Managing your payees

Required user role View Payees

The Supplier Hub is for payers who do not have an existing Hub for their suppliers/ payees. It provides the same functionality (i.e., management of payment and invoice flows) as the iFrame but instead of being embedded in the payer's website, a dedicated website is made available to onboard your suppliers/ payees.

Your AP Team can manage suppliers' accounts on their behalf—accounts can be accessed from the "Payees" tab in the Tipalti Hub. Users who have been assigned the View Payees user role can display the "Payees" tab.

As an added convenience, we added the following quick buttons on the “Payees” page:

• “Suppliers Hub URL” button: once clicked, the link is saved to the clipboard so that you can easily send it to your payees.

• "Payee Reports" button: provides easy access to Payee Reports.

Find payees registered in the Supplier Hub

Required user role View Payees

On the payee record in the Tipalti Hub, the "Hub user" status indicates whether the payee is registered with the Supplier Hub or has been invited to the Hub.

1. Search for the payee.
2. At the end of the GENERAL row, click to view the "Hub user" status.

Reset payee password

Required user roles View Payees & Update Payee

You can reset a payee's password to the Supplier Hub so that the next time the payee logs into the Hub, a new password needs to be created.

1. Search for the payee.
2. At the top right of the screen, click "Actions" and select "Reset password".

Reset Supplier Hub login email for registered payees

Required user roles View Payees & Add Payee

If a payee changes their email address, you can reset the email that the payee uses to log into the Supplier Hub. Once reset, we send an invitation to the new email address asking the payee to re-register.

1. Search for the payee.
2. At the top right of the screen, click "Actions" and select "Reset Hub login email".
3. In the text box, enter the payee's new email address.
4. Click "Reset & send invite".

Reset 2FA verification for registered payees

Required user roles View Payees & Update Payee

You can reset 2FA verification for payees that are already registered. The next time the payee logs in, the payee needs to type their mobile number again as part of the verification process.

1. Search for the payee.
2. At the top right of the screen, click "Actions" and select "Reset 2 step verification activation".
3. Click "Confirm".

Update payee in Tipalti Hub

Required user roles View Payees & Update Payee

Directly in the Tipalti Hub, you can edit general, contact, payment, and tax details of payees registered with the Supplier Hub. Any changes made in the Tipalti Hub are immediately reflected in the Hub.

If the payer has a restriction for changing the name on the account in the Supplier Hub, and the payer changes the payee, company name, or address in the Tipalti Hub, the payment method in the Supplier Hub is invalidated. The payee is notified and the next time the payee logs into the Hub, payment method details need to be completed again.

1. Search for the payee.
2. Beside the field you want to edit, click , then update the field value. Refer to Payee field limitations for restrictions on certain field values.
3. Click the check mark to confirm. The updated information displays on-screen.

Add notes to payees

Required user roles View Payees

You can leave notes on the payee profile for internal purposes. Notes can be about payees and document changes to a payee’s details, payment terms, or simply a conversation between parties. It enhances documentation and visibility within your organization.

1. Search for the payee.
2. Click "Notes".
   
3. The Notes panel is displayed at the right side of the screen, allowing to enter new notes and view existing ones.