Taulia experience center
SUPPLIER SUPPORT SERVICES
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.
There are a couple of factors to consider when your invoice payment is not made on time:
The invoice is approved
If the invoice is in "Approved" status, payment will not be released until the invoice status changes to "Paid". Take note of the due date of the invoice based on the payment terms of the invoice. Please contact your customer if you have questions related to the status of your payment.
Invoice is showing "Paid" but there is no remittance detail
If the invoice is showing "Paid" but you are missing the remittance details, please contact your customer.
Invoice due date has passed but there is no approval
If you have questions regarding the status of your payment, or why an invoice is not being approved to make it eligible for payment, you will need to contact your customer. You can also start by checking the status of your invoice in the portal to understand the current status of your invoice.
Check the due date of your invoice by doing the following:
1 - From your portal homepage, select My Invoices.
2 - Use the invoice search feature to look for the invoice in question.
3 - From the search results, look under the Due Date column.
Things to know about payments and your invoice status:
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.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can manage your account users in the portal and provide different levels of access.
Create an invoice against a PO through the portal.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
You can update the email address that you use to access Taulia.
Vanessa, Technical Services Manager