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Q. Why can't I find my invoice in the portal? (eFile): 000003522

Article Number: 000003522

Note - eFile suppliers submit invoices by EDI, CSV, XML or XLS. To learn more about mass invoicing, visit Taulia eInvoicing.

- Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing. If you do not see the invoice in the portal, this usually means an issue with the originating (csv, xls, xml, edi) file. The formatting may be wrong or it is missing required/mapped information.

- Read the report to determine what needs to be fixed before re-submitting the invoice.

  • If the invoice is showing ACCEPTED = NO in the report, you will not find this invoice in the Taulia portal. You must read the rejection reason in the report and fix the issue first before re-submitting the invoice.
  • If the invoice is showing ACCEPTED = YES in the report, this means the invoice was successfully sent your customer and is awaiting AP review. You can track the status of this invoice in the Taulia portal.

- For EDI submitted invoices, keep in mind that receiving a 997 does not mean the invoice submission is successful. Always look at the invoice submission report to verify.

 


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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 change user roles?: 000003385

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

Q. How do I download a payment report?: 000003471

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.

Q. How do I configure our invoice compliance details for Portugal?: 000008592

Information on how to electronically submit invoices from Portugal to properly comply with Portuguese tax laws for electronic invoice submissions.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

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.

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