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User reports

Required user roles Payer Administration

All dates and times in the User Activity Report are displayed in UTC and do not adjust to your local timezone.

The User activity report allows you to track and analyze your team's activities in the Tipalti Hub, including actions related to Bills, Payments and Payees.

Auditable activities include:

  • Payments
    • Submitted payment/ Uploaded payment file.
    • Approved payment/ Declined payment
  • Payees
    • Payee created
    • Payee updated (general, contact, payment and tax details)
    • Payee blocked/ unblocked
    • Payee suspended/ unsuspended
    • Payee closed
    • Sent an invitation to the suppliers portal
  • Bills
    • Upload invoice
    • Invoice approved/ Disputed/ Sent back to Tipalti Hub
    • Invoice rejected
    • Invoice returned to AP
  • Administration
    • Custom field created
    • Custom field updated
    • Custom field deleted

Adding, deleting, and updating custom fields is tracked in Payment Orders, Bills, and Payee records.

To download:

  1. Click the Reports tab to open the list of available reports.
  2. In the menu, under Users, select User activity. The right side of the screen populates with information related to the report.
  3. In the Date field, select either Range or Month.
  4. In the Select users field, select All or Specify.
  5. If Specify, enter the name of the user.
  6. Click Download CSV.

Field descriptions

The User activity report contains the following fields.

Field

Description
Username Name of the user
IP IP address
User activity Description of the activity performed
Action timestamp The date and time the activity was performed

Required user roles Payer Administration

The User permissions report allows you to track the current and past permissions assigned to your users in the Tipalti Hub.

To download:

  1. Click the Reports tab to open the list of available reports.
  2. In the menu, under Users, select User permission. The right side of the screen populates with information related to the report.
  3. In the Type field, select Current (For a list of current permissions assigned to your users and their last log in date) or History (For a list of permission changes within the specified date range).
  4. If History, in the Date field, select either Range or Month.
  5. In the Select users field, select All or Specify .
  6. If Specify, enter the name of the user.
  7. Click Download.

Field descriptions

The User permissions report contains the following fields.

Current report

Field

Description
Username The email of the user
User permission The permissions that are currently assigned to the users
Approval limit amount The maximum allowable amount to approve a bill amount for users who have Bill Approver permission
Approval limit currency The currency of the approval limit amount
User last login The date and time the user last logged in

History report

Field

Description
Username The email of the user
IP IP address
Permission The permissions that are currently assigned to the users.
Change By The email of the person who initiated this action (it would be more correct since it can be a permission enabling or disabling)
Action The description of the action performed
Action Timestamp The date and time the action was performed