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.
Attaching supporting documentation to your invoice.
Some customers require their suppliers to enter the current exchange rate when submitting an invoice.
Depending the invoicing country's electronic invoicing policies, some suppliers may be asked to attach and upload a legal PDF invoice before the invoicing process can begin.
The ability to create an invoice depends on the portal features your customer has enabled or your user role.
When you select "Submit" after creating an invoice but nothing happens, this typically means you are missing required field(s) that needs to be filled out.
Tax is typically required for all invoices but this requirement depends on your customer.
You cannot submit an invoice with zero value or quantity within the line item. You will need to delete this line item before submitting the invoice.
You can not reference more than one PO on a single invoice.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
This invoice error means the invoice you submitted for processing is over the value of the PO.
Information on how to create multiple invoices for the same purchase order
Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
Create an invoice against a PO through the portal.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Information on when you should create an invoice against a PO.
Tips and best practices on how to submit invoices electronically through the portal.
The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.
You can manage your account users in the portal and provide different levels of access.
Manage your bank information 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.
Enroll for mass invoicing.
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.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Vanessa, Technical Services Manager