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Manage finances from Home
Tipalti AI Assistant
Ask the assistant
Common prompts
Administration
Administrative operations
Admin settings
Custom fields
Team management
User roles
User permissions
Email domain setup
Email notifications
Manage communications
Edit and customize templates
Multiple entities
Multiple entities
Switch entities with multi-instance setup
Funding
Funds overview
Manage virtual accounts
Fund Tipalti accounts
Transfer funds between accounts
Multi-FX
Payees
Search payee information
Manage payee status and settings
iFrame/ Supplier Hub
Manage Supplier Hub payees
Manage actions as a payee
Add and review payee documents
Verification of payee
Taxation
US tax forms
Tax form expiration
Tax withholding
Certificate of No US Activities
Additional documents
Non-US tax collection
Tax form statuses
Procurement
New Procurement
Original Procurement
PO matching
New PO matching
Original PO matching
Bills
Finance professionals
Administrators
Tipalti Expenses
Get started
Create and submit expenses
Manage and approve expenses
Build expense approval workflows
Reimburse expenses
Connect your corporate cards
Tipalti Cards
Tipalti Cards
Fund your card
Manage cards
Monitor card transactions
Process transactions
ERP sync
Credit card statement report
Payments
Submit payments
Manage payments
Schedule payments
Understanding payment statuses
Payment methods coverage: US and ROW
Payment methods coverage: UK and EU
Payment methods coverage: Canada
Payment error codes
Managing unsuccessful payments
Reports
AI-powered reports
Payment reports
Bill reports
Payee reports
Tax reports
User reports
Security practices
Email security
Business continuity practices
Two-factor authentication
Detect
Integrations
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3rd Party Apps
Partner Platforms
SSO
ERPs
Sage Intacct
NetSuite 2.0
Microsoft Business Central
QuickBooks
Xero
Tipalti Connect
Acumatica
SAP B1
File Integration
Configure auto-sync settings
Import files
Export files
FAQs
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General FAQs
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Payee FAQs
Bill FAQs
Card FAQs
PO Matching FAQs
Payment FAQs
Detect FAQs
Taxation FAQs
Administration FAQs
Expenses FAQs
ERP FAQs
Release notes
Dev docs
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PO Matching
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Taxation FAQs
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Tipalti Expenses FAQs