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.
After a supplier enrollment invitation is triggered, the Taulia Platform will attempt to send an enrollment invitation email to the supplier with the information on file. If the Taulia Platform is unable to send this email for any reason, further processing is required in the Taulia Buyer UI. It is important to periodically check your suppliers in the Buyer UI Supplier Center to ensure proper attention is given to supplier enrollments.
On some occasions, the supplier’s email address is already used for another supplier/buyer relationship on the Taulia Platform. A new invitation will not send to the supplier when the system is unable to merge with the existing user record. This means the system matched an email address but was unable to match one of the following attributes to the existing record:
In these cases, the supplier enrollment status in the Buyer UI will be Needs Attention.
Some suppliers with Needs Attention status can be resolved using simple self-service steps. In other cases, manual intervention with Taulia Technical Services is necessary in order to complete the supplier enrollment.
Please find below instructions on how to check for info or steps to fix an issue:
1 - In the Taulia Buyer UI, select Suppliers > Supplier Center:
2 - In the Enrollment State filter, select Needs Attention.
3 - Here you will see the entire list of suppliers with Needs Attention status.
4 - The best way to address these suppliers is by downloading the full list of suppliers with this status. Click Export these results. In the pop-up screen, select Export all columns or Export visible columns.
5 - A file will download to your local computer. Open the file to see the reason for each supplier’s Needs Attention status. This can be found under the Status column of the file. The possible reasons and their resolutions are listed below:
I have fixed several suppliers with Needs Attention status. Can I re-trigger the invitation for many suppliers at the same time?
Yes. In Supplier Center you may search for all suppliers which are awaiting invitation by selecting Ready for Invitation on the Status filter. Select the checkboxes next to each supplier to whom you want to send invitations or select all using the checkbox on the header row. Click the Send Invite Email button.
Can you provide more information about how a supplier merge takes place on the Taulia Platform?
Merging occurs when there is more than one supplier account enrolled with the same email address. Taulia attempts to auto-merge suppliers enrolled with the same email by matching on specific supplier attributes. Suppliers are also able to self-merge multiple Taulia accounts if they want to combine access across multiple entities or customers. For more information on the supplier self-merge process, click here.
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.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
If you are not able to find a PO in the portal, please contact your customer.
Use the email notification settings feature to manage your email notifications.
Use the "Send Message" option to quickly contact your customer through the portal!