Tipalti Procurement

Employee Purchasing Portal

• Simple, customizable purchase request forms for easy employee adoption
• Receipt management to allow requestors to indicate whether they’ve received their good or service purchased
• Integrate with Slack for a modern purchasing experience including automated notifications, streamlined approvals, and faster turnarounds
• Inline communication to allow requesters and approvers to send messages and consult with other professional functions outside of the approval flow

Advanced Approval Management

• Flexible rule-based approval management for automated routing tailored to company policies
• Customizable, self-service supplier registration forms and specified approval routing rules
• User permission management to control who can approve spend and take advanced actions in the system
• Activity log with all actions and communications around a specific purchase order or supplier
  

Automated Data Sync

• Approved requests automatically open purchase orders on NetSuite, making 2 and 3 way PO matching easy for the AP team.
• Approval of new vendors automatically creates new vendor profiles with all accompanying data, on NetSuite.
• Line items marked as either partially or fully received will be automatically marked as received on NetSuite.
  

Tracking With Reminders, Reports & Dashboards

• Real-time budget information & spend pipeline tracking with dashboards for approvers to make better decisions across multiple subsidiaries
• Contract repository to keep track of terms and renewals for every supplier
• Data export for easy access to all purchasing and supplier data in CSV format, to support ad-hoc reports and decision making
• Data export for easy access to all purchasing and supplier data in CSV format, to support ad-hoc reports and decision making