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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.
Note - This feature may not be available in your portal.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a CSV or xls file of the invoice and line item data. This will save you time when needing to create and submit a large number of invoices when compared to manually flipping POs into an invoice or creating non-po invoices through the Taulia platform. This feature also removes the need to create an API integration. The same invoice rules and validations apply (required fields, value tolerances, etc.) when submitting an invoice via the Invoice Upload feature.
There are two menu items for the Invoice Upload feature that can be found under the Invoices shortcut link:
1 - Upload Invoices: section is where you can initiate the invoice upload process
2 - Invoice Upload History: displays a list of all past invoices that have been uploaded
You can upload your invoices by doing the following:
1 - From the homepage, select Invoices > Upload Invoices.
2 - Select the Download Template Invoice link to download and open the invoice upload CSV template.
IMPORTANT - Tax Amount and Tax % fields are mutually exclusive, and the user is only supposed to fill one of them. If the user fills both fields, the tool automatically picks the Tax Amount during tax calculation in the invoice. Also, a header row must be included in your file and for every column.
NOTE - The above lines indicate the minimum required fields. Your customer may require additional information to process your invoice fully.
3 - Each row in the file represents an invoice line item. An invoice number is required for every single row, and invoice header data must be included in the same row as the first line item. Here is an example:
Here is a sample .csv file with the invoice data included:
There are some attributes that may not need to be provided in your file (they are optional), as they will be auto-populated by the platform when your invoices are submitted.
If utilizing a .csv file, your dates must follow an explicit format of YYYY-MM-DD. For example, 2018-07-18. If you are using an xls/xlsx file, this does not apply.
For currencies, the 3-letter ISO 4217 code must be used (ex. EUR). For countries, the two-letter ISO 3166-1 code must be used (ex. IT).
The tax rates applicable to the country in which you are submitting your invoice can be found in this article: What tax rates are required for my country when creating an invoice?
4 - Save the CSV template and go back to the Invoice Upload screen. Find the Select Invoice File button to upload your saved invoice template.
5 - Once the file is uploaded, select Submit Invoices to complete your invoice submission.
6 - Go to Invoices > Invoice Upload History, and you will be taken to a page with a full history of all invoice files that have been uploaded for your company. This page will have the following columns:
Immediately after submission, while your file is being processed, you will see “In Process” displayed instead of a successful/failed count. Once processing is complete, you will receive a link to download a Submission Report. This will contain a list of the invoices from your file and whether or not each invoice was successful or failed. You can also select Download Submission Report. All failed invoices will include a reason or a list of reasons why the invoice failed.
For invoices that failed, the invoice submission report will show the invoice error. Read the error carefully to understand what needs to be done to successfully submit the invoice.
Repeat the process above to re-submit the invoice.
IMPORTANT: Click here to download all Invoice Upload fields and descriptions in the following languages: English, French, Canadian French, Italian, German, Spanish, Polish, Portuguese, Dutch, Swedish, Chinese, Norwegian, Japanese, Korean, Slovenian, Greek, and Czech.
What is the difference between the Invoice Upload feature and invoice submission through eForm, eFlip, eFile and eSend?
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