Onboarding Tools

Product Overviews

• Accounts Payable Overview | 3 minute watch
• Procurement Overview | 3 minute watch
• Mass Payments Overview | 5 minute watch
• Navigate Tipalti Hub | 3 minute watch

Compliance

• Know Your Customer (KYC) Overview | 3 minute watch
• Financial Intelligence Unit (FIU) Overview | 3 minute read
• Two-factor Authentication (2FA) Overview | 2 minute watch
• Crypto and Tech Support Scam Prevention | 3 minute read
• Identity Theft Prevention | 3 minute read

See all 7 articles

Onboard Suppliers

• Import Payees | 2 minute watch
• Add Payees | 4 minute watch
• Payee Registration | 4 minute watch
• Invite your Suppliers/Payees to Tipalti | Email Template
• New Payee Registration Reminder | Email Template

See all 7 articles

Send Your First Payment

• Funding & Payments Overview | 5 minute watch
• Tipalti Fees and Billing | 3 minute watch
• Test Payment Instructions | 4 minute read
• Review Invoices | 4 minute watch
• Submit Bill Payments | 3 minutes watch

See all 6 articles

Onboard Employees

• Accounts Payable User Guide | PDF
• Procurement User Guide | PDF
• Intro to AP and Procurement | Email Template
• Intro to Procurement | Email Template
• Tipalti Expenses Handbook | PDF