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.
Because Taulia is connected to your customer's procurement system, purchase orders are immediately available in Taulia as soon as they are available. They typically arrive with New status. You may also see a historical list of your other purchase orders in the portal as configured by your customer. If you are not able to find a particular PO that you are expecting to be available, please contact your customer.
Follow the steps below to search for your purchase order:
1 - Log into the Home page of the portal and select your customer.
2 - Click on My POs in the Quick Access Link section. You can also select Purchase Orders from the top menu.
3 - Search for your PO by PO number or search by PO Status.
4 - Select Find Purchase Orders.
From the search results, you will see the following information PO information:
If you have questions or concerns regarding the details of your purchase order, please contact your buyer. If you are not able to find your purchase order, see Q. My purchase order is missing. Who should I contact?.
Who creates the POs found in my account?
Your customer or buyer creates the PO details. Taulia will never create a PO on behalf of your customer. If you have questions or concerns regarding the details of your purchase order, please contact your customer directly.
Should I fulfill the purchase order received through Taulia?
It depends. Some customers use Taulia for invoicing or confirmation purposes only. Some customers expect their suppliers to fulfill orders received through Taulia. If you are unsure about the process, please contact your customer.
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.
You can manage your account users in the portal and provide different levels of access.
Use Cash Planner to get paid early on your approved invoices.
Create an invoice against a PO through the portal.
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.