Resources

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Netsuite Import Transactions Guide

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


Automated Invoice Processing

Automated Invoice Processing

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


Cloud Document Management

Cloud Document Management

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


affiliate marketing program

Affiliate Program Management

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


Filling out a purchase order

What is a Requisition Order?

When it comes to weighing a purchase requisition vs purchase order, the main difference lies in their nature. Purchase requisitions are more interdepartmental forms that allow larger organizations to handle their accounting and finances better. The…


QuickBooks Add-ons 1

QuickBooks Add-ons

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


affiliate payments

Affiliate Marketing Management: Building Your Brand Army

Cloud accounts payable software has quietly been taking the lead for AP automation platforms. Companies are upgrading their on-premise systems for a more practical solution. Critical financial data can be securely stored and accessed at any time.…


Cloud-Based Accounts Payable 2

Cloud-Based Accounts Payable

Cloud accounts payable software has quietly been taking the lead for AP automation platforms. Companies are upgrading their on-premise systems for a more practical solution. Critical financial data can be securely stored and accessed at any time.…


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Netsuite Document Management Guide

The NetSuite document management system can be used to store and manage documents in various workflows. This includes items like email attachments, web content, customization scripts, support cases, purchase orders, templates, etc. There are many…


Document Capture Software 3

Document Capture Software

This document capture process involves the digitization of data entry. It gives you the ability to save documents to be referenced later as digital files (usually in a PDF file format). Data extraction happens through optical character recognition…


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What is a PO Flip?

A purchase order flip happens when a PO invoice is created digitally. Every line level of the purchase order is received electronically and the data is used to generate e-invoicing. The PO information is transferred in real-time through the system…


Filling out a purchase order

Purchase Recquisition vs. Purchase Order

When it comes to weighing a purchase requisition vs purchase order, the main difference lies in their nature. Purchase requisitions are more interdepartmental forms that allow larger organizations to handle their accounting and finances better. The…


businessman holding data files on binder shelves background

Quickbooks File Formats

There are over 50 QuickBooks file extension types but you don't need to remember them all. This list contains what's important to get started. Although it may feel like you are learning a new language, once you familiarize yourself with these…


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Form W-9 Automation

Automated W9 management helps tremendously with tax compliance but there are several other factors that make digitization an attractive strategy. Automation cuts down on incorrect information and speeds up the entire process. It facilitates invoice…


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What is Straight Through Processing?

Traditional payment processing was initiated via the phone or through software that lacked STP capability. Straight through processing (also known as STP) is used by banks and businesses to free up time-consuming transactions from human…


Revolut vs Transferwise

Revolut vs TransferWise: Understanding Money Transfer Options

TransferWise and Revolut have a close rivalry, as they capitalize on offering cheaper than usual transfer services, regardless of what currency you use.


AP Automation Buyer’s Guide for the Mid-Market 4

AP Automation Buyer’s Guide for the Mid-Market

Optimizing cash flow is essential for all companies, but for mid-market organizations, it can make or break their ability to gain or maintain a competitive edge. As those companies grow, Accounts Payable and the transparency in cash flow that can…


Controllers Guide to AP Automation 5

Controllers Guide to AP Automation

Operations are thriving in the digital age...except for Accounts Payable. Today, manual processes are sucking the finance team dry, and the work isn’t slowing down. Moving beyond the mundane tasks to more strategic initiatives is the ultimate goal,…


Accounting Automation

Accounting Automation

Having an automated accounting system is now considered a must-have for larger companies that deal with thousands of transactions a day, but it’s a relatively well-kept secret when it comes to smaller and medium-sized businesses.


Accounts Payable Outsourcing

Should You Outsource Your Accounts Payable Department?

Outsource your accounts payable department. Companies that prioritize accounts payable use automated systems and research-proven best practices to deliver satisfactory and timely payments every single time.


Self-Billing

What is Self-Billing?

