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  • Get started  
    • Onboarding tools  
    • Video tutorials  
    • Live training  
  • User guide  
    • Log in to the Tipalti Hub
    • Administration  
      • Administrative operations
      • User roles
    • Multiple entities
    • Funding  
      • View funds required
      • Fund Tipalti accounts
      • Multi-FX  
        • Currency cutoffs and validations
    • Payees  
      • Search payee information
      • Manage payee status and settings
      • iFrame/ Supplier Hub
      • Manage Supplier Hub payees
      • Documents review
    • Taxation  
      • US tax forms
      • 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
    • Procurement  
      • System overview
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    • PO Matching  
      • Matching process
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      • Bill approval for PO-backed bills  
        • Approvable bills
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      • Prepayments (NetSuite 2.0)
      • Track and match a dropship invoice  
        • Set payees up as dropship vendors
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    • 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
    • Tipalti Expenses  
      • Get started
      • Create and submit expenses
      • Manage and approve expenses
      • Reimburse expenses
      • Connect your corporate cards
    • Tipalti Cards  
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      • Manage cards
      • Card transactions overview
      • Process transactions
      • ERP sync
      • Credit card statement report
    • Submitting payments
    • Payment information  
      • Payment statuses defined
      • Payment methods coverage: US and ROW
      • Payment methods coverage: UK and EU
      • Payment methods coverage: Canada
      • Payment error codes
    • Reports  
      • Smart report builder
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      • Bill reports
      • Payee reports
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      • User reports
    • Security practices  
      • Email security
      • Business continuity practices
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    • Detect
  • Integrations  
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      • Partner Platforms
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    • ERPs  
      • Sage Intacct
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      • Microsoft Business Central
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      • Xero
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      • Acumatica
      • SAP B1
    • File Integration  
      • Configure auto-sync settings
      • Import files
      • Export files
  • FAQs  
    • General FAQs
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      • Bill FAQs
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  • Ensuring Seamless Email Connection to Tipalti
  • Retract and Re-Do a Bill for ERP Synchronization
  • Troubleshoot Email Delivery Issues: Registering Your Domain
See more

To avoid issues like login problems or frequent disconnections, work with your IT team to adjust your company's email settings to ensure your email system connects smoothly to Tipalti.

  1. Enable Email Retrieval (IMAP Protocol)
    Make sure your mail server uses the IMAP system. This helps Tipalti pick up emails from your inbox.

  2. Instant Email Alerts (IMAP Events)
    Tipalti looks for signals when new emails arrive to check your inbox immediately. If Tipalti doesn’t get a signal in 3 hours, Tipalti will check your inbox automatically.

  3. Check Email Settings
    Make sure the main inbox is where new emails arrive. Try not to use filters or folders that might hide emails.

  4. Authenticate Securely (SSO)
    Tipalti uses a secure login method called Single Sign-On (SSO) instead of the older IMAP login. Your IT team should set this up with tokens.

  5. Set Token Lifetimes
    SSO tokens must last long enough to keep the connection running smoothly. You can choose how long they last, and it may be easier to set them so they don’t expire. To avoid interruptions, make sure the SSO token lasts longer than Tipalti's scheduled check-ins.

If there are any problems accessing emails, revisit your email settings and involve your IT team to fix any issues. To ensure reliable performance, check that IMAP is enabled for picking up emails, use SSO for secure login with well-configured tokens, and organize your emails without disrupting the service.

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  • Ensuring Seamless Email Connection to Tipalti.pdf
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