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Q. How do I check the history of invoices submitted through the Invoice Upload feature?: 000008599

Article Number: 000008599

Note - This feature may not be available in your portal.

Once you have submitted your invoices through the Invoice Upload feature, you can check the invoice upload history by going to the Invoice Upload History page. 



Check the invoice upload history by doing the following:

1 - From the homepage, select Invoices > Invoice Upload History.

2 - This page will have the following columns:

  • File Name: A link to the originally uploaded invoice file
  • Uploaded on: Date the file was uploaded
  • File Size: Size of the file
  • Uploaded by: Email address of the user that uploaded the file
  • # Successful: # of invoices that were successfully processed and submitted
  • # Failed: # of invoices that failed validation and were not submitted


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3 - Immediately after submission, while your file is being processed, you will see “In Process” displayed instead of a successful/failed count. Once processing is complete, you will receive a link to download a Submission Report. This will contain a list of the invoices from your file and whether or not each invoice was successful or failed. You can also select Download Submission Report. All failed invoices will include a reason or a list of reasons why the invoice failed.

For invoices that failed, the invoice submission report will show the invoice error. Read the error carefully to understand what needs to be done to successfully submit the invoice.

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Repeat the process above to re-submit the invoice.
 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I download an invoice report?: 000003586

Save a copy of your invoice to a local folder.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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