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Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

Article Number: 000003608

Note - This feature may not be available in your portal.

When viewing POs, invoices or payments in the portal, the default view is All Customers. This means if there are multiple branches/locations, the search result in the portal will be a mix of both. Use the Advanced Search feature to further narrow down your results.

  • Branch - Vendor number codes that are created by your customer for the business unit they work within your company​.
  • Customer - Business entities that your customer has enrolled your company in to transact with. These are also known as "company codes".

 

To search for POs by branch: 

1 - Log into the portal.

2 - Select your customer.


3 - Select My POs from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option. Not all customers will have items on this list. 

6 - Select Search.


To search for invoices by branch:

1 - Log into the portal.

2 - Select your customer.


3 - Select My Invoices from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option. Not all customers will have items on this list. 

6 - Select Search.


To search for payments by branch:

1 - Log into the portal.

2 - Select your customer.


3 - Select My Payments from the quick access icons.

4 - Select Advanced Search.

User-added image

5 - Select the Branch or Customer option as your search criteria. Not all customers will have items on this list.​

You can also use the other search filters:

  • Check Number - search for payment records using the check number
  • From Amount - search for payment using a range of payment amounts
  • Pay Date - search for payment using a range of dates that the payment was released


6 - Select Search.


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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 are the different PO statuses?: 000003622

Define what each PO status mean in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

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

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

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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