January 2025 release

Tipalti’s 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. now digitizes receipts when you upload them to submit an expense.

When you upload a receipt, AIArtificial Intelligence Smart Scan automatically processes it and populates your expense form with the extracted information. This streamlines expense receipt capture, reducing the time it takes to create an expense. The following fields are supported:

• Vendor name

• Expense amount

• Currency

• Date

Limitations: VAT automatic capture using AI Smart Scan is currently not supported. Employees will continue filling it in manually.

We’re extending our DAC7 tax form to support all countries beyond the EU and the UK. As more countries adopt the new tax regulations for the digital economy, our DAC7 form now collects tax identification numbers (TINs) and VAT numbers regardless of the issuing country. Instead of the country dropdown, you can select from a list of relevant TINs per country. For countries not on the list, you can use a default tax ID type, Tax ID number.

In addition, to better serve your global operations and DAC7 payees, we'e expanded the character set allowed during the payee onboarding to encompass special characters, including accents, diacritics, and punctuation marks.

We’ve introduced role-based card locking as part of our card management system. Now, it’s easier to restrict cardholders or employees from unlocking cards that the finance team or admins have locked. Cardholders can still unlock cards they locked themselves, but now, if a finance admin or budget owner locks a card, only they can unlock it. This will strengthen your financial security and control over spending by ensuring that only authorized users can unlock cards.

This feature only applies to US-based payers.

Settings for Tipalti Expenses have arrived! The new self-service admin interface empowers you to manage settings and configurations independently.

Now, in Administration > Expenses settings under the Policies tab, you can:

• Add or view existing company expense policies for reimbursements.

• Switch between different entities using a dropdown.

• View the entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows.’s currency and mileage units.

• Set the approver and the expenses GLA general ledger (GL) is used for recording transactions related to business assets, liabilities, equity, revenue and expenses. account, and configure how tax is collected.

• Configure expense limits for each expense or limit per day, week, month, or year.

• Define a deadline that gives a timeframe for how long employees must submit an expense.

The enhanced screen gives you visibility to the settings, and you can manage them yourself without contacting support. It’s more efficient, flexible, and convenient.

We’re making the purchase request workflow more flexible with support for splitting purchase requests by expense accounts and purchase orderA purchase order (PO) is a legally binding contract established between you and your supplier that outlines types, quantities, and agreed upon prices for products or services line custom fields, e.g., department. Employees with Create permissions who use the new Procurement experience can split the purchase during the creation stages, and those with Edit permissions can split the purchase during the approval stages. This helps you allocate your budgets more accurately for better financial reporting and tracking. This feature is being gradually rolled out; contact your Tipalti representative to learn more.