Review bills

It's easier to manage invoices when you use Bills. Tipalti extracts key details from your payee's invoices, so when you start reviewing them, most or all of the fields are already filled in and coded for you. This helps ensure the bills are processed efficiently and accurately. You can easily check that the coding is accurate by comparing the fields against a preview of the invoice. Once you've reviewed, you can submit the bill to the next stage. The activity tab provides an audit that you and other reviewers can use to track how the AP review is progressing, and you can use comments to post any questions or notes to the other reviewers.

To review an invoice:

1. Click Bills in the left menu and click Pending review.

If the bill has an invoice attached, you can preview it by clicking the preview icon to the right of a bill listing.

2. Click the bill listing to open it for review.

To view the payee’s profile, click the Payee ID. The profile opens in a new tab.



3. Use the form on the right to review and amend any missing or incorrect fields.

   1. If there’s an invoice attached, you can compare the form fields against the invoice on the left.

   2. You can add a new payee or search for an existing one from the Payee dropdown in Bill summary.

   Click Open payee profile to check their profile, once added.

   

   3. When you select the bill type, this updates the review process to suit the bill, for example:

      • If it’s a PO-backed bill, PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching) is required. Depending on the payee settings, the bill is added to 2-way or 3-way matching.

      • If it’s a non-PO-backed bill or a prepayment, the process adapts to suit those bill types.

   

4. To review or add bill lines, toggle right Bill lines and continue your review.

5. To duplicate, merge, or delete bill lines, select the checkbox for the line or lines, then select either Delete, Duplicate, or Merge.

You can merge bill lines that have the same item number and details.



6. If the bill needs approval, load the approvers or add one yourself from the Add approver dropdown on the right.

7. Either submit it, save it, or click on More actions to download the invoice, hold payment, or delete the bill.