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Q. What is eSend?: 000003594

Article Number: 000003594

eSend is a Taulia functionality that allows suppliers to submit invoices to their customer by emailing a PDF invoice to a specified email address. To confirm your eligibility to submit invoices via eSend, you will need to work directly with your customer. Once your eligibility has been confirmed and your customer approves your request to submit invoices through eSend, your customer will connect you with a Taulia integration manager to get started.


The following requirements apply to all suppliers who are interested in joining the eSend program:

1 - 
You must be able able to submit the raw PDF output of an invoice from your accounting system. Scanned or copied PDF documents will not be processed.

2 - Your invoice must be mapped by Taulia. This requires mapping and testing of your invoice data.

3 - The email address used to submit invoices must also be registered as a user account in Taulia.


For any other questions regarding this program, please contact your customer.


Additional FAQs

Are there fees to start using eSend?

No. There are no fees associated with using eSend. 

Are there additional configurations? What happens after we go live with the program?

Yes. Once approved to use eSend, 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 eSend and other invoice submission methods offered by Taulia?

 
  • eSend - integration (PDF invoicing) invoice submission outside of the Taulia platform
  • eFile - integration (typically EDI) invoice submission outside of the Taulia platform
  • Invoice Upload - csv/xls invoice submission through the Taulia platform
  • eForm - non-po invoice submission through the Taulia platform
  • eFlip - po-based (invoice flip) invoice submission through the Taulia platform

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. My account is locked. How do I reset my password?: 000003590

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.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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