Payees FAQs
Payee information FAQs
Where can I find payee information in Tipalti?
You need the View Payees user role to search for payee information on the "Payees" tab of the Tipalti Hub. Click here for instructions on how to search for a payee. Once you have found the payee's record, you see the payee's general, contact, payment and tax information. You may need to click at the end of each section to reveal further information. Navigate through the subtabs and all information that appears is related to that specific payee.
Why am I not able to see certain payee information (e.g., social security number)?
You need the View Secure Details user role to view sensitive payee information. If you do not have this role, sensitive information is masked by asterisks.
My payee has made changes to account information. Where can I view, then approve or decline the changes?
You need the Payee Reviewer role to review, approve or decline payee changes. Go to Payees > Payees Pending Review subtab to see the payees who have made changes to their account information. To view a payee's record, at the end of the payee row, click and select "View".
To view the actions the payee has been performing in the iFrame/ Supplier Hub, on the payee record, click the "Log" subtab. You see the date and time of the interaction, a description of the action and the IP address from where the action was performed.
To accept or reject the updates, go back to the "Payees Pending Review" subtab. At the end of the payee row, click and select "Approve" or "Decline".
You can also request that the payee make further changes. Click here for details.
Payee payments
Where can I view a payee's selected payment method?
The payee's payment method is listed on the payee record. Search for the payee on the "Payees" tab of the Tipalti Hub. Refer to the PAYMENT DETAILS row. At the end of this row, click to reveal further information. If you see "+ More", click it to reveal more details.
Where can I view a payee's previous bills?
You need the View Payees and View Bills user roles to view payee bills. Search for the payee on the "Payees" tab of the Tipalti Hub. Click the "Bills" subtab, which displays a history of all the payee's bills.
Where can I view a payee's previous payments, and details such as transaction fees and the actual amount the payee received for a certain payment?
Search for the payee on the "Payees" tab of the Tipalti Hub. Click the "Payments" subtab to view payment history. Click a payment row to view its details.
How are payee fees calculated?
The payee fee for each payment represents the summation of "Payee transaction fee + Submitted currency to payee currency FX rate". The net amount disbursed to the payee is "Amount submitted – (Payee transaction fee + Submitted currency to payee currency FX rate)". These field values are displayed in a "Payment details" report.
Payee tax information
Where can I view payee tax information?
Search for the payee on the "Payees" tab of the Tipalti Hub. Refer to the TAX INFO row. At the end of this row, click to reveal further tax information. If you see "+ More", click it to reveal more details.
How do I download a payee's Certificate of No U.S. Activities?
Search for the payee on the "Payees" tab of the Tipalti Hub. Refer to the TAX INFO row. At the end of this row, click to reveal further tax information. Near the status of the certificate, click "+ More", then click "Download".
How do I waive payee submission of tax forms for payments under $600 USD?
You need the Update Payee user role to waive tax form submission. Search for the payee on the "Payees" tab of the Tipalti Hub. Click the "Settings" subtab. Beside "Allow payee not to submit W9 for payments under USD 600", click the toggle button to "On", then click the check mark to confirm your selection. For more information about updating tax information, click here.
How do I acknowledge that I have received a payee's tax form manually?
You need the Update Payee user role to acknowledge receipt of a manual tax form. Search for the payee on the "Payees" tab of the Tipalti Hub. At the top right of the screen, click "Actions", hover over "Tax form" and select "Tax form submitted manually". Click "Ok". For more information about updating tax information, click here.
How do I invalidate a payee's current tax form?
You need the Update Payee user role to invalidate tax forms. Search for the payee on the "Payees" tab of the Tipalti Hub. At the top right of the screen, click "Actions", hover over "Tax form" and select "Invalidate tax form". Click "Ok". For more information about updating tax information, click here.
How do I download a copy of a payee's tax form details?
You need the Update Payee user role to download tax form details. Search for the payee on the "Payees" tab of the Tipalti Hub. At the top right of the screen, click "Actions", hover over "Tax form" and select "Download 'tax' form". For more information about updating tax information, click here.
How do I find documents, such as ID and tax forms that a payee uploaded to the iFrame?
You need the View Documents user role to view payee documentation. Search for the payee on the "Payees" tab of the Tipalti Hub. Click the "Documents" subtab. A list of the payee's documents displays. At the end of a document row, click and select "Download".
If the document is pending approval and you have the Documents Approval user role, you may approve or reject the document by selecting that option from the dropdown menu.
Payee risk
How do I find out if a specific payee is flagged as high risk?
You need the Risk Management user role can find payee risk information. Search for the payee on the "Payees" tab of the Tipalti Hub. Click the "Detect Info" subtab, then click a risk case row to view its details. For further information on viewing and resolving risk cases, click here.
