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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. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

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

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

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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