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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Note - eFile suppliers submit invoices by EDI, CSV, XML or XLS. To learn more about mass invoicing, visit Taulia eInvoicing.
- Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing. If you do not see the invoice in the portal, this usually means an issue with the originating (csv, xls, xml, edi) file. The formatting may be wrong or it is missing required/mapped information.
- Read the report to determine what needs to be fixed before re-submitting the invoice.
- For EDI submitted invoices, keep in mind that receiving a 997 does not mean the invoice submission is successful. Always look at the invoice submission report to verify.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
