Taulia experience center
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.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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 /
Exchange Rate is usually required when the official currency of your home country and the one for your customer's business unit (or the currency on the purchase order, if you're invoicing a purchase order) are different.
For example, If the official currency in the country you are based in, is EUR, but the official currency in the country where your customer is located is USD, you'll need to provide the exchange rate for USD to EUR.
If you are invoicing local VAT in a currency, other than the one the VAT will be reported in, it is important for tax purposes to always fill in the correct exchange rate on your invoice. You can use an internet search engine (e.g. Google Search) to find out what the current exchange rate is for the given currencies.
On the invoice creation screen, enter the current exchange rate in the Exchange Rate field (if available).
You can enter the exchange rate by doing the following:
The exchange rate for SEK to USD as of March 31, 2017, is 1 SEK (Swedish Krona) to 0.11224 USD (US Dollars). Therefore, you would need to enter 0.11 in the editable USD field.
Note - Exchange rates may differ each day. Please confirm the current exchange rate.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Branch permissions allow account admins to give access to specific data in the portal.
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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Vanessa, Technical Services Manager
