Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I download a PO report?: 000003597

Article Number: 000003597

You have the ability to download purchase order reports directly from the portal. You have two ways to download a PO report:

 

To download all of your POs into a spreadsheet or PDF:

1 - Log into the Home page.

2 - Select your customer. 

3 - Click My POs from the Quick Access Links.

4 - Click Download List next to the refresh button.

User-added image

5 - Selecting the Current Page will download a report based on your PO search results page. Selecting All will give you all of your available POs. 

6 - Choose what format you want your report in CSV, PDF, or XML.

 

User-added image

7 - Click Download

8 - The report will download to your local folder. 



To download a single PO: 

1 - Go to My POs.

2 - Search for the PO number.

3 - Select the PO number then select Attachments.

User-added image

4 - Select the File Name to download the PO image.

User-added image


Was this article helpful?

   

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 deactivate users?: 000003731

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

Q. How do I download a PO report?: 000003597

You have the ability to download purchase order reports directly from the portal.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

Q. How do I download an invoice report?: 000003586

Save a copy of your invoice to a local folder.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It