How to Use Tipalti

Getting started with Tipalti

In this guide, you'll learn how to set up Tipalti for managing your accounts payable and automating global payments. By the end, you'll be able to process invoices and payments efficiently.

Step 1: Sign up and set up

1. Go to Tipalti's website.
2. Click on the "Request a Demo" button in the top right corner.
3. Fill out the form with your details and submit it.
4. Once you receive the confirmation email, follow the link to create your account.
5. Log in to your new account and complete your profile by adding your company details.

Step 2: Your first invoice

1. From the dashboard, click on "Invoices" in the main menu.
2. Select "Upload Invoice" and choose the invoice file from your computer. Tipalti supports various formats, including PDF and image files.
3. Wait for the AI to extract the invoice details. Review the extracted information for accuracy.
4. If everything looks correct, click the "Approve" button to process the invoice.
5. Navigate to "Payments" to schedule the payment. Click "New Payment" and select the vendor, payment method, and amount. Confirm by clicking "Submit."

Step 3: Get better results

• Use the "Expense Coding" feature to automate categorisation of invoices. Go to "Settings" > "Expense Codes" and set up your categories.
• Regularly check the "Reports" section for insights on your payment activities and cash flow.
• Enable notifications under "Settings" > "Notifications" to stay updated on invoice approvals and payment statuses.

Pro tip

Use the "Bulk Upload" feature to process multiple invoices at once. From the "Invoices" section, select "Bulk Upload" and follow the prompts to save time on data entry.

Common mistake to avoid

Avoid skipping the invoice review step. If the AI misreads any details, it can lead to payment errors. Always double-check the extracted information before approving.