Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
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Note - This feature may not be available in your portal.
Once you have submitted your invoices through the Invoice Upload feature, you can check the invoice upload history by going to the Invoice Upload History page.
Check the invoice upload history by doing the following:
1 - From the homepage, select Invoices > Invoice Upload History.
2 - This page will have the following columns:
3 - 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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
You can update the email address that you use to access Taulia.
Manage your bank information through the portal!
Information on how to update your address data.