Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.
Searching for purchase order information in the portal.
Information on how to remove banking information in the portal.
Information on how Taulia supports e-invoicing globally.
Information why your invoice is showing 'In Process'.
Branch permissions allow account admins to give access to specific data in the portal.
Available portal features depends on what your customer enable for their suppliers to use in the Taulia portal.
Information containing possible reasons why an invoice submitted from Mexico is not accepted.
Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.
Tips and best practices on how to submit invoices electronically through the portal.
Information on how to upload invoices through the supplier platform using the Invoice Upload feature.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
In this article you will find main possible issues about two-factor authentication.
Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.
Information on how to check the status of invoices submitted using the Invoice Upload feature.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
Information on how to manage user access to your Taulia accounts.
Information on how to activate your account after you have been invited by your customer to use Taulia.
Information on how to add other customer accounts to your current Taulia account.
Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.
Information on when you should create an invoice against a PO.
Information about deleting an invoice in the portal
Learn how getting paid early can benefit your business.
Use Cash Planner to get paid early on your approved invoices.
Information on how to update your address data.
Information on how to print a copy of the purchase order from the portal.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.
Use the email notification settings feature to manage your email notifications.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Manage your bank information through the portal!
You can update the email address that you use to access Taulia.