Self-billing is a financial agreement between a customer and a supplier. In most cases, it involves the customer preparing the invoice and sending it, along with the payment, to the supplier.


AP Audit

Understanding Your Accounts Payable Audit

Properly conducted audits are critical for the performance of your accounting department and the health of your company as a whole. Using the right AP procedures ensures the finance department is accurate, transparent, and highly efficient.


AP Process

Is The Accounts Payable Process Slowing You Down?

E-procurement software is being adopted by more and more forward-thinking businesses every year. But it’s vital that you keep a few best practices in mind when considering automating your procurement process.


(copy) 8 Clues It's Time to Escape Your Bank - EM

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Procure-to-Pay: Here’s What You Need To Know 6

Procure-to-Pay: Here’s What You Need To Know

E-procurement software is being adopted by more and more forward-thinking businesses every year. But it’s vital that you keep a few best practices in mind when considering automating your procurement process.


Payoneer vs. Hyperwallet vs. Tipalti: Scaling Mass Payments in the Digital Economy 7

Payoneer vs. Hyperwallet vs. Tipalti: Scaling Mass Payments in the Digital Economy

When shopping for a mass payment processor, businesses often compare Payoneer, Hyperwallet and Tipalti. Let’s take a closer look at the features of these platforms and how they meet the needs of companies in the digital economy and their capacity to…


Payment Rails: Banking Rails for Global Commerce 8

Payment Rails: Banking Rails for Global Commerce

In the simplest possible terms, a payment rail is any form of digital infrastructure that transfers money from one individual or business to another. The fintech community refers to payment rails as being on “the far side” of a payment……


8 Clues It's Time to Escape Your Bank - EM

Banks can provide a wealth of knowledge in many areas, but navigating the nuances of the payables workflow is simply not their expertise. The new white paper, 8 Clues It’s Time to Escape Your Bank, reveals how to overcome the gaps in your banks…


8 Clues It's Time to Escape Your Bank

Banks can provide a wealth of knowledge in many areas, but navigating the nuances of the payables workflow is simply not their expertise. The new white paper, 8 Clues It’s Time to Escape Your Bank, reveals how to overcome the gaps in your banks…


guide to NetSuite Modules

The Ultimate Guide to NetSuite Modules

NetSuite ERP and NetSuite CRM are very useful, every company has unique needs and these two packages are often not enough by themselves to satisfy every need that companies have. For this reason, NetSuite offers modules which contain software to…


Your Getaway from Manual AP 9

Your Getaway from Manual AP

For many small businesses, using Bill.com is an easy way to pay suppliers and send invoices to get paid. But as your business grows, so do your bill and payment needs. Read this eBook, Five Signs That You’re Outgrowing Bill.com, to see if it’s time…


The Last Mile of ERP 10

The Last Mile of ERP

ERPs are essential for tracking finance and accounting, but they don’t manage the AP function from end-to-end. This is the main reason AP is consistently ranked by financial executives as the single most time-consuming function in finance. Beyond…


Executive Voices: Perspectives for the Global Business 11

Executive Voices: Perspectives for the Global Business

As growing businesses increasingly go global, the role of currency conversion and FX management becomes even more meaningful to the bottom line.In our new white paper, Currency and FX Management Challenges in Payables, we discuss scalable approaches…


Currency and FX Management Challenges in Payables 12

Currency and FX Management Challenges in Payables

As growing businesses increasingly go global, the role of currency conversion and FX management becomes even more meaningful to the bottom line.In our new white paper, Currency and FX Management Challenges in Payables, we discuss scalable approaches…


How Digital-First, Hyper-Growth Businesses Scale Payables 13

How Digital-First, Hyper-Growth Businesses Scale Payables

One goal for every serious digital-first business is to streamline to scale. These businesses are often multi-sided - external partners make up much of their offering. Whether they’re content creators, influencers, gig workers, or suppliers,…


