Get started

To get started, click the invite email to join Tipalti from your company or go directly to the Tipalti Hub to log in using your company email address.

Depending on how your company’s set up, you may be asked to enter a password, or to use Single Sign On.

After logging in, go to Expenses in the sidebar to access all your expenses.

Employee payment details can be provided when onboarding via web or the mobile app. After submitting their first expense, employees will see a banner on the Home page prompting them to add their payment details. They'll need to accept the Terms and Conditions before entering their bank details, and if some details are incomplete, they’ll get a reminder on Home to follow up.

To get started, download the application and register.

Once the app running, you have to enter your personal information and bank account details.

To register:

1. In Company, enter your company name.
2. Review and agree to the Terms and Conditions and Privacy Notice.
3. Tap Sign in.
4. Log in using your username and password or use your company SSO login details.

Navigating the app

	Expenses — Create, submit, and manage expenses
	Groups — Submit and view expense groups
	Approvals — View any expenses for your approval
	Profile — Manage your account and notification settings

Bank account and tax information

Enter your bank account and tax information to enable reimbursement of your expenses.

If you haven't entered your bank details, a banner will display to complete your payment details so you can get reimbursed.

To enter profile information:

1. In the Profile tab, click Add payment details.
2. Enter your bank account information.

3. Click Save.

   To enable the Profile tab in your app, submit an expense. See Create and submit expenses for details on how to add and submit expenses.