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.
All purchase orders are created by your customer and transmitted to Taulia through your buyer's procurement system. Taulia allows your customer to deliver the PO details to you through the platform for review or invoicing purposes.
If you are not able to locate a PO in Taulia, please try the steps below:
1 - Use the PO search feature in My POs.
2 - If the PO number is less than 10 digits please, add 0 to complete the number such as - 0012345678.
3 - You can further narrow down your search by PO status:
4 - Use the Advanced Search feature and look at the Customer or Branch filter. Make sure that it’s showing “All”. Also, check if Third-Party Present in is selected.
Third-party present in purchase order search option stands for where a third-party is present in a purchase order, e.g. you may be a partner as an ordering address, a supplier of goods, but may not be an invoicing party, please activate this checkbox to include these orders in the search. Alternatively for instances where a subsidiary or alternate address is present in a purchase order, e.g. an instance where a buyer may view one of your subsidiaries or branches as a different company when they are all one entity, please activate this checkbox to include these orders in the search.
If the steps above fail to produce the purchase order, please reach out to your customer and let them that you are not able to find the PO in Taulia. If you need additional support using Taulia, please contact Taulia Support.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information through 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.
Enroll for mass invoicing.
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.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Vanessa, Technical Services Manager