Home for employees

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.

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