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.
Easily submit your 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 non-po invoice, see Q. How do I create a Non-PO invoice (eForm)?
Before you get started, please take note of the following:
Follow these instructions to create an invoice against a purchase order:
1 - Click on Create Invoice from the home page.
2 - Search for the PO that you need to create an invoice against using the search feature. Select the PO number.
3 - After selecting the Purchase Order number, you will be shown the PO details. You can:
Keep in mind that each customer has their own invoicing field requirements. The following instructions may not fully reflect what fields you have in your invoicing screen.
4 - Fill out invoice creation fields:
5 - Review the line item details of your invoice. Note that you cannot invoice PO line items with zero value. Select "X" remove the line item. You can also use the "X" option to remove line items you do not need to invoice or wish to invoice at a later date.
6 - At the bottom of the invoicing screen, enter the following information:
7 - Click Submit Invoice. You will then need to confirm your invoice submission.
8 - Once your invoice is submitted to your customer for review, you can track the status of your invoice through the My Invoices section of the portal. Click here to learn how to check the status of your invoice. Please note that Taulia does not review invoices submitted through the platform for your customer. The invoice reviewal process (approval, rejection, voiding) are typically owned by your customer's AP group.
Manage your bank information through the portal!
You can manage your account users in the portal and provide different levels of access.
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.
Use the email notification settings feature to manage your email notifications.
Branch permissions allow account admins to give access to specific data in the portal.
Quickly learn about Taulia and how to use it!
Vanessa, Technical Services Manager