Mark goods and services as received

Mark goods and services as received New Procurement Experience

You can update the status of your 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 so the finance team knows which goods and services were received.

  • Home and the new Procurement experience is being gradually rolled out throughout 2025.

  • When Home displays in the left menu, you know you’re on the new Procurement experience.
  • If you’re not using the new Procurement experience yet, learn how to mark goods and services as received from Receivals.

In Tipalti, you receive an email after a PO is created to let you know you can mark which items are received as they arrive. This helps your finance team keep track of your purchases and manage the company budget.

After the purchase request is approved, you can open the request and go to Receivals to review which items you received.

Approved purchase requests have a link to a PDF of the PO in the top left of the request.

To mark which goods or services you received:

  1. Log into Tipalti.

    2. You land on Home.

  2. Click the All my items tab and open an approved purchase request.

    3. A list of your requested items display in the Receivals tab.

  3. To mark an item as received, click Mark received to the right of the item.

    4. A pop-up displays asking you How many were received?

  4. Enter how many of that item you received so you can record if you received the full quantity you ordered of that item or less than the full quantity.

    5. If you want to contact the vendor, message them in Comments on the right.

  5. If you didn’t receive them today, click today and select the date you received them.

  6. Optional:

    • Click Add note to add a note about the purchase.

    • Click Got a receipt? to upload a purchase receipt for that item.

  7. Click Save.

Close items that weren’t fully received

To complete a purchase request, all the items on the request need to be closed or, if fully received, marked as received. If you didn’t fully receive an item, you can close it to complete the request.

To close an item where you didn’t receive the full quantity you requested:

  1. Open the purchase request.

    2. The requested items display in the Receivals tab.

  2. Click Close item to the right of the item.

  3. Optional: Enter why the item wasn’t fully received for your records.

  4. Click Close item.

    5. The items close as not fully received.