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.
If the feature is supported by your customer, Taulia's Cash Planner can help you find invoices you can get paid early on to receive additional cash flow with the least possible discount. All you need to know is how much you need and when you need it. Cash Planner will search for approved invoices available for early payments that can deliver a certain amount of cash by a certain date. The returned invoices can then be requested for early payment in bulk.
Keep in mind that if your customer only allows the ability to select early payment for the next business date, then the Cash Planner feature will not be available to you.
Please do the following to use Cash Planner:
1 - From the homepage, select Cash Planner*.
Note - This Cash Planner amount should be used as an approximation. Please note also that if you have invoices in multiple currencies, the tool will return a number for only one currency, the one with the largest amount.
2 - Enter the following information:
3 - Select Run Cash Planner.
4 - Cash Planner will give you a list of invoices that have been approved for payment.
5 - Select the invoices you want to get paid early on by selecting the checkbox:
6 - Review the early payment summary then select Pay Me Early.
7 - Select Yes, send request to confirm submission.
The payment for the invoices you requested for early payment will be released on the date that you selected. The amount of time it takes to receive the payment will depend on your payment method or financial institution.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
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.
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.
Use the email notification settings feature to manage your email notifications.
In this article you will find main possible issues about two-factor authentication.
Vanessa, Technical Services Manager