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.
Easily submit your non-po based invoices through the Taulia platform. Because Taulia is connected to your customer's accounting system, invoices submitted through Taulia are received by your customer in real-time. With Taulia, invoice submission is fast and easy.
For information on how to create a PO based invoice, see Q. How do I create an invoice from a purchase order (eFlip)?
Before you get started, please take note of the following:
Follow these instructions to create a non-po invoice:
1 - Click on Create Invoice from the home page.
2 - Click the Create Non-PO Invoice button in the top right-hand corner of the Create Invoice screen.
3 - If your company and customer has multiple branch/locations, you may be asked to select from the following fields:
Select the correct Supplier information where the invoice is coming from. You may also select the customer location you are invoicing from the Customer option. Select Create Non-PO Invoice to continue.
Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what you have in your non-po invoicing screen.
4 - Now that you are in the non-po invoice creation screen, enter the following invoice header information:
5 - Fill in the invoice line item details:
6 - If you need to add more line items, select Add Line.
7 - At the bottom of the invoicing screen, enter the following information:
8 - Click Submit Invoice
9 - You can track the status of your invoice through the My Invoices section of the portal. Click here to 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.
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.
Create an invoice against a PO through the portal.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
You can update the email address that you use to access Taulia.
Vanessa, Technical Services Manager