Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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Home / confirm
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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can manage your account users in the portal and provide different levels of access.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
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.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Information why your invoice is showing 'In Process'.