defined, clicking the link takes you to the Approver Dashboard registration screen. The Approver Dashboard is a reduced version of the Tipalti Hub, where only two tabs display:

1. All bills - Displays all bills that are relevant to you (i.e., you were or are assigned to these bills)
   Bills may be in one of the following statuses:
   • Pending approval
   • Pending AP action
   • Disputed
   • Pending payment
   • Submitted for payment
   • Paid
2. Pending my approval - Displays only bills that are pending your approval