March 2025 release
Major announcements
We’re excited to announce that our new end-to-end AP experience is available for all use cases. Now, your AP teams can enjoy a more convenient workflow that centralizes all relevant information and actions into their relevant screens, from review and coding to PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) and payments. This redesign offers you quicker loading times, a more organized workspace, and a streamlined UI, no matter your workflow.
The new AP experience is being gradually rolled out throughout 2025.
The latest enhancements include:
Revamped PO matching. A redesigned, streamlined 2-way and 3-way PO matching experience that supports dropshipping and prepayments enables you to match and code on one screen for smoother processing, bringing standardization between PO-backed and non-PO-backed workflows.
Simpler header-level matching. We’ve simplified the header-level matching flow, also known as allocation, by removing the invoice lines from the flow entirely. Previously, manually created bill lines would be overridden during PO matching.
Approval rules are now available for PO-backed bills. Non-PO-backed approval rules are applied to POs, making it easier for you to enforce strict approval policies. You can also add or remove approvers from a dedicated approval section in the invoice review screen. Contact your Tipalti rep to activate this.
A Payments list redesigned for the AP workflow. The redesigned Payments list centralizes all relevant information into a single, centralized view, addressing AP processors’ needs. You can view payment batches and a list of all the payments in the batch, clicking on a payment to view the payment details, including related bills. It offers easy search and filter options, simplifying reviews for audits or vendor inquiries. A dedicated section now shows approvers just those payments that are pending their approval.
Tax rates now supported. This includes automatic calculations of all tax-related fields. Once calculated, you’re shown which fields the tax calculations affect, helping you easily review the changes. For sync purposes, the tax amount is calculated as the net amount multiplied by the tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK) rate.
If the Tax amount editing bill setting is enabled, you can enter tax amounts that differ from the tax code, allowing calculations to adjust accordingly. This is useful if you need to enter tax codes that aren’t proportionate to the net amount, or to avoid sync issues with older ERPs using File integration.
This release brings the AIArtificial Intelligence Sync Solver, which provides AI-powered suggestions that make it easy for you to identify and fix sync issues. This saves you time by enabling you to resolve sync issues on your own.
Key features:
Embedded convenience: Embedded in the Monitoring screen under the Integrations tab, the AI Sync Solver assists in resolving errors in both directions—between Tipalti and the ERP and vice versa.
User-friendly instructions: Structured as scannable sections, instructions are easy to follow and implement and are displayed in a side panel for convenient access without interrupting your workflow.
Mass payments updates
We’re introducing the Client Credentials REST API flow—a new OAuth 2.0 authorization flow. This flow enables applications to authenticate directly with Tipalti's API, using a client ID and client secret, eliminating manual intervention. It’s an easy-to-implement solution that complements our Authorization code flow.
Key benefits include:
Efficient, streamlined authorization flow: Applications can authenticate themselves without user input, reducing error rates and simplifying automation, resulting in smoother and faster connections.
More security: Utilizes time-limited access tokens to enhance the security of API interactions.
Robust API communication: Ensures safer and more reliable communication between systems.
We've introduced a new feature that allows payers to invite payees to register using a shareable link directly from the Payees screen in the Tipalti Hub. This streamlines the onboarding process by making it more accessible and efficient.
Key updates:
Effortless navigation: Payers can easily locate a payee in the Tipalti Hub and send an invitation to the Supplier Hub using the actions dropdown menu.
Flexible invitation options: Invitations can be sent via email or by copying a shareable link, ensuring flexibility in communication.
Seamless registration process: A unique link is generated for each payee, with their email pre-filled in the registration form. Payees only need to create and confirm passwords to complete the login process.
Reduced onboarding delays: If a payee didn't receive an invite link or requests one directly, you can now instantly provide it, significantly mitigating onboarding delays.
These enhancements are designed to accelerate the registration process, minimizing wait times and improving the overall efficiency of payee onboarding.
Platform updates
We are thrilled to announce the launch of a new REST API, designed to enable seamless integration between your Human Resources Information System (HRIS) and the Tipalti Hub. This API allows for systematically importing employee data, ensuring that Procurement and Expenses products stay up-to-date as staff members join or leave the company. This integration ensures that employees can seamlessly submit their purchases and expenses, enhancing the overall efficiency of your procurement and reimbursement processes.
Reach out to your Tipalti rep to learn more.
Limitations: This API is designed explicitly for Procurement (new procurement experience only) and Expenses solutions and can’t be utilized for AP-related use cases.
Procurement updates
You can now edit purchases after they’ve been approved. This is essential for addressing financial terms & coding adjustments, such as ordering additional items, price increases, and updating coding related to changing requirements or terms post-approval. If you have the Employees Edit approved purchases permission and the request is in the Approved status, you can make edits.
Key details, such as who the request is for and who the vendor is, are view-only. The request reopens depending on the changes and your Rules and preferences procurement settings for Reopen purchases. Once reopened, the request is resubmitted for approval. You can base their approval settings on your company’s policy.
Certain fields, such as Vendor can’t be edited after approval
Reopening a request won’t start a new vendor approval process
Limitations:
Expenses and Card updates
We're enhancing the expense submission process, moving closer to a touchless expense experience for employees using iPhones. With this update, creating an expense has become faster and easier. Employees can simply tap the share button directly on a photo of a receipt in their photo library or any image in another app and select the Tipalti Expenses app. The receipt is scanned using AI Smart ScanAI Smart Scan is a tool that reads scanned invoice images or PDFs and extracts the details, which are used to populate the fields on a bill. within seconds, and a draft expense is generated with auto-filled data.
Employees only need to review the data and click "Save," reducing the manual input required when creating and submitting expenses.
Limitations:
Currently, sharing multiple receipts simultaneously isn’t supported.
Tipalti’s card transaction table is now fully customizable, allowing you to better filter and manage large numbers of transactions in a way that best suits your needs. The new card transaction table now includes:
Advanced filters: Additional filtering options to help finance teams locate transactions faster.
Customizable columns: Select columns and order them for a more tailored view.
This new table functionality will simplify managing multiple corporate cards and provide better transaction visibility.
Additional updates
Help resources are now conveniently located in the top right corner of the Tipalti Hub, merging product help, support, and feedback into a single, easily accessible location.
Your draft messages are now saved in the comments side panel in the Tipalti Hub. Previously, when you typed a message and navigated to a different tab to check something when you returned to comments, you’d need to rewrite the message. Now, all your comments are saved per session, whether sent or not, saving you time and providing a better experience.
All the payee-facing email template descriptions and names were rewritten and simplified so you can understand which emails correspond with which flows.
Once a purchase request is approved and hasn’t been marked as received, you receive an email a day later reminding you to mark which items were received.
The Webhooks screen now features a modernized look and feel, aligning with the recent Tipalti Hub redesign. This update is particularly beneficial if you’re setting up key-value pairs and JSON webhooks for your desired event types..
Limitation: The webhook secret key section is only relevant for JSON webhooks
Inactive NetSuite accounts have been removed from the sync setup. When setting up NetSuite API-based integration, any AP account that shares a name with an inactive GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. summary account requires renaming for clarity. To avoid syncing issues with Tipalti, ensure the inactive GL account is given a unique name.