Welcome to Tipalti,
your End-to-End Finance Automation solution.
In this video, we will explore the Tipalti hub
and available resources so you can make the most of Tipalti.
Upon logging into the Tipalti hub,
you will see the Tipalti homepage
where you can complete spend related tasks such
as submitting purchase requests and expenses,
and approving bills, expenses and purchase requests.
Your pages may look different than our example
because the features available are personalized according
to the user roles assigned by your Tipalti administrator.
If you believe you should have different
or more capabilities within the platform,
please contact your company's Tipalti administrator.
You can use the search box
or filters to find specific records, including
expenses you've submitted regardless of approval status
records where you're part of the approval chain,
even if it's not your turn to approve the record yet
records you've previously approved
and records where you were mentioned in a conversation.
If your role involves approving records,
you can efficiently handle multiple records simultaneously
with just a few clicks.
Hover over a record
and click the checkbox to the left
to enable multi-select actions.
You can then choose all the records you want
to approve no matter what type they are.
Next, let's review the payments history page.
If you have the view balance user role,
your accounts available funds will display at the top left.
At the top right, you can click funding instructions
to add funds to your account.
You can filter and sort information on most pages using data
filters at the top of each column.
For example, on the payments history page, you can sort by
date group count of payments in a batch
and amounts submitted.
Column headings differ on various pages.
We recommend reviewing what filter options are available
as you navigate the platform
by clicking directly on a record line
or selecting the arrow to the right of the line.
You will see further details about that record.
Select the back button to return to the previous page.
Hamburger icons appear on various pages throughout the
Tipalti hub and provide options
for the records on that page.
For instance, in the payments history subtab,
you can download the records summary
by selecting the CSV file icon.
You can download all records on the page to share
or work with the information outside of Tipalti.
You can change the number of items displayed on the page
using the items per page dropdown at the bottom right.
Lastly, you can log out of the Tipalti Hub
by selecting your profile icon at the top right of any page.
If you have any questions,
there are various resources available within most pages
of the Topal hub, such as help center documentation,
video tutorials, on demand guides,
email support, and phone support.
To access help documentation, click support at the top right
to open the help center in a separate browser
window for training.
Click the Get Started icon to access a library of how
to video tutorials
and other resources to help you learn how
to perform specific tasks.
Returning to the Tipalti Hub,
the help button at the far right of the page just
below the header takes you
to the help center documentation related
to the page from which you clicked help.
In this case, the Help Center Documentation provides
step-by-step instructions on
performing specific payment tasks.
Because we clicked help on the payments page,
you can access the resource center
by opening the question mark bubble at the bottom right
of any page in the Tipalti hub.
Depending on your permissions,
the resource center may display on demand guides to walk
through tasks related to your user role.
What's new? notifications, an option to
chat or email our support team,
an option to leave Feedback about the product
learning a new application can take time,
but remember, help is only a few clicks away.
We handled it.