Taulia experience center
SUPPLIER SUPPORT SERVICES
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.
Information why your invoice is showing 'In Process'.
How to delete/cancel an invoice that has been submitted.
Defines the different invoice statuses available for an invoice.
Check the status of your invoice.
Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.
Invoice payment structure varies by customer. You will find the invoice payment term by looking at your invoice or PO in the portal.
Search for invoices that has been created against a Purchase Order.
This occurs due to a preset limit set in your customer's system for freight charges and can only be updated internally by your buyer/liaison, or your customer's AP team.
Invoices that are "In Process" will typically have a "TBD status.
What to check if your invoice has not been paid.
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Information containing possible reasons why an invoice submitted from Mexico is not accepted.
Information about deleting an invoice in the portal
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
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.
You can manage your account users in the portal and provide different levels of access.
Managing your company tax ID numbers through the platform.
Use the email notification settings feature to manage your email notifications.
Create an invoice against a PO through the portal.
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