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Q. How do I attach documents to my invoice?: 000003372

Article Number: 000003372

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. 

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Additional FAQs

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.


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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. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I save my invoice as draft?: 000003188

You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.

Q. My invoice is showing 'In Process'. What does this mean?: 000008561

Information why your invoice is showing 'In Process'.

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