User guide

Administration

• Welcome to Tipalti Hub
• Administrative Operations
• User Roles

Multiple entities

• Multiple Entities

Funding

• Funding
• View funds required
• Fund Tipalti accounts

Payees overview

• Payees overview
• Search payee information
• Manage payee status and settings
• iFrame/ Supplier Hub
• Manage Supplier Hub payees
• Documents review

Taxation

• Taxation
• US tax forms
• Tax form expiration
• Certificate of No US Activities
• Additional documents
• Non-US tax collection

See all 7 articles

Procurement

• Procurement
• System overview
• Create and track purchase requests
• Approve purchase requests
• Mark goods and services as received
• Vendor registration

See all 8 articles

PO Matching

• PO Matching
• PO matching settings
• Payee PO matching settings
• Review coding
• Matching process
• Handle matching exceptions

See all 10 articles

Bills

• Bills
• Bill flows
• Bills Usability
• Add invoices
• Manage bills
• Add comments and files to bills

See all 8 articles

Tipalti Expenses

• Expenses Intro
• Get started
• Create and submit expenses
• Manage and approve expenses
• Reimburse expenses
• Connect your corporate cards

Tipalti Cards

• Tipalti Cards
• Funds flow
• Manage cards
• Process transactions
• ERP sync
• Credit card statement report

Submitting payments

• Submitting payments

Payment information

• Payment statuses defined
• Payment error codes defined

Generate reports

• Generate reports
• Smart report builder
• Payment reports
• Bill reports
• Payee reports
• Tax reports

See all 7 articles

Security practices

• Security practices
• Email security
• Business continuity practices
• Two-factor authentication

Detect

• Detect
• Detect Usability
• Manage Payee Risk