Taulia experience center
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.
Note - This feature may not be available in your portal.
When creating a PO or Non-PO invoice, your customer may require you to attach supporting documentation with the invoice you are submitting through the platform. This is usually a copy of your original invoice from your accounting system.
Please note that your customer may only accept specific file types. Hover over the tooltip (?) to see what type of file extensions you can attach. The most commonly accepted file extensions are .doc or .pdf.
You can attach your supporting documentation to your invoice by selecting Upload Attachment at the bottom of the invoice creation screen.
How many supporting documentation can I attach?
You can attach multiple documents as long as they are under 20 MB each. You can also attach a single document with multiple pages. We advise that you only include supporting documents that are related to the invoice you are submitting.
Can I just attach a copy of my invoice instead of having to re-enter the invoice details in Taulia?
When creating and submitting an invoice through Taulia, your invoice details are automatically parsed into your customer's accounting system. This helps to accelerate the review and approval of your invoice; therefore, you will not be able to simply attach a copy of your invoice through the Taulia platform.
Is there a way to submit invoices en masse?
If you are searching for a specific invoicing feature to upload your invoices en masse through pdf, CSV, and other formats, please check Invoice Upload, eFile, or eSend for more information.
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.
Create an invoice against a PO through the portal.
You can manage your account users in the portal and provide different levels of access.
If you are not able to find a PO in the portal, please contact your customer.
Use the email notification settings feature to manage your email notifications.
Use the "Send Message" option to quickly contact your customer through the portal!