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Q. What is the Requester Name/ Customer Contact field for non-PO invoicing?: 000003642

Article Number: 000003642

The Contact/Requester Name/Approver field is typically required when creating a non-po invoice. This tells your customer the name of the buyer you work with, and the reason for the invoice.

1 -  From the non-po invoicing screen, enter the name or email address of your buyer contact.

  • The field may be called Requester Name, Contact, Buyer, etc. depending on your customer.
 

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2 - When you enter their name or email address, some customers have a pre-populated list of contacts you can select from. 

  • If it does not load a list, feel free to enter the full name or email address of your buyer contact as this means the field is not linked to a contacts database.
 

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3 - If you are not able to find the correct contact from the list, try the following:

  • To search for John Smith by first name, enter: John *
  • To search for John Smith by last name, enter: * Smith
  • If you are not sure if it's Johnathan Smith, enter: John* (no space)

4 - If you are still not able to find the name of your contact, please contact your customer directly to report the issue.


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TOP FREQUENTLY ASKED QUESTIONS

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 change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 add or deactivate users?: 000003731

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

Q. How do I check the status of my invoice?: 000003536

Check the status of your invoice.

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