December 2024 release

When Tipalti runs a sync with Intacct that shows an asset's amortization, it now syncs the amortization start date and amortization classes. This helps you easily view the asset's costs and value over time.

You can view a more accurate breakdown of costs and analyze the long-term benefits of an expense long after it was initially reported in your company’s financial reports.

Limitations: Currently, amortization only supports non-PO-backed bills.

We revamped the form builder in the new Procurement experience to give admins an intuitive, consumer-grade experience when customizing procurement forms. The upgraded Form builder now supports:

• Role-specific forms — Admins can define per persona: Requestor, Approver, Vendor. This makes it easier for them to understand and tailor each persona's experience throughout the request process.



• Role-specific display names — Admins can assign different display names to the same field for each role. For example, a field in the Requestor form might state, Describe why you need this purchase, while that same field can appear as Description for approvers, optimizing clarity.

• Streamlined field settings — The redesigned Field settings popup is more intuitive, reducing errors and improving the form customization process.

In addition, in the Requestor form, admins can default the values for the subsidiary and segment fields based on the employee making the request. When an employee makes a purchase request, Tipalti fills these fields in automatically, and employees can override these entries if needed.

If you create an expense on the mobile app or in the Tipalti Hub for mileage reimbursements, you can now attach a screenshot of the route so your company has all the details it needs to remain compliant when auditing its accounts. The screenshot confirms the mileage covered, so there are no discrepancies when issuing reimbursements.

The feature was implemented across mobile, in the Expenses section in the Tipalti Hub, and Home.

Developers can now specify the GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. account (also known as the Expense accountThe general ledger (GL) account that is debited for the payment amount) applied on a bill line for an invoice batch or a bill line for a no-approval flow invoice batch. View IDs used in GL accounts.

he payee name displays in the notes for payment transaction types listed in your account statement, so you no longer have to navigate away to determine to whom the payment was made.