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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Note - This feature may not be available in your portal.
When creating a PO or Non-PO invoice, your customer may require you to attach supporting documentation with the invoice you are submitting through the platform. This is usually a copy of your original invoice from your accounting system.
Please note that your customer may only accept specific file types. Hover over the tooltip (?) to see what type of file extensions you can attach. The most commonly accepted file extensions are .doc or .pdf.
You can attach your supporting documentation to your invoice by selecting Upload Attachment at the bottom of the invoice creation screen.
Additional FAQs
How many supporting documentation can I attach?
You can attach multiple documents as long as they are under 20 MB each. You can also attach a single document with multiple pages. We advise that you only include supporting documents that are related to the invoice you are submitting.
Can I just attach a copy of my invoice instead of having to re-enter the invoice details in Taulia?
When creating and submitting an invoice through Taulia, your invoice details are automatically parsed into your customer's accounting system. This helps to accelerate the review and approval of your invoice; therefore, you will not be able to simply attach a copy of your invoice through the Taulia platform.
Is there a way to submit invoices en masse?
If you are searching for a specific invoicing feature to upload your invoices en masse through pdf, CSV, and other formats, please check Invoice Upload, eFile, or eSend for more information.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
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.
