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      • Administrative operations
      • User roles
    • Multiple entities
    • Funding  
      • View funds required
      • Fund Tipalti accounts
      • Multi-FX  
        • Currency cutoffs and validations
    • Payees overview  
      • Search payee information
      • Manage payee status and settings
      • iFrame/ Supplier Hub
      • Manage Supplier Hub payees
      • Documents review
    • Taxation  
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      • Tax form expiration
      • Tax withholding  
        • Withholding rates
        • Income types
        • Tax form and entity types
      • Certificate of No US Activities
      • Additional documents
      • Non-US tax collection
      • Tax form statuses
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      • System overview
      • Create and track purchase requests
      • Approve purchase requests
      • Mark goods and services as received
      • Vendor registration
      • Send PO PDF
      • Back office  
        • Set reminders
        • Run parallel PR/ vendor approval
        • Emails
        • PO PDF customization
        • Upload budget
        • Customize Procurement forms
        • Contract repository
      • Workflow integrations
    • PO Matching  
      • Matching process
      • Handle matching exceptions
      • Bill routing
      • Matching policies
      • Bill coding
      • Bill approval for PO-backed bills  
        • Approvable bills
        • Non-approvable bills
        • PO updates
      • Prepayments (NetSuite 2.0)
      • Track and match a dropship invoice  
        • Set payees up as dropship vendors
        • Upload and match a dropship invoice
    • Bills  
      • Bill flows
      • Usability
      • Add invoices
      • Manage bills
      • Add comments and files to bills
      • Bill approvers  
        • Invoice processing approvals  
          • Email security
      • Tax collection in Bills
      • Bill statuses
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      • Manage and approve expenses
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      • Payment error codes
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  1. Tipalti
  2. Get started
  3. Finance Professionals

Finance Professionals

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Do you handle invoices, suppliers, procurement, expenses, mass payments, and more? Learn how to streamline these tasks and workflows with Tipalti.

Introduction

  • Mass Payments Overview | 5 minute watch
  • Accounts Payable Overview | 5 minute watch
  • Procurement Overview | 3 minute watch
  • Navigate Tipalti Hub | 3 minute watch

Manage Bills

  • Add Invoices | 3 minute watch
  • Add Bill Approvers | 3 minute watch
  • Code Bills in Tipalti Hub | 3 minute watch
  • Review Invoices | 4 minute watch
  • Approve Bills in Tipalti Hub | 3 minute watch
See all 6 articles

Send Payments

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

Manage Payees

  • Add Payees | 4 minute watch
  • Import Payees | 2 minute watch
  • Unblocking and Blocking Payees | 3 minute read
  • Unlock Locked Payees | 2 minute read

Procurement

  • Submit Purchase Requests | 3 minute watch
  • Approve Purchase Requests | 3 minute watch
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