Taulia experience center
SUPPLIER SUPPORT SERVICES
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.
Note - This feature may not be available in your portal.
PO Confirmation/Acknowledgement is a feature that allows you to tell your customer if you are able to deliver the goods/services requested from the purchase order. For example, you could confirm or change the quantity/delivery dates of each PO line item.
Please do the following to start the PO confirmation process:
1 - Log onto the Home page of the portal.
2 - Click on My POs in the Quick Access Links.
3 - Search for desired PO number.
4 - Select the PO number that you want to confirm.
There are two types of PO confirmation which depends on your customer's customization of the portal. Select the version that applies to you:
Version 1 - The first type of PO confirmation will NOT allow you to submit an invoice unless the PO is confirmed. The PO details screen will have a Confirm PO or Dispute PO option. The Create Invoice option will only become available once the PO is confirmed.
Version 2 - The second type of PO confirmation will allow you to submit an invoice even before the PO is confirmed and the Create Invoice option will always be available. PO status "Unconfirmed" is also unavailable in the PO search field.
1 - Click Confirm My PO to confirm the details of the PO.
2 - The following fields are editable:
If you cannot meet the asking Ordered Qty or Delivery Date of the line item, you can edit the fields. For example, if the Ordered Qty is 100 but you can only confirm 50, then you will enter 50 under Confirmed Qty then confirm the PO. Keep in mind what the original Ordered Qty is.
IMPORTANT - If your customer decides to update the PO with new values after you confirm, you will have to re-confirm this PO again. You should also receive a "PO Confirmation Required" email notification.
3 - Once you confirm the PO, the Create Invoice option will become available. Click Create Invoice to start the invoicing.
Note - Although you can invoice a non-confirmed PO, it is best practice to submit your PO confirmation or dispute before creating an invoice.
1 - Select the PO number to view the PO details.
2 - Select Confirm/Dispute PO.
3 - From the PO Overview screen, enter:
4 - Select Submit Confirmations to send your acknowledgment. You can then proceed to invoice the PO line items that you confirmed.
You can manage your account users in the portal and provide different levels of access.
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.
Please note that only account admins have the ability to manage users and change user roles.
Information on how to enroll to start using Taulia.
Branch permissions allow account admins to give access to specific data in the portal.
Vanessa, Technical Services Manager