Payee status
Why is my payee's account blocked or suspended?
Search for the payee on the "Payees" tab of the Tipalti Hub. In the GENERAL row, the "Status" field displays "Blocked" or "Suspended". Beside the status, hover over to see a tooltip display the reason the payee is blocked.
Payee settings
How do I request a payee approve invoices via the iFrame/Supplier Hub?
You can apply this feature only if the self-billing flows are enabled (see Bill flows). The Update Payee user role is required. Please click here for important information about this feature and steps on how to apply it to a payee.
I have AI Smart Scan/ MS enabled and need to get a payment paid quickly. Can I skip bill review by Managed Services?
Yes. Since the AI Smart Scan/ MS review process may extend up to 48 hours, you can reduce the scan duration by canceling review of the bill by Managed Services. Search for the payee on the "Payees" tab. Click the "Settings" subtab and beside "Reduced scan duration", toggle the button to "On". Click the check mark to confirm your selection. This payee's bills must now be reviewed manually by your team to ensure all invoice information has been captured accurately.
Can I disable automatic capturing of bill line information for a specific payee?
Yes. Search for the payee on the "Payees" tab. Click the "Settings" subtab and beside "Capture invoice lines automatically", toggle the button to "Off". Click the check mark to confirm your selection.
Two-factor authentication FAQs
How can I enhance security in the Supplier Hub?
Submit a request to our Support Team to have two-factor authentication (2FA) set up in the Supplier Hub.
For existing users, once 2FA is activated, payees log into the Supplier Hub as usual, but then are prompted to provide a phone number. The system sends a text message with a verification code to the registered number, and the payee types this code into the portal verification screen.
For new users, payees receive an invite to register in the Supplier Hub. Once registration is complete and the payee logs into the Supplier Hub, the same process occurs as for existing users—the payee provides a phone number and enters the verification code in the portal.
If text messaging is not allowed on the payee's plan/ carrier or the phone is considered a landline, then the payee receives a phone call instead of a text.
2FA is required to log into your Tipalti accounts to ensure compliance and security and it cannot be disabled.
Supplier Hub FAQs
How do I add a new payee to the Supplier Hub?
How do I find out if a payee is already registered in the Supplier Hub?
Search for the payee on the "Payees" tab of the Tipalti Hub. At the end of the GENERAL row, click to reveal further payee information. The "Portal user" field indicates whether or not the payee is registered with the Supplier Hub or has been invited to the portal.
How do I log into the Supplier Hub as the payee so I can manage the payee account?
You need the Update Payee Payment Details role to manage the payee's account. Search for the payee on the "Payees" tab of the Tipalti Hub. At the top right of the screen, click "Actions" and select "Log in as payee". The Supplier Hub opens in a new window. For further details about permissions, click here.
How do I update payee information, such as name, ID, email address, company and preferred entity of payees registered with the Supplier Hub?
You need the Update Payee user role to edit payee details. Search for the payee on the "Payees" tab of the Tipalti Hub. Beside any field, click to edit the field. Update the information, then click the check mark to confirm your edits. Please note that updating payee information can affect tax forms. Click here for further information.
iFrame FAQs
This section covers the classic iFrame / Supplier Hub experience. If your account has the new Supplier Hub, some steps and screens will look different - see Onboard payees with the new Supplier Hub for the current experience.
What does the payee need to do to register successfully in the iFrame?
The payee needs to complete the following information on the "Payment Details" tab.
- Enter contact information (name and address)
- Select a payment method
- Submit tax forms (if the Taxation module has been enabled)
For further registration details, click here.
What are the payee's payment method options?
- Direct deposit/ACH (Automated Clearing House)
- eCheck/Local bank transfer
- Wire transfer
- Check
- PayPal
- Prepaid debit card
- Hold my payments
Click here for details about each payment method.
Does Tipalti check payee addresses before any payments are sent out?
Yes. When payees complete their contact address, payment method address (for "Check" payments only), and tax form address in the iFrame, Tipalti validates the addresses to ensure accuracy. Click here for more information on the address validation process.
Can payees upload documents to the iFrame for my review?
Yes. Payees can upload documents to the "Documents" page on the "Payment Details" tab. Click here for information about additional documents that may be required.
Can payees update their information at any time in the iFrame?
Yes, as long as there are no restrictions on accounts. However, a change in any of the following information may erase banking information and/or invalidate tax forms.
- First name
- Last name
- Company name
- Contact address country
- Payment details country
- Phone number
Click here for further information about updating account details.
Can payees track their invoices/bills and see payment history in the iFrame?
Yes. They can also download the information for their records. Click here for more details.