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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.
Because Taulia is connected to your accounting system, your suppliers can see the real-time status of their invoices through their Taulia account. Suppliers rely on their Taulia account to gain valuable insights about their future cash flows. In particular, their ability to monitor invoice status enables them to forecast more effectively, without the need to contact you for updates.
Additionally, If you allow suppliers to submit invoices via Taulia, there may be invoices in a preliminary state which the supplier can see in their Taulia account, but have not yet been entered in your accounting system.
For certain statuses, suppliers have a need to see additional information about the reason for the status. You can provide an Invoice Status Description which allows your suppliers to hover the mouse over the invoice status to see an explanation.
Depending on the Taulia features you have implemented, certain invoice statuses may not be applicable to your suppliers.
Any invoice created in your accounting system will display one of the below statuses:
If you allow suppliers to submit invoices via Taulia, they may see additional invoices in their Taulia account which are NOT in your accounting system. These invoices are in a preliminary state and may have any of the following statuses:
Clear status information keeps suppliers better informed about cash flow, helps suppliers fix problems faster and reduces the burden of communication with your suppliers.
The ability to customize the Invoice Status Description for In Process, Voided or Rejected status may be particularly valuable if you are using an ERP-integrated workflow solution which may offer customized reason codes. By harnessing the codes included within the solution you can provide suppliers with meaningful information via the Taulia Platform – thereby avoiding time-consuming communications with suppliers.
I am not using the Invoice Status Description feature. How do I implement it?
Contact Taulia Technical Services to get the ball rolling and we will provide further details of the process.
I am already using the Invoice Status Description feature, but I get a lot of questions from suppliers seeking clarification. How do I improve the feature?
Even if you are already using the tool, there may be opportunities to communicate with suppliers more effectively. Evaluate whether the status descriptions you are using are as meaningful as they can be from your suppliers’ point of view – is it clear where the error lies, and what the supplier needs to do to fix it? If not, you can contact Taulia Technical Services for suggestions about logic and wording.
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.
In this article you will find main possible issues about two-factor authentication.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
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.
Use the email notification settings feature to manage your email notifications.