Taulia experience center
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.
Invoices can be rejected by your customer for many different reasons. The most important part is knowing as soon as your invoice is rejected and the reasons why so you can make corrective changes. It is important to understand that the process to review/approve/reject invoices is owned by your customer. Taulia is not part of the approval process but Taulia allows you to see the rejection status in real-time so you can quickly take action.
You can check the invoice rejection reason by doing the following:
1 - Find the invoice in question in the My invoices section of the platform. Hover your mouse over the word "Rejected" to see the sub-status* of the invoice, if available.
*If there is no reason provided, you must contact your customer.
2 - Read the sub-status of the invoice to see why your invoice was rejected or voided.
3 - If you do not see a reason why your invoice is rejected/voided, please contact your customer.
My invoice was rejected. What should I do next?
What to do next after an invoice is rejected depends on the rejection reason. Your customer may leave a reason why your invoice is rejected, incomplete, or voided. If your customer added a rejection reason, hover your mouse over the invoice status to see the sub-status. If the reason provided by your customer is too vague, contact your customer to get a better understanding of the rejection reason.
For example, if the rejection reason provided by your customer shows something similar to "duplicate invoice", work with your customer to understand why they are seeing a duplicate invoice. Another example is if an invoice is rejected because of reasons around "missing/incomplete information", you can re-submit the invoice and provide the missing information. For assurance, you can contact your customer to confirm what your next action should be. Unfortunately, Taulia cannot provide you a list of possible rejection reasons as this is entirely controlled by your customer.
Do I need to create a new invoice after my invoice is rejected?
It depends on the reason why your invoice was rejected. You have the choice to create a new invoice if you know what to fix. If the rejection reason is unclear, contact your customer first.
I don't see a rejection reason. What should I do?
If a rejection reason is not provided, please contact your customer directly to understand why your invoice was rejected. Knowing the reason why your invoice was rejected should be used as a beacon to understand how to proceed.
You can manage your account users in the portal and provide different levels of access.
Create an invoice against a PO through the portal.
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.
Use the "Send Message" option to quickly contact your customer through the portal!
If you are not able to find a PO in the portal, please contact your customer.
Enroll for mass invoicing.