Modify and send the email templates below to introduce your team to Tipalti and prepare your organization for Tipalti AP and Procurement.
To customize the email template with your own messaging:
1. Select and copy the text below.
2. Paste the text into a blank document or email message.
● If pasting into a Word document, select the Keep Source Formatting option.
● If pasting into a Google document, select the Paste option.
3. Replace the highlighted sections with your personalized information.
Subject: {Company Name}’s new Finance Automation Platform - Tipalti
Greetings,
We are thrilled to introduce our new partnership with Tipalti, a global payment automation service, which will enhance your payment experience with {Company Name}.
Tipalti will serve as our only AP/Procurement and Payment system effective {Launch Date}. To ensure a smooth transition onto our new platform:
What do I need to do next?
You will receive an email invitation to register for an account with Tipalti on {Date of invitation email}, depending on your role. This link does expire.
Post registration, bookmark the following URLs to access Tipalti:
- AP HUB: https://aphub2.tipalti.com/
- Procurement: https://app.approve.com/authorize
- OR SSO Link if applicable. {{! Delete if it is not applicable }}
Note: Invoice Approvers will be able to register once invoices are assigned to them for approval.
For your Payees
As of {First Payment Date}, all supplier management, PO requests, invoices, and payments will be handled and approved within Tipalti. Full transition to the Tipalti payment platform is mandatory.
All your Payees will have completed the registration process to receive payments beginning {First Payment Date}. They have also been informed of this change.
Refer to the FAQs on the registration process and tax forms for your Payees.
Training
Please complete the following videos to introduce you to the system:
Training will take place on the following dates. Please make every attempt to attend the training live (recording will be available).
- {<Date Time 1>}
- {<Date Time 2>}
Please send all invoices to {bill collection email address} in PDF format, for both internal and supplier invoices.
What benefits will I receive with Tipalti?
- Streamlined Accounts Payable Processes
- Better management of your Purchasing Processes
- Greater monitoring and control over spend management
- Reduced Financial and compliance risks
- Instant access to your invoice and payment history
If you have any questions, please contact {company inbound email address}.
Kind regards,
{Company Name}