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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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TAULIA SUCCESS GUIDE

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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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