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Purchase orders template

The following table lists the fields in the purchase orders template. All values input to the template are case sensitive. The maximum file size allowed is 20 MB.

Import POs into Tipalti

You can import a PO into Tipalti and select it for PO matching when working in Bills.

Purchases in Procurement won't show imported POs.

Field display name Required? Description Field data type Level Value display names
Amount No Amount of the purchase order line (Rate × Quantity) FormattedNumber Line  
Approvers list No List of bill approvers String Header  
Billed amount No Amount billed for the purchase order line FormattedNumber Line  
Billed quantity No Quantity billed for the purchase order line Decimal Line  
Currency code Yes Currency of the vendor String Header  
GL account (External ID) No GL account external reference identifier String Line  
Is closed? No If True, the PO line will not be used for matching List Line
  • Yes
  • No
Item (External ID) No An ID that uniquely identifies the item of the purchase order line String Line  
Item code No Item code of the purchase order line String Line  
Memo No Description of the purchase order String Header  
Payee external ID Yes Unique payee identifier String Header  
Payer entity Yes Payer entity linked to this transaction String Header  
PO line (Description) No Description of the purchase order line String Line  
PO line (ID) Yes An identifier for the purchase order line. Must be unique within a single purchase order. String Line  
PO line (Type) No The type of purchase order line (Item / Expense) List Line
  • Item
  • Expense
Purchase order date No Date and time the purchase order was created Date Header  
Purchase order number Yes A unique identifier of the purchase order String Header  
Quantity No The quantity of the purchase order line Decimal Line  
Rate No The price of a single line item Decimal Line  
Status Yes Status of the purchase order List Header
  • Pending approval,
  • Partially billed,
  • Deleted,
  • Closed,
  • Active
Tax amount No Amount of tax (or VAT) calculated for the purchase order line. FormattedNumber Line  
Tax code (External ID) No The external ID of the relevant tax code for the PO line String Line  
Unit ID No The ID of the units of measurement for the purchase order line (e.g., kilograms, pounds, etc.) String Line