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Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Article Number: 000003338

An invoice will not be created simply by attaching it in the portal. Taulia is a technology platform that automatically places invoice fields directly in your customer's account system, in real-time.  For this reason, you will need to create the invoice through the portal by following the invoicing features that may be available to you:

PO Invoicing
Non-PO Invoicing
Invoice Upload

If your customer allows mass invoicing via EDI, XML, PDF, or other formats, please contact them directly to find out if you are eligible for Taulia's eFile or eSend program. See Q. How do I enroll for eFile or eSend? (mass invoicing) for more information.

 

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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 check the status of my invoice?: 000003536

Check the status of your invoice.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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