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Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Article Number: 000003338

An invoice will not be created simply by attaching it in the portal. Taulia is a technology platform that automatically places invoice fields directly in your customer's account system, in real-time.  For this reason, you will need to create the invoice through the portal by following the invoicing features that may be available to you:

PO Invoicing
Non-PO Invoicing
Invoice Upload

If your customer allows mass invoicing via EDI, XML, PDF, or other formats, please contact them directly to find out if you are eligible for Taulia's eFile or eSend program. See Q. How do I enroll for eFile or eSend? (mass invoicing) 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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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. What is the Invoice Upload feature?: 000008598

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.

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

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