WEBVTT 1 00:00:00.895 --> 00:00:02.145 Welcome to Tipalti, 2 00:00:02.375 --> 00:00:04.665 your End-to-End Finance Automation solution. 3 00:00:05.205 --> 00:00:07.825 In this video, we will explore the Tipalti hub 4 00:00:07.845 --> 00:00:10.825 and available resources so you can make the most of Tipalti. 5 00:00:12.815 --> 00:00:14.465 Upon logging into the Tipalti hub, 6 00:00:14.765 --> 00:00:16.305 you will see the Tipalti homepage 7 00:00:16.595 --> 00:00:19.185 where you can complete spend related tasks such 8 00:00:19.425 --> 00:00:21.585 as submitting purchase requests and expenses, 9 00:00:22.285 --> 00:00:25.585 and approving bills, expenses and purchase requests. 10 00:00:26.575 --> 00:00:28.545 Your pages may look different than our example 11 00:00:28.575 --> 00:00:31.425 because the features available are personalized according 12 00:00:31.425 --> 00:00:33.905 to the user roles assigned by your Tipalti administrator. 13 00:00:35.325 --> 00:00:36.825 If you believe you should have different 14 00:00:36.845 --> 00:00:38.985 or more capabilities within the platform, 15 00:00:39.125 --> 00:00:41.585 please contact your company's Tipalti administrator. 16 00:00:45.165 --> 00:00:46.425 You can use the search box 17 00:00:46.845 --> 00:00:49.505 or filters to find specific records, including 18 00:00:51.265 --> 00:00:53.505 expenses you've submitted regardless of approval status 19 00:00:54.935 --> 00:00:57.025 records where you're part of the approval chain, 20 00:00:57.335 --> 00:00:59.585 even if it's not your turn to approve the record yet 21 00:01:00.455 --> 00:01:02.225 records you've previously approved 22 00:01:03.565 --> 00:01:05.625 and records where you were mentioned in a conversation. 23 00:01:06.845 --> 00:01:08.665 If your role involves approving records, 24 00:01:09.125 --> 00:01:11.385 you can efficiently handle multiple records simultaneously 25 00:01:11.495 --> 00:01:12.665 with just a few clicks. 26 00:01:13.515 --> 00:01:14.545 Hover over a record 27 00:01:15.245 --> 00:01:16.785 and click the checkbox to the left 28 00:01:16.805 --> 00:01:18.465 to enable multi-select actions. 29 00:01:19.125 --> 00:01:20.905 You can then choose all the records you want 30 00:01:20.905 --> 00:01:22.625 to approve no matter what type they are. 31 00:01:23.955 --> 00:01:26.285 Next, let's review the payments history page. 32 00:01:26.905 --> 00:01:28.725 If you have the view balance user role, 33 00:01:28.995 --> 00:01:31.405 your accounts available funds will display at the top left. 34 00:01:32.185 --> 00:01:35.045 At the top right, you can click funding instructions 35 00:01:35.045 --> 00:01:36.285 to add funds to your account. 36 00:01:37.385 --> 00:01:40.445 You can filter and sort information on most pages using data 37 00:01:40.445 --> 00:01:41.885 filters at the top of each column. 38 00:01:42.665 --> 00:01:46.365 For example, on the payments history page, you can sort by 39 00:01:46.875 --> 00:01:51.165 date group count of payments in a batch 40 00:01:52.065 --> 00:01:53.485 and amounts submitted. 41 00:01:54.345 --> 00:01:56.365 Column headings differ on various pages. 42 00:01:56.945 --> 00:01:59.445 We recommend reviewing what filter options are available 43 00:01:59.505 --> 00:02:00.805 as you navigate the platform 44 00:02:02.145 --> 00:02:03.925 by clicking directly on a record line 45 00:02:04.225 --> 00:02:06.285 or selecting the arrow to the right of the line. 46 00:02:06.745 --> 00:02:08.565 You will see further details about that record. 