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.
There are initial validations that invoices submitted through Taulia need to pass upon invoice submission. If you submit an invoice but it is returned to you with an Incomplete status, it means it did not pass certain validations rules set by your customer. The "Incomplete" status is designed to help you make corrections early in the invoice submission process. This could prevent any delays in processing your invoice. Some "Incomplete" reasons are:
Due to the multitudes of reasons that customers have that could cause the invoice to go to an "Incomplete" status, Taulia cannot list all the possible reasons that will result in your invoice going to an incomplete state. Carefully read the exact reason on why your invoice was not accepted as you must fix the issue first before re-submitting the invoice. If the reason is related to missing information in the invoice, you can make corrections to the invoice and re-submit the invoice for processing.
You can check the reason why your invoice is showing "Incomplete" by doing the following:
1 - Hover your mouse over the Incomplete status to see the reason why the invoice was not accepted.
2 - Select the gear icon next to the invoice in question. You will have these options:
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Create a credit note for an invoice you have submitted.
You can manage your account users in the portal and provide different levels of access.
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.
Use the email notification settings feature to manage your email notifications.