Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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.

Home /

Support Topic

Q. How do I attach documents to my invoice?: 000003372

Article Number: 000003372

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. 

User-added image


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.


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. How to retransfer a purchase order (PO) from SAP to the Taulia portal?: 000010696

Instruction on how to retransfer a PO from SAP to the Taulia portal.

Q. What is 2FA authentication and how do I enable/disable two-factor authentication?: 000010637

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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

This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

Q. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

Invoice failing with Transmission Error.: 000010633

This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

Still can’t find what you’re looking for? Contact Support

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It