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.
Invoicing via the Taulia Business Exchange
Taulia provides three distinct invoicing services. These services can be combined based on the business need for the particular buyer-supplier relationship and jurisdiction.
1 - Data Capture - Taulia processes supplier invoice data across multiple channels and formats into the buyer’s data structure. The system performs business validations, instructing suppliers to make corrections as needed, and then transmits the results to the buyer ERP.
2 - Invoice Compliance Services - Taulia provides compliance services based on the requirements of the supplier and buyer jurisdictions, including content validations, post-audit, clearance and hybrid models. These services include digital signing, content validation and archiving services.
3 - Business Process Mapping - Taulia can build custom mapping solutions where a supplier’s invoicing process does not directly match the buyer’s approval requirements. This might include unit of measure translations (e.g. supplier invoices in pieces but buyer Purchase Order is in cases) and other process related mismatches. This service is offered for email and EDI invoices only.
Data Capture Services
Taulia’s Cognitive Invoicing captures invoices directly from suppliers and transmits the required data and supporting documents to the buyer’s ERP or workflow system in real time. This is the most efficient way to secure essential invoice data electronically. All of the Cognitive Invoicing channels (portal, email and EDI transmission) ensure required fields are complete and validate the data against the Purchase Order, where available, as well as any number of buyer business process validation rules. This helps AP and procurement departments process and approve invoices quickly and efficiently.
Data Capture by itself does not guarantee the creation of a tax-compliant, legal invoice. In jurisdictions where requirements exist for tax-compliant, legal invoices, the buyer and supplier remain responsible for gathering legal and tax advice to confirm that local restrictions do not prevent transmission of electronic invoice data in this manner. For those jurisdictions where simple data capture does not meet the legal threshold, the buyer must have a process in place to ensure that they will receive a legal invoice from each supplier, for example, in some countries a paper invoice may still be required.
The Taulia Business Exchange can enforce attachment of an additional document with instructions that this is to be the legal copy of the invoice, however the Data Capture service does not validate that the attachment is, in fact, a compliant legal invoice.
Taulia can provide many of the necessary components required for invoicing compliance in many jurisdictions. Taulia enforces validation mechanisms and partners with specialized service providers to support a variety of global compliance requirements. Taulia Compliance Services include content validation, digital signing and/or tax authority validation services to ensure authenticity and integrity of legal invoices and compliant archiving of these legal documents.
Content compliance with Taulia is for the post-audit model where invoices are exchanged directly between the seller and the buyer, and tax authorities verify transactions after their completion. Taulia’s compliance works verifying that your GST or VAT taxes are properly reflected on your invoices, that the invoices fit the formats required and contain all the necessary components of an invoice within that country.
Clearance compliance with Taulia works with the clearance model which mandates that invoices cannot be issued directly between the buyer and the seller and that first they must be presented to a tax authority or sent to government servers - some way to ensure that the government is a part of the process and fully aware of the transaction. This approach allows tax authorities to be aware of and control transactions in real-time, which in practice marks stricter control over tax collection and a faster response if non-compliance is discovered in terms of tax reporting.
Archival compliance covers scenarios where we keep your data housed in a safe place for as long a term as required by the laws governing the invoice or to protect your data in case of audit.
Invoicing requirements worldwide
Every country is currently supported for supplier creation of tax-compliant invoices with the exception of countries that have either data registry laws or legal restrictions that prevent Taulia from operating there Belarus, Burundi, Central African Republic, Congo (Kinshasa), Cuba, Iran, Iraq, Lebanon, Libya, Mali, Nicaragua, North Korea, Russia, Somalia, South Sudan, Sudan, Syria, Ukraine and Venezuela.
While we can offer invoicing in any other country with core invoicing capabilities (tax ID validations, tax rules [rates and exemptions], buyer-customizable validations and data requirements and the ability to deliver the legal tax invoice to the ERP) there are many countries where we offer more (paid) services because we have done the requisite research and product development required to meet the demands of that country’s invoicing requirements. In post-audit countries these services include generating a PDF legal tax invoice; legal tax invoice content requirements (language, required data elements, displaying local currency, country-specific compliance fields); researching of in-country invoicing rules and regulations; legal tax invoicing signing in accordance with in-country regulations; and legal tax invoice validation to ensure authenticity and integrity of the invoice. The post-audit countries (and dependencies) where we offer the above services are: Andorra, Australia, Austria, Belgium, Bulgaria, Canada, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Holy See, Hong Kong, Iceland, Ireland, Isle of Man, Japan, Latvia, Liechtenstein, Lithuania, Luxembourg, Malaysia, Malta, Monaco, Morocco, Netherlands, Netherlands Antilles, New Zealand, Norway, Poland, Qatar, Romania, Saudi Arabia, Singapore, Slovakia, Slovenia, South Africa, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom and United States.
There are countries where we offer paid compliance services like validating an already cleared invoice which we do in Brazil, Chile and Mexico. In other countries we provide a tool to enable suppliers to register their invoices with the tax authorities so that we can generate the legal invoice, these countries include Italy, India and Portugal.
Clearance countries where we presently don’t currently provide additional clearance compliance services are: Argentina, Colombia, Costa Rica, Ecuador, Guatemala, Peru, Turkey and Uruguay.
Depending on where your particular client has suppliers located, we can determine the level of service we are able to provide in any given country.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
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.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Vanessa, Technical Services Manager