Whether you’re paying suppliers, contractors, freelancers, publishers, or vendors, Tipalti can handle it. With Tipalti you can schedule payments in different methods, countries, and currencies and automatically remit to suppliers in all payment methods. Join us as we examine how you can set up and manage the entire payment cycle—from submitting payment instructions to receiving notification of successful payment. Ensure that you are set up to process fast, accurate payments to all of your payees.

Learning Objectives:

• Understanding types of payments: mass payment (no invoice) vs. invoice backed payments
• Understanding payment channels and payment processing times
• Understanding payment file formats: creating a clean/correct payment file format for importing
• Understanding fees, rates and optimizing the currency conversion process

The back-office function of accounts payable isn’t always seen as a top priority when building a competitive edge. But when it comes to working capital optimization and supporting business growth strategies, accounts payable is a core strategic function. By proving that AP is critical to the bottom line, finance leaders can transcend to a new era where they are empowered to create a positive return on investment.

Learning Objectives:

• How to shift the current perception of the AP function
• How to create a strategic AP mission and communicate that to stakeholders
• How to bolster the value of AP within your organization

Once you have chosen Tipalti, you will want to start using the system right away. We share your sense of urgency and will work with you to get you up and running quickly and effectively. With a proven implementation framework and expertise from working with hundreds of customers, we work closely with you to configure the platform to meet your unique business needs. Gain a thorough understanding of our implementation process and your roles and responsibilities as a Tipalti partner.

Learning Objectives:

• How we work through the stages of the Tipalti implementation framework
• How we tailor implementations based on your use cases and integration needs
• How you can come prepared to start your implementation

As businesses grow, they often add entities by entering new markets, acquiring other businesses, or adding new products and services to diversify revenue streams. This is an exciting time for growth, but the organizational change often creates complex accounts payable structures that the finance team must now manage. To succeed as a multi-subsidiary business, you’ll need to ensure that this change in structure doesn’t expose your company to increased inefficiencies, fraud, and compliance risk, while enabling you to scale without adding headcount.

Learning Objectives:

• How to eliminate the impact of manual paper-based AP processes
• How to reduce the cost and complexity of making international payments
• How to scale while enabling your finance staff to focus more on value-added activities

It’s critical to pay your suppliers on time, but it’s even more vital to ensure that no one is paid that hasn’t been authorized. Tipalti’s intelligent, dynamic self-service supplier portal helps you reduce payment errors while improving vendor relationships.  Our team will walk you through the vendor onboarding process and provide tips and tricks for managing your vendors. Gain confidence in your ability to ensure that all of your vendors are accurate and payable.

Learning Objectives:

• How to create and send effective onboarding email messaging
• How to manage payees and upload tax files to make payees payable
• How to report on payees that have not fully onboarded

Are you a new Tipalti Administrator? Or perhaps you would like refresher training on the basics? If so, then this session is perfect for you. Join us as we review the Administrator’s core responsibilities and some common Tipalti workflows so that you can become more familiar with the system. We will walk through step-by-step instructions for performing common maintenance tasks—gain the skills and knowledge you need to be a successful Tipalti Administrator. 

Learning Objectives:

• How to manage users and user roles
• How to reset 2FA verification
• How to configure email notifications and edit templates

With the rapid growth of technology, automation solutions are becoming vital to the CFO’s portfolio of tools. An updated financial tech stack provides real-time insights and reporting to finance teams while streamlining as many manual processes as possible. Selecting the right tools to build the ultimate tech stack is a top priority for today’s CFOs. And being able to rapidly identify the best technology and integrations will give your team a competitive advantage.

Learning Objectives:

• How to automate and streamline your financial management operations
• How to update your technology tool kit to leverage value-added services
• How to evaluate solutions to ensure that your systems work well together

Preventing fraud and ensuring security have always been a top priority for the finance team. But with hacks occurring every 39 seconds, protecting your systems from bad actors has never been more critical.Join us as we explore real-life examples to help you identify fraud and mitigation techniques and strategies to help minimize threats. Learn how to apply best practices to help protect your Tipalti account.

Learning Objectives

• How to set up two-factor authentication, SSO login and strong passwords to protect from external threats
• How to set up email verification and bill approvers to reduce fraud risks
• How to prevent fraud with Tipalti Detect℠ for detailed payee monitoring 

With the Tipalti Bills functionality, you can quickly process invoices for payment.  By highlighting tips and best practices, the Tipalti team will go through the bill payment process, from adding invoices to remitting payment. Learn how to maximize your use of the Bills module to ensure you process bills accurately and completely.

Learning Objectives:

• How to set auto-reminders for bill approvers and enable escalation of bills pending approval
• How to define payer payment terms and payment cycles and filter bills by entity, department, and more
• How to set-up different email inboxes per entity

The “creator economy” has been steadily increasing in popularity as more companies adopt this growing business model. Whether it’s influencers, writers, artists, or musicians, businesses today are capitalizing on independent creators to build authenticity and engagement for their products and services. But what exactly is the creator economy? How does it affect business operations? And how do these independent creators get paid for their work?

Learning Objectives:

• How to create communities of influence through your customers and users
• How on-time, accurate payments ensure an optimum user experience for creators
• How to foster a culture of collaboration between creators and companies

As we start to return to our “new normal,” many organizations are choosing to embrace a hybrid model to allow both in-person office collaboration and remote work. According to Gartner, the finance organization has become increasingly flattened. Senior finance leaders manage more employees and functions than ever before. So how can finance teams prepare for the next 3–5 years? And how can companies optimize for the constantly evolving “future of work”?

Learning Objectives:

• Top trends on the “future of work” and how it impacts the finance organization
• How to hire, train, and retain the next-gen, digitally savvy finance professionals and unleash their potential
• How to increase the diversity of skills and inclusion in the finance organization

Regardless if you are a new or experienced user, we all would like to be more proficient with the software we use. During this “quickfire” session, our team will walk through some of the most common Tipalti workflows—highlighting the ways to save you time as we go. Learn how to get work done faster and more efficiently, so you can move on to other priorities.

Learning Objectives:

• How to use the newly enhanced payee search
• How to navigate the AP Hub:
  • Click side arrows to drill down into further details about the data row
  • Apply filters to narrow down the results
  • Filter and sort data tables

The digital age changed business purchasing operations in fast growing companies but procurement tools and processes are lagging. Procurement is a fragmented function—making it challenging to gain visibility into spending while ensuring purchases are properly authorized before they take place. If businesses rely on manual workflows from Procurement through to Invoice Management to Payment and Reconciliation, the time-consuming, error-prone work will result in increased processing costs and a lack of overall company oversight.

Learning Objectives:

• How Procurement and Finance can collaborate to prevent AP problems with better purchasing processes
• Best practices in streamlining the end-to-end process to increase team alignment
• How a transparent procurement process gives businesses more insight into their budgets to make better-informed decisions with confidence