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.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
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Quickly download a large amount of invoice data using the invoice report feature. The report will contain:
You have two ways to download an invoice report:
To download your invoice information into a spreadsheet or PDF:
1 - Log into the portal and select your customer.
2 - Click My Invoices from the Quick Access Links.
3 - Click Download List next to the refresh button.
4 - Selecting the Current Page will download a report based on your invoice search results page. Selecting All will give you all of your available invoices.
5 - Choose what format you want your report in CSV, PDF, or XML.
6 - Select Download.
7 - The report will download to your local folder. If the report needs to query a large number of invoices, the report will be sent to your email when it is ready for viewing.
To download a single invoice report: (this feature may not be available in your portal)
1 - Go to My Invoices.
2 - Search for the Invoice number.
3 - Select the invoice number to open the invoice details then select Download.
4 - Select what file format you want then select Download.
Note: The report can contain no more than 10,000 line items. If you try to download a report that exceeds 10 000 line items, you will get an error.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
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.
Create an invoice against a PO through the portal.
Confirming or Acknowledging a PO from your customer.
Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.
