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.
There may be situations where you wish to remove a supplier from your Taulia EP program. Perhaps you have renegotiated terms with the supplier; or maybe you no longer wish to offer the benefits of your Working Capital solutions to a particular supplier. In any case, you can remove a supplier from your program by removing them from an active Early Payment group in SAP.
Deactivate a supplier from your EP program in SAP by doing the following:
1 - From the Taulia SAP Add-On, enter transaction code /n/TAULIA/EPASSIGN. If your EP groups are configured at the company code level, you will be prompted to enter the paying company code of the supplier.
2 - If you have a default EP group configured, there should also be an inactive EP group. This is the group used for deactivating Early Payments. This will appear with a red indicator on the left side of the screen.
3 - Specify the supplier number in the Vendor search field on the right and click Select to pull up the supplier.
4 - Highlight the row of the supplier and click Assign then double-click the inactive EP group. You may also drag and drop the supplier into the inactive EP group on the left.
5 - Click the Save button.
The supplier is now deactivated and will no longer receive EP offers on new invoices. This action will automatically trigger the removal of EP offers for historical invoices by retransferring their eligibility to the Taulia Platform. This may take several minutes to complete, depending on the volume of historical documents and your data transfer settings.
IMPORTANT! Please know that the above procedure is very resource-intensive and should be applied only in the cases of removing one or two suppliers. If you apply it to a group of suppliers it will likely cause errors including short dumps in your SAP system and time outs on Taulia side. Therefore, if you plan to remove multiple suppliers, please contact Taulia Support for assistance.
Why can’t I access this transaction in SAP?
You might not be authorized to execute the EP Group Assignment transaction. Contact your SAP security team or find someone else in your organization who has the authorization to assign suppliers to EP groups.
My supplier’s Early Payment offers are being auto-accepted and they want to opt out of this. Should I remove this supplier from the program?
Please advise your supplier to disable CashFlow within their Taulia account. This way, they can remain on the program and continue to opt-in for Early Payments on an as-needed basis.
How can I deactivate a supplier’s access to the Taulia Platform?
Generally, Taulia does not deactivate supplier accounts. Suppliers are entitled to see their historical data based on the Terms & Conditions they agree to when they register for their account. If there is a need to deactivate a supplier’s access, please contact Taulia Technical Services to evaluate the possibilities.
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.
In this article you will find main possible issues about two-factor authentication.
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 manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.