Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
Invoices submitted through the portal passes through certain validation checks. If any of the required validation fails, it will flag the invoice as Incomplete.
Note - It is important to monitor invoices with an incomplete status. It requires additional attention before it can be resubmitted. Unless otherwise stated below, you can contact Colgate-Palmolive AP if you have questions. Use the Send Message feature on an existing invoice to contact AP.
1 - From the homepage, select My Invoices.
2 - Sort for invoices with an Incomplete status using the Invoice Status search option.
3 - If any, you will see invoices with an Incomplete status. Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.
Below is a list of possible reasons why your invoice has an Incomplete status and how to fix it:
"Please provide valid Colgate Requestor email address" ==> For non-po invoices. Check the "Requestor" field and make sure that the email address is a valid Colgate-Palmolive email domain.
"Invoice Type Normal/MRKO/FREIGHT/ERS is not allowed" ==> This means the company code you are invoicing does not allow the Invoice Type that you selected. Check the Invoice Type field again. Click here for more information about Invoice Type and additional requirements.
"Only <Currency> permitted for this business unit" ==> For Non-PO invoices, only currency agreed upon with the suppliers are allowed. Others will be rejected. Please contact AP if you need additional information.
"Valid PO and PO line is required for Freight/ERS invoice" ==> This means that your non-po invoice is missing PO info in the line item based on your Invoice Type selection. Click here for more information about Invoice Type and additional requirements.
"Valid Freight Expense Type required for Freight invoice line"==> For Freight type invoice, from Non-PO invoice section, the Expense Type info selected on the invoice line item is not accepted. Contact Colgate-Palmolive AP.
"Delivery Note or Bill of Lading is mandatory for this type of invoice"==> Direct PO Invoice requires the Delivery Note or Bill of Lading for three-way matching purpose. Please provide the Delivery Note or Bill of Lading on the invoice line item(s).
"Incorrect Unit Price item <invoice item number>"==> This may happen when you mix up the amount and unit price. Please change entries for unit price and amount, e. g. instead of 1pc for 1,000€ put 1,000pcs for 1€.
"Please submit Invoice using POs unit of measure" ==> Your invoice's Unit of Measure has to have the same UoM as the PO's Unit of Measure.
"Line Item Date is mandatory for this type of invoice" ==> MRKO or ERS Invoice is missing line item's Service Start Date and/or Service End date on the invoice line item(s).
"Taxes are not allowed for this purchase. Please contact the PO Requestor" ==> PO invoice has tax, but PO is not set to accept tax.
"Greentax is only allowed for Italy Business Unit" ==> Greentax Special charges are only allowed for Italy invoices.
"Rounding is only allowed for Italy Business Unit" ==> Rounding Special charges is only allowed for Italy invoices.
"Invoice Freight and Handling Charges exceeded the tolerance amount" ==> If you are using the Additional Items feature to include other charges, this means your charge exceeds the special charges tolerance. Contact Colgate-Palmolive AP.
4 - After you determine or fix the cause of the issue, select the gears icon then select Complete. This will then take you back to the invoice creation screen which will allow you to make corrections, and allow you to re-submit the invoice.
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.
In this article you will find main possible issues about two-factor authentication.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.