Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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There are initial validations that invoices submitted through Taulia need to pass upon invoice submission. If you submit an invoice but it is returned to you with an Incomplete status, it means it did not pass certain validations rules set by your customer. The "Incomplete" status is designed to help you make corrections early in the invoice submission process. This could prevent any delays in processing your invoice. Some "Incomplete" reasons are:
Due to the multitude of reasons that customers have that could cause the invoice to go to an "Incomplete" status, Taulia cannot list all the possible reasons that will result in your invoice going to an incomplete state. Carefully read the exact reason why your invoice was not accepted as you must fix the issue first before re-submitting the invoice. If the reason is related to missing information in the invoice, you can make corrections to the invoice and re-submit the invoice for processing.
You can check the reason why your invoice is showing "Incomplete" by doing the following:
1 - Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.
2 - Select the gear icon next to the invoice in question. You will have these options:
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through the portal!
You can update the email address that you use to access Taulia.
Information on how to update your address data.