Get Started

Onboarding

• Test Payment Instructions | 4 minute read
• Funding & Payments Overview | 5 minute watch
• Tipalti Fees and Billing | 3 minute watch

Administration

• Create Users and Apply Permissions | 4 minute watch
• Customize Communication Templates | 5 minute watch
• Bill Collection Emails | 2 minute read
• Generate Reports | 10 minute read
• File Integration–Standard Sync (2 minute read)
• QuickBooks Online Bundle Integration

Compliance

• Crypto and Tech Support Scam Prevention | 3 minute read
• Identity Theft Prevention | 3 minute read
• Financial Intelligence Unit (FIU) Overview | 3 minute read
• ATO Prevention | 3 minute read
• Fraud Prevention | 3 minute read

Payees

• Payee Registration | 4 minute watch
• Add Payees | 4 minute watch
• Import Payees by CSV | 3 minute watch

Bills

• Apply Credit Memos | 3 minute watch
• Add Bills to Tipalti Hub | 3 minute watch
• Code Bills in Tipalti Hub | 3 minute watch
• Approve Bills in Tipalti Hub | 3 minute watch
• Add Bill Approvers | 3 minute watch

Payments

• Submit Payments via CSV | 3 minute watch
• Submit Invoices | 2 minute watch
• Approve Payment Batches | 4 minute watch
• Make Payments
• Initiate Partial Payments | 2 minute watch

Procurement

• Procurement User Guide | PDF
• Procurement Overview | 5 minute watch
• Submit Purchase Requests | 3 minute watch
• Approve Purchase Requests | 3 minute watch

Expenses

• Tipalti Expenses Handbook | PDF

Tipalti Card

• Tipalti Card Overview | 2 minute watch
• How to Use Tipalti Card | 3 minute watch

Integrations

• Manage ERP Syncs (7 minute watch)
• ERP Integrations Overview (3 minute read)