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Q. How do I download a payment report?: 000003471

Article Number: 000003471

You can download an XML, PDF, Excel, or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Use the Advanced Search option to further narrow your search criteria before creating a report. You can also use the other search filters:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released


Multiple Payments

Single Payments

 

Multiple Payments:

1 - Log into the portal and select customer.

2 - Select My Payments.

3 - Select Download List.

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4 - A pop-up window will come up. Select how much you want to see and the report type.

  • Current Page - Generates a remittance report with all linked invoices for the current page you are on. If you go to page 3 and select "current page", it will print payments on page 3.
  • All - Prints a report of all available payment remittances. The report may not generate immediately depending on how big the report is. The portal will notify you by email once the report is ready for download.​

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Single Payment:

1 - Select the payment remittance number in question from My Payments.

2 - The remittance details window will pop up. Select Download. Select what file type you would like the report to be and select Download.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

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

Manage your bank information through the portal!

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

You can manage your account users in the portal and provide different levels of access.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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

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

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

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.

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

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