User reports
Required user roles Payer Administration
The User activity report allows you to track and analyze your team's activities in the Tipalti Hub, including actions related to Bills, Payments and Payees.
Auditable activities include:
-
Payments
Submitted payment/ Uploaded payment fileA CSV or TXT file that contains one or more payment orders/ instructions to Tipalti. It can be submitted via the Tipalti Hub or Tipalti's FTP path.
Approved payment/ Declined payment
-
Payees
Payee created
Payee updated (general, contact, payment and tax details)
Payee blocked/ unblocked
Payee suspended/ unsuspended
Payee closed
Sent an invitation to the suppliers portal
-
Bills
Upload invoice
Invoice approved/ Disputed/ Sent back to Tipalti Hub
Invoice rejected
Invoice returned to AP
-
Administration
Custom field created
Custom field updated
Custom field deleted
To download:
- Click the Reports tab to open the list of available reports.
- In the menu, under Users, select User activity. The right side of the screen populates with information related to the report.
In the Date field, select either Range or Month.
- In the Select users field, select All or Specify.
- If Specify, enter the name of the user.
- Click Download CSV.
Field descriptions
The User activity report contains the following fields.
field |
description |
|---|---|
| Username | Name of the user |
| IP | IP address |
| User activity | Description of the activity performed |
| Action timestamp | The date and time the activity was performed |
Required user roles Payer Administration
The User permissions report allows you to track the current and past permissions assigned to your users in the Tipalti Hub.
To download:
- Click the Reports tab to open the list of available reports.
- In the menu, under Users, select User permission. The right side of the screen populates with information related to the report.
- In the Type field, select Current (For a list of current permissions assigned to your users and their last log in date) or History (For a list of permission changes within the specified date range).
- If History, in the Date field, select either Range or Month.
- In the Select users field, select All or Specify .
- If Specify, enter the name of the user.
- Click Download.
Field descriptions
The User permissions report contains the following fields.
Current report
field |
description |
|---|---|
| Username | The email of the user |
| User permission | The permissions that are currently assigned to the users |
| Approval limit amount | The maximum allowable amount to approve a bill amount for users who have Bill Approver permission |
| Approval limit currency | The currency of the approval limit amount |
| User last login | The date and time the user last logged in |
History report
field |
description |
|---|---|
| Username | The email of the user |
| IP | IP address |
| Permission | The permissions that are currently assigned to the users. |
| Change By | The email of the person who initiated this action (it would be more correct since it can be a permission enabling or disabling) |
| Action | The description of the action performed |
| Action Timestamp | The date and time the action was performed |