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.
The Credit Note Blocking Solution is a solution used by Taulia to group and net invoices with credit notes on the Taulia platform. Please find below how it works:
1 - Documents (both Invoices and Credit Notes) are grouped by Supplier Relation and Currency.
2 - Credit balances are summed (past due, due now and due in the future). The solution takes the total balance of credits past due, due now and due in the future and sorts all invoices NOT blocked.
3 - Invoices are sorted first by due date (in ascending order) and then by amount (low to high).
Invoices with amounts up to and just over the total balance of Credit Notes are blocked from Early Payments.
Please note that The Credit Note blocking solution will re-evaluate the invoices offered for early payment every time a new invoice or credit note comes in, a new invoice or credit note is paid, and every day as invoices or credit notes become due.
The system algorithm is as follow:
Invoices that don't have an Early Payment Request are blocked using one of the three methods based on the characteristics of the Credit Notes:
1 - Credit Note Linked To A Specific Invoice: If Taulia recognizes the linkage between a credit note and an invoice, that linkage is used as the highest priority to block the linked invoice from Early Payment.
2 - Stand-Alone Credit Note (due immediately): Invoices are sorted by due date in an ascending order, and the soonest due invoices are blocked from Early Payment until all the credit balances are "used". If there are multiple invoices with the same due date, these invoices are further sorted by amount (small to large).
3 - Future-Dated Credit Note (with a specific due date): When possible, an invoice with the exact due date of the Credit Note is blocked from Early Payment. Otherwise, the invoice with a due date immediately AFTER the Credit Note due date is blocked. If the credit balance exceeds the invoice amount, the remaining credit is used to block additional invoice(s) until the credit balance is completely "used".
4 - A re-evaluation of the invoices offered for Early Payment is triggered every time a new invoice or credit note is received, as invoices or credits become due, or an invoice and credit is paid.
You can manage your account users in the portal and provide different levels of access.
Create an invoice against a PO through the portal.
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.
Use the "Send Message" option to quickly contact your customer through the portal!
If you are not able to find a PO in the portal, please contact your customer.
Enroll for mass invoicing.