Review and collaborate on bills

Track bill activity, collaborate with stakeholders, and verify bill accuracy. This helps ensure bills are complete, well-documented, and free of duplication before approval. This article also covers how to review and resolve duplicate bill flags.

Track activity and collaborate

Required user roles: Bill Approver
Required permissions: View Bills or Process Bills

When reviewing a bill, use the Activity tab to:

• Review supporting documents.
• Comment or tag team members.
• Track the bill's progress and audit trail.

Bills created from email attachments or e-invoices include the original file in Comments and files.

The Activity panel appears as a sidebar on the right side of the bill.

The Activity panel has two tabs:

• Comments and files
• Audit

Use comments

Use comments to communicate with collaborators directly within the bill. Click the send icon to post.

You can:

• Send messages to team members
• Tag users using @ + email
• Share questions or request clarification

Manage files

Use the Comments and files tab to upload and manage attachments.

To add a file, click +Add file. To download all files, click Download all.

From the 3-dot menu on an attachment, you can:

• Edit the file name
• Delete the file
• Pin or unpin it to the payee's other bills
• View file details

View audit history

Use the Audit tab to track the bill's progress and review the full audit trail of actions taken.

On the Audit tab, you can:

• See status changes
• Review user actions
• Track the approval process

Review duplicate bills

Required user role: AP processor
Required permission: Mark Bills as Non-duplicates

Applicable bill statuses: All except Deleted

Tipalti automatically flags potential duplicate bills to help prevent duplicate payments and maintain financial accuracy.

Duplicate bills are identified based on:

• Same payee
• Same invoice number

You can review flagged bills and confirm whether they are duplicates or valid transactions.

Find duplicate bills

To view possible duplicates:

1. Go to Bills.
2. In the banner, click Review duplicates.
   

A list of bills flagged as potential duplicates appears.

To filter directly from the bill list, apply Duplicate bills: Show duplicates. Remove the filter to return to the full bill list.

Review a flagged bill

To review and confirm a bill:

1. Click a bill to open it.
2. Review the notice at the top of the bill and choose one:
   • Not a duplicate — removes the duplicate flag
   • Show duplicates — displays related bills for comparison
     

Take actions from the bill list

From the 3-dot menu, you can:

• Open the bill in a new tab
• Download the invoice
• Hold payment
• Mark as non-duplicate
• Delete the bill
• Dispute the bill

Marking a bill as Not a duplicate removes the flag but does not affect other bill details or processing.

Download bill data

From the Bill list, you can export bill data or download invoices.

To download data:

1. Go to the Bill list.
2. Click the download icon.
3. Select one of the options:
   • Export all columns (CSV): Includes all available fields
   • Export displayed columns (CSV): Includes only visible columns
   • Download supplier invoices: Download up to 1000 invoices (2.5 GB total)
     

Common questions