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.
Follow to the instructions below to learn how to upload your Mexico SAT compliant CFDI invoice.
1 - Click on Create Invoice from the home page.
2 - Type the PO number that you wish to invoice in the PO number field and click on Find Purchase Order. Once you locate the PO, click Create Invoice to the right of it.
3 - Click on Select and Upload File to locate and upload the .xml file that contains your invoice data. File format must be SAT compliant CFDI. Maximum size is 19.0 MB. The uploaded data will automatically populate the invoice.
4 - Select the PO item(s) that you wish to invoice for each invoice line.
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.
Branch permissions allow account admins to give access to specific data in the portal.
Save a copy of your invoice to a local folder.
Manage your bank information through the portal!
Use the email notification settings feature to manage your email notifications.
Vanessa, Technical Services Manager