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.
From time to time, you might need to send an announcement to provide important information to your suppliers when they login to the Taulia Platform. Some common reasons to send an announcement are as follows:
Set up and view announcements by doing the following:
1 - From the Buyer UI, choose Suppliers > Announcements:
The available statuses are:
2 - To view an existing announcement, just click on the title.
3 - To create a new announcement, you can either clone an existing announcement or create one from scratch. To create a new announcement from scratch, click Create Announcement.
4 - Enter a title for the announcement. The title is used for identification within the Buyer UI only and is not shown to suppliers. Click Create Announcement.
5 - Select whether you would like to send your message to all suppliers or if you prefer to upload a list of supplier recipients. If you chose to upload the supplier list, note that numerical supplier numbers shorter than 10 digits should be entered along with leading zeros to create a .csv file of 10-digit supplier numbers. Non-numerical supplier numbers can be entered as-is.
6 - Enter the subject of the announcement and the message body. The Message section provides various editing features, enabling you to customize the formatting of the announcement.
7 - Upload an attachment if needed.
8 - Enter the validity date range for the announcement under Scheduling. This announcement will be published to all suppliers with enrolled accounts during this period. After the announcement is published to the supplier, it will remain visible until they view it (which may be past the end date).
9 - Specify whether the announcement will require acknowledgment or not. If you select the Request Acknowledgement of the Announcement checkbox, a report of the suppliers that acknowledge your announcement will be provided in the main Announcements screen. You can also optionally select options to:
10 - When you complete all steps you will see a preview of the announcement at the bottom of the page.
11 - If you are not yet ready to activate the announcement, choose Save as Draft. The announcement will be saved and ready to be retrieved from the main Announcements page at a later date.
12 - Once everything looks fine and ready to be activated, choose Publish, and the announcement will be active starting at the beginning of the date range specified in the Scheduling section.
Taulia announcements are a great way to mass communicate with your active suppliers without spamming them with emails. For formal communications, it is still advisable to email your suppliers directly and use Taulia announcements as another type of reinforcement.
I want to limit my announcement to suppliers from certain countries. How can I do that?
Extract the relevant supplier numbers from that country from your ERP system. Follow the instructions in step 5 above to upload the list in the Recipients section of the announcement creation page.
Will the announcement automatically be translated into different languages?
Taulia provides the announcement to the supplier as-is. Therefore, if you need the announcement to be available in various languages, you must provide all of the translations within the announcement. You can use the anchor editing feature to provide an anchor link at the top of the announcement, allowing the supplier to navigate to the appropriate language right away.
Why don’t I see any results on the announcement report?
The report will only have results when the announcement has the Request Acknowledgement of the Announcement checkbox selected and if some suppliers have clicked on the acceptance buttons.
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.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
If you are not able to find a PO in the portal, please contact your customer.
Use the email notification settings feature to manage your email notifications.
Use the "Send Message" option to quickly contact your customer through the portal!