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.
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The Taulia platform generates email notifications against certain activities from your account. You might receive an email notification when there is a new PO available, if there is a new payment, when there is an offer to get paid early, and more! The good news is that you can control most of the email notifications that come from Taulia. The only ones you can't control are notifications types necessary to the operations of your account.
You can manage your email notifications by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to Settings > Profile from the top right menu bar and select My Email Settings.
3 - You will see the My Email Types section where you can manage your email notifications. The available notifications you see are the email types* you can control:
*available email types depend on the features available to you on the platform
Email Setting Definitions:
Some options may not be available. Setting availability depends on your customer.
4 - Choose the email notification to activate/deactivate.
5 - Scroll to the bottom of the page and click Save Email Settings.
If you use the portal for more than one customer or you have multiple supplier accounts from your customer, you can also opt in/out of email notifications from each of the supplier branch/account you have:
1 - From the My Email Settings page, you will see a list of your customers under the My Customers section.
2 - Select the customer you want to manage the email notifications for. You will then see what branches within your customer that you have access to:
3 - Choose to activate/deactivate the email notifications from each branch. If you turn off the notification from the branch section, you will not receive any notification emails for that branch based off the settings you have from the My Email Types section. For example, if you have New Purchase Order notification disabled, you will not be notified if there is a new purchase order from the customer branch you disabled.
4 - Select Save Email Settings when you are satisfied with your email settings.
If you have other questions or issues related to email notifications, please contact Taulia Support.
I disabled all my email setting options but I am still receiving notifications. Why?
There are email notifications that you cannot control/disable for as long as your account is active. These are email notifications that are important to your account. Some samples of the email notification types you can't disable are:
What email notifications should I enable?
You should enable email notifications based on your needs. If you work in fulfillment, you may want to have New Purchase Order notifications enabled. If you work in AR, you may want to have Invoice Rejected notifications enabled. The email notification types available to you in the platform depends on the features your customer offers through Taulia.
Do I need to do anything when I receive an email notification?
The purpose of the email notifications is to inform you of the activities in your account. You have the choice to disable these notifications. What you do with certain email notifications depends on your customer's business processes. For example, some customers deliver POs through Taulia for invoicing purposes only. This means suppliers don't fulfill new PO notifications they receive through Taulia. On the other hand, some customers use Taulia for fulfillment and invoicing purposes. Suppliers use Taulia to get notified of new POs and use Taulia to electronically invoice against a PO.
Branch permissions allow account admins to give access to specific data in 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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
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.
Vanessa, Technical Services Manager