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.
Taulia’s liquidity controls for dynamic discounting allow you to control the amount of working capital deployed into your Taulia Early Payment program. Liquidity limits can be used to control the size of your entire DD program, by business unit, or by the supplier and can be set to only apply at certain times of year (ex. quarter or year-end).
Each time a supplier takes an early payment, the amount of that early payment is tracked as part of that asset until the invoice reaches its maturity date, at which point it is removed.
These liquidity limits are systematically enforced, stopping suppliers from taking early payments when the limit is reached. Early payments are tracked in real-time and converted across currencies to ensure the limit is not exceeded. Each time a supplier takes an early payment, the amount of that early payment is tracked as part of that asset until the invoice reaches its maturity date, at which point it is removed. These liquidity limits are systematically enforced, stopping suppliers from taking early payments when the limit is reached. Early payments are tracked in real-time and converted across currencies to ensure the limit is not exceeded.
Liquidity Limit Example
Here is a simplified example of how the limits function:
1 - Assume a $100,000 limit is in place for a single business unit
2 - Today is January 1st
3 - A supplier takes early payment on an $80,000 invoice due February 10th
4 - Between now and February 10th, the supplier cannot take early payment on any invoice greater than $20,000
5 - On February 11th, the full $100,000 is available again
Creating a Liquidity Limit
1 - From the homepage, select Payables > Liquidity Limits
2 - Select the Add New Limit button
3 - Enter the currency and amount of the limit
Note: The limit will be applied to all invoices that fall within the constraints of this limit, regardless of their currency. The currency here is used as the baseline for tracking the asset, all invoices are converted to this currency when tracking the limit.
4 - Select which entities the limit applies to
5 - Select date restrictions:
6 - Provide a name for the liquidity limit and save it. The limit can be saved in a “Disabled” or “Enabled” state:
Viewing and Tracking Liquidity Limits
By default, the liquidity limits are all displayed in a table on the main Liquidity Limits page. In addition to viewing the attributes and constraints of the limit, you can see the current size of the limit through the progress bar. When hovering over the progress bar, a chart is displayed depicting this limit (or assets) size over time.
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.
Information on how to update your address data.
Manage your bank information through the portal!
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.