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Q. How do I enroll for eFile or eSend (mass invoicing)?: 000003494

Article Number: 000003494

Taulia provides multiple methods that allow you to quickly and easily submit invoices to your customer with minimal effort:

  • eFile – Submit invoices via EDI. Automatically transmit invoice data from your accounting system in any standard format, or even in a custom CSV or XML format.
  • eSend – Email PDF invoices to your customer's eSend inbox. If any corrections are needed, you will be notified.

If you are creating invoices directly in the Taulia portal, you are already using eFlip™ (PO-based invoices) and eForm™ (non-po invoices)NO SETUP IS REQUIRED. You may continue using these features in your portal.

eFile™ and eSend™ require proper setup/implementation. To enroll, contact your customer directly to confirm your eligibility. 

Note: The required minimum for eFile™ is 1200 invoices per year


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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 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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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 my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. What is eSend?: 000003594

eSend allows you to email your PDF invoices to your customer.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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