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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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Note - This feature may not be available in your portal.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data. This will save you time when needing to create and submit a large number of invoices when compared to manually flipping POs into an invoice or creating non-po invoices through the Taulia platform. This feature also removes the need to create an API integration. The same invoice rules and validations apply (required fields, value tolerances, etc.) when submitting an invoice via the Invoice Upload feature.
There are two menu items for the Invoice Upload feature that can be found under the Invoices shortcut link:
1 - Upload Invoices: the section where you can initiate the invoice upload process
2 - Invoice Upload History: displays a list of all past invoices that have been uploaded
What is the difference between the Invoice Upload feature and invoice submission through eForm, eFlip, eFile and eSend?
To learn how to submit invoices via the Invoice Upload feature, see Q. How do I submit invoices using the Invoice Upload feature?
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Search for your invoice remittance details.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
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.
Please note that only account admins have the ability to manage users and change user roles.
