April 2025 release
Platform updates
Managing uploaded and downloaded files in the Tipalti Hub is now more efficient with the introduction of our redesigned file manager. This enhancement aids in managing CSVs, PDFs, and other file types, ensuring a more streamlined experience.
Expenses updates
It’s now possible to export filtered card transactions to CSV files, enabling detailed spend analysis, investigations, and offline backups for audits and compliance.
Key Features:
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Customizable export options: Users with the "View Cards" permission can export all transaction data or just the currently visible ones, tailoring analysis and insights to meet specific needs.
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Enhanced auditing and compliance: Create offline backups for audits and ensure compliance with organizational and regulatory requirements.
You can now customize field visibility and requirement settings for employee-submitted expenses and card transactions.
Key Features:
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Tailored field configuration: Tipalti’s Ops team can designate mandatory fields and hide irrelevant ones, streamlining the expense submission process.
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Enhanced user experience: By customizing visibility, employees only see and fill out relevant fields, simplifying their interaction with the form.
To enable this feature, contact Tipalti Support and specify which fields you want visible and mandatory.
Now you can attach receipts to any card transaction, even when not required by policy. This update caters to both finance teams and cardholders who wish to upload receipts for documentation, compliance, or personal tracking purposes. Receipts can be added through the Tipalti Hub or by emailing receipts@tipalti.com.