Taulia Support

MOST VIEWED FAQ

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

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

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

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

Q. What is my vendor number?: 000003517

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

What are suppliers currently asking Taulia?

Who reviews our invoices?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

Does Taulia reject invoices?

No. The approval/rejection of invoices is owned by your customer.

Why did my customer reject my invoice?

An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

Why is it better to submit invoices through Taulia?

Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.

My invoice is showing "In Process". What does it mean?

It means your customer is reviewing your invoice. Contact your customer if you have questions.

Who creates purchase orders?

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.

My PO is incorrect. Who do I contact?

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.

Am I required to use Taulia?

We highly recommend using Taulia when invited by your customer to simplify your business transactions.

How do I gain access to Taulia?

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.

How does Taulia work?

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.

Can I combine different customer accounts?

Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

Can I delete user accounts?

You can only deactivate previously active user accounts.

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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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Support Topic

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

Create an invoice against a PO through the portal.

Q. How do I create a Non-PO invoice (eForm)?: 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 create invoices using the Invoice Upload feature?: 000008597

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

Q. Who reviews then approve/reject/void the invoices we submit through Taulia?: 000008653

Taulia does not approved or reject invoices. The invoice approval process is owned by your customer.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. Nothing happens when I submit an invoice: 000003543

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.

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

Information on how to upload CFDI compliant invoices for Mexico.

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

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

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

Q. What tax document can I submit to my customer?: 000003521

Tax supporting documentation requirements.

Q. How do I check the history of invoices submitted through the Invoice Upload feature?: 000008599

Information on how to check the status of invoices submitted using the Invoice Upload feature.

Q. How do I enter the correct tax value for my invoice?: 000003499

Tax is typically required for all invoices but this requirement depends on your customer.

Q. Why is my invoice showing an Incomplete status? (invoice submitted from Mexico): 000008588

Information containing possible reasons why an invoice submitted from Mexico is not accepted.

Q. How do I submit my invoices through eFile?: 000003361

Steps on how to submit your invoice after you are configured for eFile

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Tips and best practices on how to submit invoices electronically through the portal.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

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

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

Q. How do I upload a certification required by my customer?: 000003604

Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance.

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

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

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

Information on how to upload CFDI compliant invoices for Mexico.

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

Create a credit note for an invoice you have submitted.

Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

Confirming or Acknowledging a PO from your customer.

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

Country specific tax information requirements when creating an invoice.

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

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

Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. How do I create a shipment notice? (ASN): 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. What is eSend?: 000003594

eSend allows you to email your PDF invoices to your customer.

Q. Why was my invoice rejected/voided?: 000003526

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.

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MOST VIEWED FAQ

RECENTLY UPDATED ARTICLES

What are suppliers currently asking Taulia?

Who reviews our invoices?

Does Taulia reject invoices?

Why did my customer reject my invoice?

Why is it better to submit invoices through Taulia?

My invoice is showing "In Process". What does it mean?

Who creates purchase orders?

My PO is incorrect. Who do I contact?

Am I required to use Taulia?

How do I gain access to Taulia?

How does Taulia work?

Can I combine different customer accounts?

Can I delete user accounts?

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