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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.
Home / esend
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.
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?
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.