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.
In general, the amount of time it takes to receive your payment after your invoice changes to a "paid" depends on your payment method and financial institution. If your invoice is showing "In Process" for a significant amount of time, you should contact your customer to see why it's taking time to approve your invoice.
There are a couple of other factors to consider when trying to understand when your payment will be released and when you may actually receive the payment:
The original due date of the invoice
If the status of the invoice is showing "Approved" and the invoice due date has passed, please contact your customer to confirm when the payment will be released. Some customers also have multiple payments days per week. Some only have 1 or 2 payment days per month. Because Taulia does not pay invoices, you will need to confirm the payment status with your customer.
If the status is showing "In Process" but has not passed the due date, please allow your customer the time to review and approve the invoice.
When the invoice status changed to "Paid"
If the invoice is showing a "Paid" status, there should also be a payment remittance number associated with the paid invoice. Please check the payment date of the invoice. The amount it time it takes to receive payment also depends on your financial institution or the payment method. Please contact your customer if you have questions.
If it's related to an early payment request
If you accepted an early payment offer for an invoice, the date you selected is when the payment will be released. If you request early payment upon invoice submission, the payment will be released on the same day the invoice is approved and if the early payment request is also accepted. The amount of time it takes to receive payment also depends on your financial institution or the payment method. Please contact your customer if you have questions.
You can manage your account users in the portal and provide different levels of access.
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.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
Manage your bank information through the portal!
You can update the email address that you use to access Taulia.
Vanessa, Technical Services Manager