Synchronization

• Payment terms only exist in Acumatica and are synced to Tipalti.

• Updated payees are synced from Tipalti and Acumatica.

• Created payees are synced from Acumatica to Tipalti.

The following is a list of predefined records in Acumatica that do not exist in Tipalti, but can be mapped as a custom field in Tipalti:

• In Acumatica, bills and vendor credits are the same object.

  • Bill corresponds to a bill in Tipalti.

  • Debit adjustment corresponds to a vendor credit in Tipalti. It can be:

    • Applied against a bill (or multiple bills)

    • Be used as a vendor refund (i.e., when the vendor is paying the payer)

• Bills in the following statuses are synced automatically from Tipalti to Acumatica as "Open" bills:
  • Pending payment
  • Scheduled for payment
  • Submitted for payment
  • Paid
  • Partially paid
  • Paid manually

  • Scheduled for payment with outstanding amount

  • Partially paid with outstanding amount

• The status of the invoice in Acumatica is updated to "Paid" once their payment is synced to Acumatica.
• Bill attachments (the bill image) are synced to Tipalti as a standalone record type.
• Bills can be configured to sync before or after approval in Acumatica wizard > sync preferences table.
  • 0 bills are synced to Acumatica as "Paid".
  • Edit post approval is supported (according to the bill's settings).
  • Retract approval is supported. Behavior is determined according to the timing of the following sync (after retraction):

  Bill status during sync	Expected result in Acumatica
  Bill not reapproved yet	Bill is voided in Acumatica (it will be re-created after it is approved again)
  Bill reapproved	Only information that has changed will be synced to Acumatica as an update

• Bills in the following statuses are synced from Tipalti to Acumatica as "Balanced" bills, before approval:

  • Pending approval

  • Pending AP action

  • Pending payee invoice

  • Pending payee approval

• Payment are synced from Tipalti to Acumatica.
• Payments made from Tipalti are synced as "Closed" status in Acumatica.

• Payment statuses in Acumatica are automatically updated when a payment is rejected, deferred, or canceled by the payee’s bank.
  

  When a payment’s status is changed to rejected, deferred, or canceled in Tipalti, the integration will automatically void it in the ERP. The bill notes will indicate that the payment was reversed.

• GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. and bank accounts sync from Acumatica to Tipalti.

• In Acumatica, there are four types of accounts:

  • Liability

  • Assets

  • Expense

  • Income account class

• Tax codes are synced from Tipalti to Acumatica.
• Tax codes on bill (code and amount) are synced as part of the bill from Tipalti to Acumatica.
• POs are synced to Tipalti using a single tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK) applied to the entire amount on the PO from Acumatica.

• POs are synced from Acumatica directly into Tipalti.

• 2-way PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) - invoices are matched against synced POs in Tipalti, and sync matched invoices to Acumatica, allowing for seamless reconciliation between Tipalti and payers’ Acumatica accounts.

• The PO status is synced from Acumatica to Tipalti.

Purchase order status in Acumatica	Purchase order status in TIPALTI
On hold	N/A
Pending Approval	N/A
Rejected	N/A
Pending Printing	N/A
Pending Email	N/A
Canceled	Closed
Open	Active
Completed	Active
Closed	Closed

• Only released GRNA goods received note (GRN) is an internal document that acts as proof of goods received to match against invoices and purchase orders. GRN, receipt, and receiving report are synonymous. are synced to Tipalti.

• The GRN status is synced from Acumatica to Tipalti.

All GL accounts in Acumatica that were added, updated, or archived since the last sync are collected and synced to Tipalti.

Mapped fields

Mapping table for Expense and AP accounts

Mapping table for cash accounts

All payees that were updated since the last sync are collected and synced to Acumatica. Created payees are synced from Acumatica to Tipalti.

Mapped fields

All bills that were added, updated, or deleted since the last sync are collected and synced from Tipalti to Acumatica.

Mapped fields

All Purchase orders that were updated since the last sync are collected and synced from Tipalti to Acumatica.

Mapped fields

All GRNsA goods received note (GRN) is an internal document that acts as proof of goods received to match against invoices and purchase orders. GRN, receipt, and receiving report are synonymous. that were released are synced from Acumatica to Tipalti.

Mapped fields

Tax codes are synced to Acumatica.

Mapped fields

All payments in Tipalti that were added since the last sync are collected and synced to Acumatica.

Mapped fields