Articles in this section

See more

February 2025 release

Major announcements

We’re happy to announce that this month’s release brings a new, streamlined PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) experience. AP teams can now enjoy quicker loading times and a more convenient, centralized workflow, among other enhancements.

These 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.

    Notes & limitations:

  • If you’re interested in this feature, please reach out to your Tipalti rep

  • Header-level matching and tax codes aren’t supported and will be added in the future

  • Currently only available for US-based payers due to lack of tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK) support

  • Dropshipping and prepayments are only available for payers using NetSuite

New Procurement experience updates

We’re unifying all payee information into the Payees screen. Now, payee profiles include all information collected during the new Procurement experience’s onboarding, along with other Tipalti details. This allows you to access procurement information, onboarding status, payee details, and tax statuses in one centralized location.

Vendor-related attachments don’t appear in the Payees screen.

Expenses updates

In the new Expenses settings, you can add and manage mileage rates and configure VAT rates.

  • Mileage rates can now be configured in Expenses settings. This is a major addition to the product that allows companies to better control their employees’ travel expenses. Under the Mileage rate tab, you can set multiple rates per entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. for different time periods. You can set different tiers for annual distances covered when adding a new rate. For example, up to 1,000 km could have a different mileage rate from over 2,000 km. When your mileage rates are updated, any new submitted expenses are changed to the new rate.

  • Mileage expenses now support VAT rates with Netsuite. You can start syncing mileage expenses at 0% VAT and above. This means VAT can be calculated automatically on mileage expenses, which saves you time and helps you remain compliant.

You can now delegate expense management to specific employees. This will save time for senior employees and executives who prefer to delegate expense tasks to their assistants. The delegated employee will have permission to create, view, submit, edit, and manage expenses on behalf of another employee. Simply navigate to the Employees settings screen in Procurement, click on an employee, and under permissions, there is now a field to specify delegated employees.

Once set up, the employee can manage expenses for their manager only via the Expenses mobile app

Mass Payments announcements

Those of you with the W-8/W-9 setup can now define that all your payees who earn less than $600 annually will not be required to submit a W-9 form via the iFrame or Supplier Hub, ensuring alignment with IRSInternal Revenue Service regulations.

In addition, we added a checkbox during onboarding that payees can mark to confirm they’ll need to submit a W-9 form to get paid if they exceed $600 in earnings. The W-9 waiver info is also updated in the 1099 Preparation and Payee List reports.