47 00:02:10.345 --> 00:02:12.805 Select the back button to return to the previous page. 48 00:02:14.155 --> 00:02:16.885 Hamburger icons appear on various pages throughout the 49 00:02:16.885 --> 00:02:18.885 Tipalti hub and provide options 50 00:02:18.885 --> 00:02:20.165 for the records on that page. 51 00:02:20.785 --> 00:02:23.325 For instance, in the payments history subtab, 52 00:02:23.585 --> 00:02:24.925 you can download the records summary 53 00:02:26.345 --> 00:02:28.325 by selecting the CSV file icon. 54 00:02:28.625 --> 00:02:31.245 You can download all records on the page to share 55 00:02:31.305 --> 00:02:33.685 or work with the information outside of Tipalti. 56 00:02:35.105 --> 00:02:37.605 You can change the number of items displayed on the page 57 00:02:37.695 --> 00:02:40.485 using the items per page dropdown at the bottom right. 58 00:02:41.745 --> 00:02:43.885 Lastly, you can log out of the Tipalti Hub 59 00:02:43.905 --> 00:02:46.805 by selecting your profile icon at the top right of any page. 60 00:02:48.865 --> 00:02:49.885 If you have any questions, 61 00:02:50.015 --> 00:02:52.645 there are various resources available within most pages 62 00:02:52.665 --> 00:02:56.645 of the Topal hub, such as help center documentation, 63 00:02:57.535 --> 00:03:00.685 video tutorials, on demand guides, 64 00:03:01.655 --> 00:03:04.245 email support, and phone support. 65 00:03:05.505 --> 00:03:09.005 To access help documentation, click support at the top right 66 00:03:09.005 --> 00:03:10.805 to open the help center in a separate browser 67 00:03:10.805 --> 00:03:12.445 window for training. 68 00:03:12.815 --> 00:03:15.965 Click the Get Started icon to access a library of how 69 00:03:15.965 --> 00:03:17.165 to video tutorials 70 00:03:17.385 --> 00:03:19.845 and other resources to help you learn how 71 00:03:19.845 --> 00:03:21.045 to perform specific tasks. 72 00:03:22.235 --> 00:03:23.725 Returning to the Tipalti Hub, 73 00:03:24.105 --> 00:03:26.645 the help button at the far right of the page just 74 00:03:26.645 --> 00:03:28.165 below the header takes you 75 00:03:28.165 --> 00:03:30.085 to the help center documentation related 76 00:03:30.105 --> 00:03:31.725 to the page from which you clicked help. 77 00:03:32.425 --> 00:03:35.485 In this case, the Help Center Documentation provides 78 00:03:35.485 --> 00:03:37.325 step-by-step instructions on 79 00:03:37.325 --> 00:03:38.925 performing specific payment tasks. 80 00:03:39.115 --> 00:03:41.245 Because we clicked help on the payments page, 81 00:03:43.505 --> 00:03:45.165 you can access the resource center 82 00:03:45.225 --> 00:03:47.845 by opening the question mark bubble at the bottom right 83 00:03:47.845 --> 00:03:49.445 of any page in the Tipalti hub. 84 00:03:50.315 --> 00:03:51.765 Depending on your permissions, 85 00:03:52.145 --> 00:03:55.805 the resource center may display on demand guides to walk 86 00:03:55.805 --> 00:03:57.645 through tasks related to your user role. 87 00:03:58.465 --> 00:04:02.405 What's new? notifications, an option to 88 00:04:02.405 --> 00:04:04.445 chat or email our support team, 89 00:04:04.445 --> 00:04:05.845 an option to leave Feedback about the product 90 00:04:07.245 --> 00:04:08.805 learning a new application can take time, 91 00:04:09.305 --> 00:04:11.565 but remember, help is only a few clicks away. 92 00:04:12.225 --> 00:04:13.125 We handled it.