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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.
This article describes how to create an invoice against '491' series POs in the portal. These POs begin with a '491'.
1 - From the home screen, click on My POs.
2 - A list of POs available will be displayed. Use the search feature to narrow down your PO search. Once you find the PO, click on the action menu then select Create Invoice.
3 - On the header record of the Invoice, enter the following:
Approver – enter the email address of the contact at WEC Energy group that should approve the invoice
4 - From the Line Items section, you will then see the line items included in the PO.
If needed, change the value in the Quantity field. The line total will calculate based on the quantity and unit price for each item.
Do not edit the Unit Price. If you have questions regarding the price, contact your buyer.
You can also remove a line by clicking 'X' on the line you want to remove.
Note - Removal of the line will only remove it from the invoice you are entering; it will not permanently remove it from the Purchase Order. For multiple lines, you can click Select All and uncheck the lines you want to keep, then click Remove Selected.
5 - Freight can be added, by clicking on the drop-down menu under Additional Items and selecting Freight and then clicking Add.
Enter the Amount of the freight charge.
6 - In the Comments field, enter comments about the work order information or any other pertinent information about the invoice.
7 - An attachment can be added by clicking Upload Attachment. Use this to attach a copy of your invoice.
8 - The Invoice will automatically calculate the Subtotal and Invoice Amount based on the quantity, unit prices and freight entered.
9 - Click Submit Invoice to send the invoice to the WEC Energy Group SAP system.
10 - The Confirm Submission will display, click Submit this Invoice to confirm your submission. Once submitted, your invoice cannot be deleted or edited.
11 - A successfully submitted confirmation will display. The Invoice will now display in the My Invoices section of the portal.
12 - You can monitor the status of your invoice through the My Invoices section of the portal. Your invoice may have one of the following statuses below:
If you have questions about the status of your invoice, contact WEC Energy Group.
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.
In this article you will find main possible issues about two-factor authentication.
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 manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.