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.
eFile is a Taulia functionality that allows suppliers to submit invoices to their customer through EDI, CSV, XML, and other formats. This is generally for suppliers who submit over 1,000 invoices or more per year. The eFile functionality can also be used to integrate Purchase Order delivery and Confirmation! To confirm your eligibility to submit invoices or receive/confirm POs via eFile, you will need to work directly with your customer. Once your eligibility has been confirmed and approved by your customer, you will be connected you with a Taulia integration manager to get started.
The following requirements apply to all suppliers who are interested in joining the eFile program:
1 - You must use one of the following file types to send your invoices:
2 - You must have the ability to send your invoices using one of the following methods:
3 - Your invoice must be mapped by Taulia. This requires mapping and testing of your invoice data.
4 - The email address to receive the invoice submission reports must be a registered Taulia user.
For any other questions regarding this program, please contact your customer.
Are there fees to start using eFile?
No. There are no fees associated with using eFile.
Are there additional configurations? What happens after we go live with the program?
Yes. Once approved to use eFile, you will be connected with a Taulia integration manager to start the integration process. They will help with setup, testing, and go-live procedures to ensure your success in using this invoice submission method. When you go live with the program and submit invoices using your preferred type, invoice status can be tracked by logging into the platform.
What is the difference between eFile and other invoice submission methods offered by Taulia?
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.
Manage your bank information through the portal!
Create an invoice against a PO through the portal.
Information on how to update your address data.
In this article you will find main possible issues about two-factor authentication.
Vanessa, Technical Services Manager