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Q. How do I resize my invoice attachments?: 000003319

Article Number: 000003319

Before you begin, please check the file extensions allowed in the attachments pop-up window for the file types supported.
 

If you're using a Mac:

  1. Find the attachment on your desktop or folder
  2. Right click on the file and choose 'get info'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

To resize a PDF over 5mb:

  1. Right click on the file and open with preview
  2. Find the required pages to attach from the thumbnails section
  3. Drag the pages to your desktop

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 If you're using a PC:

  1. Find the file on your desktop or folder
  2. Right click on the file and choose 'properties'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

 To resize a PDF over 5mb:

  1. Download a free application called PDF Creator if you do not have it installed already
  2. Open the file
  3. Click on print file
  4. Choose pages you want to print then save

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 

Once you have consolidated your data, please save as one of the supported file formats listed on the attachments pop-up window.

 

 


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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. What is my vendor number?: 000003517

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

Q. Why was my invoice rejected/voided?: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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