How Faster Mass Payments Are Changing Programmatic Marketing For The Better 14

How Faster Mass Payments Are Changing Programmatic Marketing For The Better

Programmatic marketing has revolutionized the way brands advertise their products. With the ever-changing digital landscape and modern technology, advertisers are able to distribute their ads to their target audiences quickly, efficiently, and…


Global Publisher and Affiliate Payment Satisfaction for AdTech and Media 15

Global Publisher and Affiliate Payment Satisfaction for AdTech and Media

Differentiation is essential when competing against the plethora of networks out there. Publishers have options, so it’s not just about growing your network, but maintaining or enhancing the relationships with the high caliber people already in……


AP automation

Five Signs You're Ready for an AP Transformation

As businesses grow, processes that once worked can become cumbersome and inefficient. Determining when to update processes is difficult given the many priorities finance juggles.


How Hyper-Growth Networks Solve Publisher Payments 16

How Hyper-Growth Networks Solve Publisher Payments

AdTech remains one of the most critical enablers for internet commerce and digital media, and publisher payments an essential component of AdTech. So, what are networks doing to optimize their results, and how are they using their payments as a…


What Exactly Is A W-8BEN-E Form, and How Does It Impact Businesses? 17

What Exactly Is A W-8BEN-E Form, and How Does It Impact Businesses?

W-8BEN-E is an important tax document which allows businesses operating outside of the U.S. to claim tax exemption on U.S.-sourced income. The official document title is Certificate of Status of Beneficial Owner for United States Tax Withholding and…


invoice automation

What Is A Demand Side Platform and How Does it Work?

The world of digital advertising is constantly shifting to reflect new advances in ad tech. Demand Side Platforms (DSPs) are quickly taking center stage in the realm of modern advertising. But why?


QuickBooks eBook 18

QuickBooks eBook

QuickBooks is a great accounting platform but for growing companies, accounts payable challenges exist. This guide identifies QuickBooks challenges and how to solve them.


Best Ways to Make Commission Payments to Affiliates and Influencers 19

Best Ways to Make Commission Payments to Affiliates and Influencers

Affiliate commission payments are more than the dollar amount. A successful affiliate marketing program uses streamlined businesses processes to build and maintain publisher relationships. A mass payment platform empowers managers to take on the…


Payables Nation Roadshow—New York—Foursquare and Zola 20

Payables Nation Roadshow—New York—Foursquare and Zola

Tipalti took its Payables Nation Roadshow to New York where we caught up with Mich McGrath, Finance & Accounting Manager at Foursquare, and Shayon Donaldson, Accounts Payable Manager at Zola.


cross-border payments

How to Handle Cross-Border Payments in 5 Easy Steps

Expensive payment fees, time-consuming tasks, and slow payments are the results of inefficient cross-border payment practices. Keep reading to learn how to handle cross-border payments in five easy steps.


global payments processing

Important Things to Know About Global Payments Processing

It is essential to look for a global payments processor that supports a vast range of localized payment methods. Keep reading to learn more about various aspects of global payment processing.


international money transfer

5 Things to Know Before Making an International Money Transfer

Did you know that you can make an international payment using a local bank transfer? Keep reading to learn how to deploy an efficient international money transfer process.


cross border payments

The Ultimate Guide to Cross-Border Payments

With a solid cross-border management strategy, businesses can achieve a greater ROI, dedicate fewer of their operational resources to the accounts payable (AP) department, gain better control over international transactions, leverage advanced…


make global sepa payments

SEPA Payments

Choosing a global payment platform that automates cross-border transactions can improve your bottom line, enhance compliance, and simplify your ability to get funds to your suppliers on time, every time. Keep reading to learn more how making SEPA…


ach payment transfer

7 Simple Ways to Learn About ACH Payment Processing

There are numerous ways to learn about Automated Clearing House (ACH) payment processing. We’ve put together an easy-to-understand guide you can turn to when you have questions about ACH payments. Keep reading to learn more.