Switch entities with multi-instance setup

This applies if you have multiple instances set up in Tipalti. Each instance represents an entity or subsidiary of your organization, which you can switch between using the entity switcher. 

This setup is usually necessary if your company has multiple entities and integrates Tipalti with Enterprise Resource Planning (ERP) systems like QuickBooks Online, Xero, and Microsoft Business Central, which have similar configurations.

In a multi-instance setup, you’re assigned a default entity, usually the main entity or subsidiary you work for. You can access multiple entities or subsidiaries if, for example, you work from multiple branches.

Check and change entities

If you have access to multiple entities, you’ll see an entity switcher in the top right corner, where you can switch between each entity or subsidiary. You can only view or manage purchase requests for the entity or subsidiary you’re switched to.

To check which entity or subsidiary you’re on, go to the entity switcher in the top right.

• If it shows you the entity or subsidiary you want to view or manage purchase requests for, there’s no need to change it.

• If it doesn’t, click the dropdown and select the entity or subsidiary from the list.

  You can create, view, and approve the purchase requests for your selected entity or subsidiary.

Manage requests via email or Slack

When you’re redirected to Tipalti Hub via email or Slack, you land on the entity or subsidiary the purchase request is for.

Before you continue processing the request:

• Check that the entity switcher is on the entity or subsidiary you want to create or manage your requests in.
• Switch if you want to manage requests for a different entity or subsidiary.

Switch entities via mobile app

If you’re using Expenses and your organization has multiple entities, your employees can switch entities in the Tipalti mobile app. 

Employees are assigned a default ‘entity of employment’ during onboarding when admins import an employee org chart via CSV. For more info, go to Administrative operations.

After switching, employees and approvers with access can review and approve expenses for that entity.
 
If the employee switches to an entity where they don’t have access to any expenses, they’ll be prompted to switch back to their default.

For more info on expenses, go to Create and submit expenses.