Taulia Support

MOST VIEWED FAQ

Q. How do I add or update my bank account/information?: 000003497

Q. What are the different PO statuses?: 000003622

Q. How do I merge/combine my Taulia accounts into one?: 000003598

Q. How do I add or deactivate users?: 000003731

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

What are suppliers currently asking Taulia?

Who reviews our invoices?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

Does Taulia reject invoices?

No. The approval/rejection of invoices is owned by your customer.

Why did my customer reject my invoice?

An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

Why is it better to submit invoices through Taulia?

Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.

My invoice is showing "In Process". What does it mean?

It means your customer is reviewing your invoice. Contact your customer if you have questions.

Who creates purchase orders?

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.

My PO is incorrect. Who do I contact?

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.

Am I required to use Taulia?

We highly recommend using Taulia when invited by your customer to simplify your business transactions.

How do I gain access to Taulia?

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.

How does Taulia work?

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.

Can I combine different customer accounts?

Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

Can I delete user accounts?

You can only deactivate previously active user accounts.

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Home / invoice upload

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Results found for "invoice upload"
Within the category or categories: Support Categories: Enrollment Signing Up

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Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. What is the Invoice Upload feature?: 000008598

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.

Q. How do I check the history of invoices submitted through the Invoice Upload feature?: 000008599

Information on how to check the status of invoices submitted using the Invoice Upload feature.

Q. Why am I asked to upload a legal PDF invoice when creating an invoice?: 000008669

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.

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Tips and best practices on how to submit invoices electronically through the portal.

Q. How do I create a non-PO invoice for Mexico? (eMex): 000008009

Information on how to upload CFDI compliant invoices for Mexico.

Q. How do I create a PO invoice for Mexico? (eMex): 000008006

Information on how to upload CFDI compliant invoices for Mexico.

Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

Create a credit note for an invoice you have submitted.

Q. What is eSend?: 000003594

eSend allows you to email your PDF invoices to your customer.

Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. My invoice is showing a pending review status.: 000007549

Invoices with a pending review status requires additional action.

Q. How do I attach documents to my invoice?: 000003372

Attaching supporting documentation to your invoice.

Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.

Q. What tax document can I submit to my customer?: 000003521

Tax supporting documentation requirements.

Q. Why are my AR Financing invoices not available for early payment?: 000010710

This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

Q. How do I configure our invoice compliance details for Portugal?: 000008592

Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.

Q. What is the eFile invoice submission report?: 000003348

Explains how to use the invoice submission report when sending invoices through eFile

AR Financing Receivables Invoices: 000010698

Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

Q. How do I create a shipment notice? (ASN): 000003628

When enabled by your customer, you can create Advanced Shipping Notices within the Taulia Supplier Portal to more effectively receive and track shipments. Create ASN™ can speed up the goods receipt process, allowing your customer to more quickly approve y...

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MOST VIEWED FAQ

RECENTLY UPDATED ARTICLES

What are suppliers currently asking Taulia?

Who reviews our invoices?

Does Taulia reject invoices?

Why did my customer reject my invoice?

Why is it better to submit invoices through Taulia?

My invoice is showing "In Process". What does it mean?

Who creates purchase orders?

My PO is incorrect. Who do I contact?

Am I required to use Taulia?

How do I gain access to Taulia?

How does Taulia work?

Can I combine different customer accounts?

Can I delete user accounts?

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Results found for "invoice upload"
Within the category or categories: Support Categories: Enrollment Signing Up