Taulia experience center
CUSTOMER SUPPORT SERVICES
There are settings and configurations located on the Taulia platform that affect the behavior of the platform for your suppliers. If you want to make changes to those settings, you should contact Taulia Technical Services describing the changes. Some changes can be completed quickly while others may require additional requirements gathering, testing, and can incur an implementation fee.
Please notify Taulia Technical Services a minimum of (5) business days before you intend to perform the SAP system refresh. Please provide the SAP system ID to be refreshed and (if applicable) the XMLRPC user ID configured in the POD.
Please check your ERP system to ensure that a duplicate document does not exist. If you do not find a duplicate document, please contact Taulia Technical Services for assistance.
We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.
If your supplier has selected a new Admin for their account, they can send an invitation in the User Manager to the new admin. If the supplier did not appoint a secondary admin, please advise the supplier to contact Taulia Technical Services to assign a new admin. Note, Technical Services will require the new admin to authenticate themselves prior to being added to the account.
There are a couple scenarios which can cause your supplier to not receive their invitation, whether it is a delay in the email being received or even an issue with the email address. Please log into the Supplier Center in the Taulia Buyer UI and search for suppliers with Needs Attention in the Status filter. Here you can drill down to additional error types for resolution.
Taulia is unable to “un-invite” a supplier but there are self service options you may consider. You may log into the Supplier Center in the Taulia Buyer UI and edit the invited emails to invalid dummy emails to further prevent enrollment. If there are a large number of suppliers, you may correct this action in SAP by adding the suppliers to the Taulia blocklist.
There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.
Log into the Supplier Center in the Taulia Buyer UI. Select Enrolled in the Status filter and search to see the list. If you do not have access to this feature, contact your Taulia administrator.
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.
Because Taulia is connected to your accounting system, your suppliers can see the real-time status of their invoices through their Taulia account. Suppliers rely on their Taulia account to gain valuable insights about their future cash flows. In particular, their ability to monitor invoice status enables them to forecast more effectively, without the need to contact you for updates.
Additionally, If you allow suppliers to submit invoices via Taulia, there may be invoices in a preliminary state which the supplier can see in their Taulia account, but have not yet been entered in your accounting system.
For certain statuses, suppliers have a need to see additional information about the reason for the status. You can provide an Invoice Status Description which allows your suppliers to hover the mouse over the invoice status to see an explanation.
Depending on the Taulia features you have implemented, certain invoice statuses may not be applicable to your suppliers.
Any invoice created in your accounting system will display one of the below statuses:
If you allow suppliers to submit invoices via Taulia, they may see additional invoices in their Taulia account which are NOT in your accounting system. These invoices are in a preliminary state and may have any of the following statuses:
Clear status information keeps suppliers better informed about cash flow, helps suppliers fix problems faster and reduces the burden of communication with your suppliers.
The ability to customize the Invoice Status Description for In Process, Voided or Rejected status may be particularly valuable if you are using an ERP-integrated workflow solution which may offer customized reason codes. By harnessing the codes included within the solution you can provide suppliers with meaningful information via the Taulia Platform – thereby avoiding time-consuming communications with suppliers.
I am not using the Invoice Status Description feature. How do I implement it?
Contact Taulia Technical Services to get the ball rolling and we will provide further details of the process.
I am already using the Invoice Status Description feature, but I get a lot of questions from suppliers seeking clarification. How do I improve the feature?
Even if you are already using the tool, there may be opportunities to communicate with suppliers more effectively. Evaluate whether the status descriptions you are using are as meaningful as they can be from your suppliers’ point of view – is it clear where the error lies, and what the supplier needs to do to fix it? If not, you can contact Taulia Technical Services for suggestions about logic and wording.
Instructions to deactivate Early Payment offers for a supplier.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
Steps to create an announcement that all suppliers or a list of suppliers can see when they log into their Taulia account.
Explanation of how to adjust a supplier email address and resend a supplier enrollment invitation.
Information on Taulia’s supplier deactivation policy.
Vanessa, Technical Services Manager