May 2024 release
General announcements
Now, your employees receive reimbursements in their local currency–even if different from your base currency–without incurring any FXForeign exchange fees.
Before, if a company was headquartered in the US, where the default currency is US Dollars, and the employee was located in Europe, their expense request was reimbursed in Euros minus the currency conversion fee. Now, the company absorbs the FX fee (if applicable), and the employee receives the requested amount.
Contact Tipalti Support to set this up in your organization.
We have enhanced the design and layout of the Payees screen by adding new functionality and increasing visibility into essential details. Key improvements include:
A notification beneath the payee's name informs you when a payee is locked due to failed login attempts, and offers guidance on unlocking them.
Addition of the login email to the Contact section when it’s different than the contact email.
When creating new payees, we now support special characters–accents, diacritics, and essential punctuation marks. This extends across APIs, ERP syncs, iFrame/Supplier Hub, File Import, and the Tipalti Hub.
Those of you using bill approval rules will now benefit from a holistic, streamlined invoice review and approval experience via the new invoice review screen.
The new invoice review screen is unavailable for self-billing in Mass Payments or if you use Tax Codes or PO Matching.
Contact Tipalti Support to set this up in your organization.
In addition to the improved experience, users at the strict enforcement level will now see notifications detailing issues that prevent approval rules from being fully applied to the bill. This makes it easier for AP teams to identify and resolve issues when applying rules.
We’re giving you more flexibility with your REST API integrations with the new ability to filter by status when retrieving invoices. Now, you can retrieve all invoices with a specific status–Pending Payment, Payment In Process, Paid, Deleted, or Disputed–to benefit from an easier way to work.
We’ve moved the "Documents" tab to the Payees section so it’s easier to navigate and renamed it "Document review" to make it more intuitive. In "Document review", you review documents for payees, such as identification documentation, tax forms, and company certification. The new navigation structure is easier to follow and more organized, simplifying its information hierarchy navigation.