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SUPPLIER SUPPORT SERVICES

 
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    GETTING PAID EARLY

    Accepting Early Payments

    Using Cash Planner

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    ENROLLMENT

    Sign Up/Enrollment Information

    Supplier Launch

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    PAYMENTS

    Payment Reports

    Payment Status

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    PURCHASE ORDERS

    Purchase Order Details

    Purchase Order Reporting

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    MASS INVOICING

    eFile - Multi-Format Invoicing

    eSend - PDF Invoicing

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    RECEIVABLES FINANCE

    AR Invoices

    AR Payments

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    LOGGING IN/PASSWORDS

    Logging In

    Password Management

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    ACCOUNT MANAGEMENT

    Managing Account Users

    Managing Email Notifications

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    INVOICES

    Creating Invoices

    Invoice Reporting

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    SUPPLIER INFO MANAGEMENT

    Supplier Bank Account Information

    Supplier Tax Identifier Information

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    GENERAL UPDATES

    Release Notes

    Known Issues

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    SBN SUPPLIERS

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    MOST VIEWED FAQ

    AR Financing Receivables Invoices: 000010698

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    Q. How do I start/stop receiving email notifications?: 000003472

    Q. How do I add or deactivate users?: 000003731

    Q. How do I download a payment report?: 000003471

    Q. How do we change user access to our account?: 000008655

    RECENTLY UPDATED ARTICLES

    Q. How do I search for my payments?: 000003320

    AR Financing Receivables Invoice Upload: 000010700

    Q. Why are my AR Financing invoices not available for early payment?: 000010710

    Q. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

    AR Financing Receivables Payments: 000010699

    What are suppliers currently asking Taulia?

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    USER MANAGEMENT

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    EMAIL MANAGEMENT

    You have full control. Manage the emails you want to receive from Taulia.

    TAKING EARLY PAYMENTS

    Get paid early today! Learn how you can increase your working capital and cash flow by getting paid early on your approved invoices.

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    Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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    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.

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    Home / merge

    Support Topic

    Results found for "merge"

    Support Topic

    Q. How do I view PO, invoice or payment information by business unit/branch location?: 000003608

    Article Number: 000003608

    Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    Article Number: 000003598

    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.

    Q. How do I add or deactivate users?: 000003731

    Article Number: 000003731

    You can manage your account users in the portal and provide different levels of access.

    Q. How do I start/stop receiving email notifications?: 000003472

    Article Number: 000003472

    Use the email notification settings feature to manage your email notifications.

    Q. How do I cancel an invoice?: 000006034

    Article Number: 000006034

    How to delete/cancel an invoice that has been submitted.

    Q. How do I access or switch customer accounts?: 000003466

    Article Number: 000003466

    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.

    Q. How do we change user access to our account?: 000008655

    Article Number: 000008655

    Information on how to manage user access to your Taulia accounts.

    Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

    Article Number: 000003325

    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.

    Q. Can I delete an invoice in the portal?: 000008537

    Article Number: 000008537

    Information about deleting an invoice in the portal

    Q. How do I create a PO invoice for Mexico? (eMex): 000008006

    Article Number: 000008006

    Information on how to upload CFDI compliant invoices for Mexico.

    Q. Why did my customer add a new business unit to my account?: 000003434

    Article Number: 000003434

    There is no action required on your part when receiving this email notification.

    Q. How do I create a Non-PO invoice (eForm)?: 000003640

    Article Number: 000003640

    Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

    Q. How do I add other customers to my current Taulia account?: 000008659

    Article Number: 000008659

    Information on how to add other customer accounts to your current Taulia account.

    Q. How do I create invoices using the Invoice Upload feature?: 000008597

    Article Number: 000008597

    Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

    Q. How do I create a non-PO invoice for Mexico? (eMex): 000008009

    Article Number: 000008009

    Information on how to upload CFDI compliant invoices for Mexico.

    Q. How do I add or update my bank account/information?: 000003497

    Article Number: 000003497

    Manage your bank information through the portal!

    Q. How do I create a Credit Memo/Note to offset an over payment?: 000003334

    Article Number: 000003334

    Create a credit note for an invoice you have submitted.

    Q. Can I create multiple invoices for the same PO?

    Article Number: 000008381

    Information on how to create multiple invoices for the same purchase order

    Q. How do I know when to create an invoice for my customer?: 000008534

    Article Number: 000008534

    Information on when you should create an invoice against a PO.

    Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

    Article Number: 000003324

    Create an invoice against a PO through the portal.

    Q. How do I create a shipment notice? (ASN): 000003628

    Article Number: 000003628

    When enabled by your customer, you can create Advanced Shipping Notices within the Taulia Supplier Portal to more effectively receive and track shipments. Create ASN™ can speed up the goods receipt process, allowing your customer to more quickly approve y...

    Q. How do I add a line item on my non-po invoice?: 000003639

    Article Number: 000003639

    You can only add additional line items to your invoice when creating a Non-PO Invoice.

    Q. Why am I unable to create an invoice?: 000003605

    Article Number: 000003605

    The ability to create an invoice depends on the portal features your customer has enabled or your user role.

    Q. What is the exchange rate when creating an invoice?: 000006033

    Article Number: 000006033

    Some customers require their suppliers to enter the current exchange rate when submitting an invoice.

    Q. What tax rates are required for my country when creating an invoice?: 000010536

    Article Number: 000010536

    Country specific tax information requirements when creating an invoice.

    Q. Why am I asked to upload a legal PDF invoice when creating an invoice?: 000008669

    Article Number: 000008669

    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.

    Q. My invoice is showing an Incomplete status.: 000003529

    Article Number: 000003529

    When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

    Q. What invoice have been created against my PO?: 000003531

    Article Number: 000003531

    Search for invoices that has been created against a Purchase Order.

    Q. What happens to PO line items I remove when creating an invoice?: 000003600

    Article Number: 000003600

    Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.

    Q. How do I update my tax identifiers in the portal?: 000003611

    Article Number: 000003611

    Managing your company tax ID numbers through the platform.

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    TOP FREQUENTLY ASKED QUESTIONS

    AR Financing Receivables Invoices: 000010698

    Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    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.

    Q. How do I start/stop receiving email notifications?: 000003472

    Use the email notification settings feature to manage your email notifications.

    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. How do I download a payment report?: 000003471

    You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

    Q. How do we change user access to our account?: 000008655

    Information on how to manage user access to your Taulia accounts.

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    Receivables Finance

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    SBN Suppliers

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    Taulia Enrollment

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    Logging In/Passwords

    2 Topics

    Taulia Account Management

    5 Topics

    Getting Paid Early

    0 Topics

    Purchase Orders

    5 Topics

    Invoices

    10 Topics

    Payments

    4 Topics

    Mass Invoicing (eFile™/eSend™)

    2 Topics

    Supplier Information Management

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    Announcements

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    Multi Language FAQs

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