Expenses overview

With Tipalti Expenses, you and your finance teams conveniently manage employee expenses and reimbursement payments directly within Tipalti.

Expenses reduces processing time by automating many of the validations and data capturing that finance teams do manually today.

Additionally, Expenses leverages the same payment capabilities that customers already enjoy through Tipalti, including global payments, compliance checks, a single funding flow, and more.

Tipalti Expenses supports the following workflows:

• Create and submit expenses via the Tipalti Hub or mobile app
• Manage and approve expenses
• Reimburse expenses
• Connect your corporate cards

Mobile app for employees and approvers

Tipalti Expenses makes it easy for you to submit your expenses, get reimbursed in any currency and manage your Tipalti Card transactions, all via our mobile app, available for iOS and Android. Using the app you can file your expenses, add receipts, and submit them for approval and reimbursement.

Managers can review and approve expenses directly from their mobile app, and the finance teams can review, approve and reimburse everything within Tipalti Hub.

Expenses for employees in Tipalti Hub

If you prefer a desktop experience, the Tipalti Hub Home allows you to submit your expenses, add receipts, get reimbursed, and manage your Tipalti Card transactions directly from within Tipalti Hub.

Add employees via Expenses

In Expenses, payees are employees in your organization. You can invite your employees to download the Tipalti Expenses mobile app or log in to the Tipalti Hub. After employees submit their first expense, they will become a payee.

Alternatively, your Tipalti rep can assist with importing a CSV file with employee details from your ERP or HR system (including email, first name, last name, direct manager's email, and payee ID).

Employees do not automatically become payees; they must complete their payment details before they can be paid. Employees are prompted to enter their bank details for reimbursement in Home when submitting an expense for the first time. Bank details can also be edited later in the Expenses app.

Expenses for the finance team

The finance team uses the Tipalti Hub to manage and reimburse employee expenses.

The Expenses tab gives you access to information about submitted expenses, including names, submission dates, direct managers, amounts, statuses, and alerts, and allows you to manage, approve or reject, and reimburse expenses.