Connecting Payees To Tipalti

https://helpdesk.revelator.com/support/solutions/articles/69000851192-connecting-payees-to-tipalti

In order to make payments to your payees using Tipalti, make sure you have completed the Tipalti Connection on your Payor Account FIRST. Failure to connect as a Payor to Tipalti before your Payees, may prevent connection for your payees to load correctly, blocking your ability to make payments to them. Once your Tipalti Payor Connection is complete, make sure that your Payees sign up for and Connect to Tipalti using the following instructions, and then set Tipalti as their Payment Preference within Revelator Pro. Only after all of these steps are complete, will you be able to make payments to these Payees, using Tipalti.

Connecting a Payee to Tipalti 1. From the Payee Portal, select Account, then select Payee settings. 2. Select Tipalti as the payment method in the dropdown list. 3. Complete the required fields on all pages and remember to press Save at the end. 4. Completion of Step 4 of the Sign-up wizard is completion of their Tipalti Payee Connection.

Note: There is currently no way for Payors to know if a Payee has completed their Tipalti Payee Connection. A hotfix is currently planned for this feature. In the meantime, ensure you instruct your Payees to complete all of the steps in this procedure, to prevent possible payment issues. After your Payee completes their Tipalti Connection, they must return to the Payee Portal and set Tipalti as their payment choice, as described in Setting Tipalti as the Payment Preference for New and Existing Tipalti users.

Setting Tipalti as the Payment Preference for Payees

This article explains how to set Tipalti as the payment preference for both New and Existing Tipalti users within Revelator Pro. Note: Existing Tipalti users (Payees) must follow the order of the steps described below for Existing Tipalti users to connect your Payor Tipalti account with their existing Tipalti (payee) account so you can make payments to them. If an Existing Tipalti user (Payee) attempts to complete this setting before you have finished your Payor Connection to Tipalti, the integration will not work and the Connection will need to be refreshed. Setting Tipalti as the Payment Preference for a Payee (New Tipalti Connection Account):

1. Login in to their Payee account.

2. From the Home page, select Profile page (second icon in the left side menu) and select Payee Settings.

3. Each Payee must complete ALL of the Payee Details fields.

4. Select Tipalti from the drop down menu of the Payment Method section. 5. Remember to click SAVE once all the required information is entered. Setting Tipalti as the Payment Preference for a Payee (Existing Tipalti Connection Account):

BEFORE instructing a Payee to begin this process, make sure your Tipalti Payor Connection is COMPLETE. 1. Log in to their Payee account.

2. From the Home page, select Profile page (second icon in the left side menu) and select Payee Settings.

3. Select Tipalti from the Payment Method drop down menu.

4. When Tipalti is selected, and the Payee has an existing Tipalti connection, all information will prefill the rest of Tipalti Payee Connect form.

5. Make sure to click SAVE when complete. Congrats! You now know how to make sure your Payor Tipalti Connection is complete, your Payees create Tipalti Connections and set their Payment Preferences in Revelator Pro. You're ready to Make a Payment to a Payee Using Tipalti!