Home for employees

Required roles: All employees invited to the Tipalti Hub, including Bill approvers.

Overview

The Tipalti Hub is your main, central workspace for managing approvals assigned to you, submitting your expenses, and tracking your requests.

When you log in as an employee or approver, you land directly on Home, where everything that needs your attention is ready and waiting.

Your expenses and requests

 
The Home screen shows a ready-made to-do list of items needing your approval or waiting for you to submit.

• To do — items that require your action
• All my items — includes your past expenses or requests

If your organization has Expenses enabled, you'll be able to submit new expenses and manage any of your expenses that were already created. From Home, you can add receipts to expenses, add attendees, and other details. For more info, go to Create and submit expenses. 

If your organization has Procurement enabled, you'll be able to create new purchase requests and manage any of your requests that were already created. For more info, go to Create and track purchase requests.

You can filter by Due date, Amount, or Vendor name to find specific vendors or higher-value items quickly.
Use the search bar to find a purchase request by name or PO number — partial PO number matches are supported.

 
To approve multiple items at once, select them and click Approve selected.

Your approvals

From Home, you can review and manage any approvals assigned to you quickly and orderly from an easy-to-use list. Your approval queue lives directly on Home — with everything you need upfront: vendor name, amount, % change from the last bill, and approval progress, all visible at a glance.

Three tabs keep your queue organised:

• Pending your approval — items waiting for your action
• High priority — items that are overdue, pending for over a week, or due soon
• Approved by you — a record of completed approvals

Items are sorted by due date by default, and every column is sortable.

From the table, you can add filters, search for a specific item, customise your columns, and export to CSV — without leaving Home.

You can search by invoice ID or PO number, and more filters. In addition, you can group by vendor to view all bills from the same vendor together, allowing you to compare amounts, identify exceptions, and approve with more confidence.

Your approvals is being gradually rolled out to Accounts Payable customers. If you don't see it yet, you'll continue to see the standard to-do list above.

Purchase request approvals

For Procurement accounts, purchase requests now show up in your approvals queue, so approving and tracking them doesn't mean leaving Home.

If you're an approver, purchase requests get their own Purchase requests tab in your approvals queue. You'll see it next to Bills if you also approve bills — otherwise, purchase requests are all you'll see there. Either way, you'll get Request number and Requested for alongside the usual details, so you always know exactly what you're approving and for whom. Filter using Pending approval, High priority, or Approved by you, or add your own.

This is currently available to Procurement customers. If your account also uses Cards or Expenses with Enhanced Procurement, support for those is on its way.

Your submissions

Your submissions lets you track the purchase requests you've submitted and complete any follow-up actions without leaving Home.

Use the tabs to find what you need:

• All purchase requests — every request you've created
• Drafts — requests you've started but haven't submitted yet
• Pending approval — requests waiting on approvers
• Approved — requests that have been fully approved

Each request shows its vendor, amount, submission date, status, and approval progress. For example, 0/2 means neither of the two approvers has approved it yet. To start a new request, click New request.

As with Your approvals, you can add filters, search, customise your columns, and export to CSV.

Your submissions currently shows purchase requests only and is available to Procurement customers.

From Home, you can

• Approve bills
• Create and submit expenses
• Manage and approve expenses
• Create and submit a purchase request
• Approve a purchase request
• Vendor registration

Common questions

What is a Bill approver, and why do I have limited access to the Tipalti Hub?

Bill approvers are users whose sole purpose in Tipalti is to review and approve the bills they're assigned to. Because of this, they have limited access to the Tipalti Hub — they can't view payments, payee data, or any other areas outside of their assigned bills. This role is commonly used for internal or external approvers who only need to sign off on specific bills, without exposure to sensitive financial data.

For a full breakdown of what Bill approvers can do, see User roles.

What's the difference between Home for employees and Finance Home?

Tipalti has two distinct Home experiences depending on your role. Finance Home is designed for finance professionals — AP processors, Finance managers, and Finance approvers — and provides a full view of financial operations: pending bills, payment batches, funding status, sync errors, and more.

Home for employees is for users whose primary tasks are approving bills, submitting expenses, and creating purchase requests. It's a focused, personal queue — not a financial operations dashboard. For more information, see Manage finances from Home.

Why don't I see the new Your approvals section?

The redesigned approvals experience is being gradually rolled out to customers using Accounts Payable. Expenses will follow in a later phase. If you don't see it yet, you'll continue to use the standard to-do list on Home. No action is needed — the new experience will appear automatically when it's available for your account.

Can I manage my approvals on mobile?

Yes — if your account is activated for the Tipalti Expenses mobile app, you can log in and view your expenses and approvals on the go. Download the app from the Apple App Store or Google Play. For more information, see Create and submit expenses.