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.
Note - This feature may not be available in your portal.
Branch permissions allow account admins to manage the access to various areas in the portal based on the branches that are assigned to a specific user. This allows account admins to better control the information other users can view and the operations they can perform.
For instance, If you want some users to only see POs created for a specific branch, you can use this feature to control that access. To see a complete list of how branch assignment is enforced, click here. If you have users reporting that they are not able to see certain information in their account, it could be because of the branch assignment rules being enforced.
Admins can configure user branch assignments by doing the following:
1- Log onto the Home page of the portal.
2 - Go to Settings > User Manager (menu bar on the top right).
3 - Scroll down to the Update Users section to see the list of users.
4 - Find the user to configure the branch assignment for. Under the Branches column, select the Branches link.
5 - From the Branch Assignment section, select which branch/branches you want the user to have access to. Selecting All Branches will provide access to all available data in the portal.
When setting preferences for their notifications, users will only be able to choose only among branches they have access to.
No transactional emails would be sent to users that don't have access to the supplier branch the transactional data is related to.
Branch permissions are enforced on the Purchase Orders.
Latest POs on the home page is filtered based on the assigned to the user supplier branches.
PO URL for POs from supplier company branches the supplier user does not have permissions to see are not accessible.
The home page, Latest POs List displays only POs from supplier company branches the user is allowed to see.
Search by PO on My Purchase Orders page displays only POs from supplier company branches the user is allowed to see.
Advanced Search on My Purchase Orders page shows only the accessible supplier company branches as values in the Branch drop-down field.
Search by PO on Create Shipment Notice/ Create ASN displays only POs from supplier company branches the user is allowed to see.
Search by PO on My Shipments displays only POs from supplier company branches the user is allowed to see.
Search by PO on Create Invoice and Create Credit Note pages display only POs from supplier company branches the user is allowed to see.
Branch permissions are enforced on the Invoices:
Invoice search returns only invoices for the assigned to the user supplier branches.
Advanced Search on My Invoices page shows only the accessible supplier branches as values in the Branch drop-down field.
Access a direct URL for an invoice is successful only if the supplier branch is assigned to the user opening the page.
Pending Review page returns invoices for the assigned to the user supplier branches.
Prevent users to access direct links for documents that are not relevant for the branches allowed.
When submitting a Non-PO invoice and Non-PO credit note, the Supplier Company selection is restricted by the allowed supplier branches for the user.
PO-based invoices: If a user has access to the PO based on allowed branches they can flip it.
Document search is restricted by the assigned to the user supplier branches.
Document access is restricted by the assigned to the user supplier branches.
Advanced Search on My Payments page shows only the accessible supplier company branches as values in the Branch drop-down field.
Quick Links (homepage)
Quick Access links bar on Supplier Home page shows the last documents available for the supplier with link to them. This information is filtered by the assigned to the user supplier branches as well.
Messages and Notifications
“My Messages” section on the home page is restricted based on the assigned to the user supplier branches.
“Recent Notifications” section on the home page is filtered based on the assigned to the user supplier branches.
Messages menu and page are filtered based on the assigned to the user supplier branches as well. Messages menu is shown only for supplier users that have notifications for the branches assigned to them.
Supplier Details Management
SIM details such as Address, Tax ID, Bank Info, Certifications, Contacts, Compliance Settings are restricted per branch.
When managing the information in these pages, the supplier branches listed in the drop-down fields is restricted by the supplier branches assigned to the user.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through the portal!
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.
Enroll for mass invoicing.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Vanessa, Technical Services Manager