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Q. How do I resize my invoice attachments?: 000003319

Article Number: 000003319

Before you begin, please check the file extensions allowed in the attachments pop-up window for the file types supported.
 

If you're using a Mac:

  1. Find the attachment on your desktop or folder
  2. Right click on the file and choose 'get info'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

To resize a PDF over 5mb:

  1. Right click on the file and open with preview
  2. Find the required pages to attach from the thumbnails section
  3. Drag the pages to your desktop

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 If you're using a PC:

  1. Find the file on your desktop or folder
  2. Right click on the file and choose 'properties'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

 To resize a PDF over 5mb:

  1. Download a free application called PDF Creator if you do not have it installed already
  2. Open the file
  3. Click on print file
  4. Choose pages you want to print then save

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 

Once you have consolidated your data, please save as one of the supported file formats listed on the attachments pop-up window.

 

 


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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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