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Q. What is the Invoice Upload feature?: 000008598

Article Number: 000008598

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: the section where you can initiate the invoice upload process

2 - Invoice Upload History: displays a list of all past invoices that have been uploaded

 

What is the difference between the Invoice Upload feature and invoice submission through eForm, eFlip, eFile and eSend?

  • Invoice Upload - csv/xls invoice submission through the Taulia platform
  • eForm - non-po invoice submission through the Taulia platform
  • eFlip - po-based (invoice flip) invoice submission through the Taulia platform
  • eFile - integration (typically EDI) invoice submission outside of the Taulia platform
  • eSend - integration (PDF invoicing) invoice submission outside of the Taulia platform


To learn how to submit invoices via the Invoice Upload feature, see Q. How do I submit invoices using the Invoice Upload feature?

 


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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 contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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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