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Q. What is eSend?: 000003594

Article Number: 000003594

 

eSend is a Taulia functionality that allow 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 to 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 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. 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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

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