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SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
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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.
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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.
Create an invoice against a PO through the portal.
Invoice early payment details can be viewed directly from the invoice details section.
Manage your bank information through the portal!
