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General FAQs

I'm new to Tipalti. Where do I start?

See the Get started section of the documentation to help you get started.

How do I set up my account with Tipalti?

Tipalti will send you the following documents:

  1. Tipalti Service Agreement
  2. Tipalti Trust Agreement
  3. Know Your Customer (KYC) is a document that Tipalti uses to identify and verify the identity of its customers and the bank regulations that govern activities. 
  4. Setup and configuration

You must complete and sign these documents, then send them back to Tipalti.

Upon receipt of all documents, Tipalti sets up your payer account and provides you with a password to access the iFrame. You can then start experimenting with the iFrame to choose which payment methods are made available to your payees.

How do I verify balances and transactions?

You can use the Tipalti Tipalti Hub, instead of the bank account, as your primary method for reviewing your balance and transaction information, including deposits.

Use the bank's website only as a backup to verify balances and transactions.

What is the difference between the iFrame and Supplier Hub?

The iFrame is for payers that have an existing portal/ website for their payees. Tipalti can embed iFrames into the payer's portal so that payees can use the portal to register with Tipalti and provide their contact, payment and tax information. In the iFrame, payees can also track the status of their payments and invoices, and view the history.

The Supplier Hub offers the same functionality as the iFrame, but is meant for payers who do not have an existing portal for their payees. Tipalti provides a dedicated website so that the payer's payees can register with Tipalti and provide their information.

An additional feature of the Supplier Hub is that the payer's AP Team can manage suppliers' accounts on their behalf—accounts can be accessed from the "Payees" tab on the Tipalti Hub (see Log into Supplier Hub as the payee).

How is the iFrame customized and integrated with Tipalti?

Tipalti can customize the iFrame for you by creating a dedicated cascading style sheet (CSS), which holds the look and feel of the payer's website. Following customization, Tipalti provides you with a password to access the iFrame.

What is an iFrame?

An iFrame is an HTML document embedded inside another HTML document on a website. Tipalti's iFrame is used to insert content from Tipalti into your website; yet, the iFrame behaves independently of your site.

How do I submit ideas or feedback to the Tipalti team?

If you have an idea for a new feature or improvement you'd like to see in Tipalti, you can use the "Resources Center" to send it to the Tipalti team. You can also use the "Resources Center" to give feedback on existing features.

The Tipalti team uses your ideas and feedback to determine the quality of your product experience and areas for improvement.

To submit an idea or feedback to Tipalti:

  1. Log in to Tipalti.
  2. Click the help icon in the bottom right.
  3. In "Resources", select "Product feedback".
  4. Click "Share your feedback".
  5. In the "We are listening" dialog:
    • Enter a description of your idea or suggested improvement in "Can you describe your idea or the desired improvement?"
    • Enter how you or Tipalti customers would benefit from it in "How would it help you?"
    • Click "Submit feedback".
  6. Click "Done" to close the window.

Two-factor authentication

How can I enhance security in the Tipalti Hub?

Submit a request to our Support Team to have two-factor authentication (2FA) set up in the Tipalti Hub. Once it's activated, new users logging into the Tipalti Hub need to enter their country and mobile number. A code is then sent to the registered phone number. Users type the code into the verification screen to enter the Tipalti Hub.

When users next access the Tipalti Hub, they only need to enter the code they receive via text message.

How can I reset a user's two-step verification (2FA) for the Tipalti Hub?

Required user role: Payer Administration

You may need to reset a user's two-step verification for two-factor authentication (2FA) if, for example, the user moves to a different country or changes their phone number.

  1. Go to Administration > User management to view all current users.
  2. Find the relevant user and at the end of the row, click and select "Reset 2 step verification activation".
  3. In the dialog, click "Confirm". When the user next accesses the Tipalti Hub, they need to enter their mobile number again as part of the verification process.

You can also reset 2FA by clicking the user row to access the "Edit user" screen. Click "Actions" and select "Reset 2 step verification activation".

Provider accounts

How do I fund my provider accounts so I can pay my payees?

If you use Tipalti virtual accounts, at the top of the "Payments" tab, beside the Tipalti account balances, click "+ Add funds" to fund your provider accounts. A dialog shows all the information you need to fund each of your accounts. Tipalti is notified when the account is funded (See Fund your account). 

Funding wires are accepted until 3:00 p.m. PST for US domestic wires and 4:00 p.m. PST for SWIFT wires.

How do I check the balance of my provider accounts?

You can check the available balance in your provider accounts by logging into the Tipalti Hub.

The balance appears at the top of the "Payments" tab. To view your outstanding payments and available balance, hover over beside the provider balance. You need the View Balance user role to view balances.

Payments

How do I submit payments to the Tipalti system?

Payment instructions can be submitted in one of the following ways:

  • Upload a payment file (CSV or TXT) via the Tipalti Hub or Tipalti's FTP path, or add an individual payment through the Tipalti Hub (see Submit payment instructions).
  • Submit instructions through our REST APIs.
  • When you pay bills through the Tipalti Hub, payment files are created (see Pay bills).

For additional information, click here.

I uploaded a payment file but need to cancel it because there aren't enough funds. What can I do?

Go to Payments > Upload payment file. In the top right of the summary table, click "Cancel".

We want to use our own PayPal business account to pay payees. How do we set it up for Tipalti?

You need to add Tipalti credentials to your PayPal business account. Click here for complete information, including support for PayPal's single and mass pay system.