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.
SAP offers various options to allow you to transfer the text of the invoice to the text of the associated payment document. The standard field used for this is the header text field (BSEG-SGTXT) and a common practice is to identify relevant text for the payment document by placing an asterisk (*) at the beginning of the text.
Taulia offers similar options to enable the transfer of texts from paid invoices to your suppliers’ payment documents so they may see the comments on their Taulia account. A Taulia SAP Add-On configuration setting allows you to define if/how texts are transferred with payments from SAP.
Please find below instructions to check for info or steps to fix an issue
Send invoice text by doing the following:
1 - In SAP, enter transaction code /n/TAULIA/CT_CPTXT. If you are not able to access this transaction code, contact someone from your SAP technical team.
2 - The setting for Payment Text Handling will be one of the below:
3 - If No SGTXT extracted is set, contact someone from your SAP team to adjust the setting. This setting can only be adjusted in your SAP development system and transported through your system landscape.
4 - If Only SGTXT with * is selected, the invoice texts which begin with an ‘*’ (asterisk) will automatically be displayed to your suppliers in their Taulia account. This feature gives you the flexibility to control which information you convey to your suppliers. The text will appear in the Taulia Platform as a comment next to the relevant invoice in the payment details screen:
5 - If Always is selected, all invoice texts will automatically be displayed to your suppliers in their Taulia account. The text will appear in your suppliers’ Taulia account as a comment next to the relevant invoice in the payment details screen.
I have adjusted my configuration to send the invoice text. How can I add comments for my historical payments?
You will need to execute a retransfer of historical information to allow your suppliers to see comments on their historical payments. Follow the instructions here <Link to Taulia Mass Re-Transfer article> to execute a mass retransfer of supplier payment documents.
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.