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CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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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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Quickly download a large amount of invoice data using the invoice report feature. The report will contain:
You have two ways to download an invoice report:
To download your invoice information into a spreadsheet or PDF:
1 - Log into the portal and select your customer.
2 - Click My Invoices from the Quick Access Links.
3 - Click Download List next to the refresh button.
4 - Selecting the Current Page will download a report based on your invoice search results page. Selecting All will give you all of your available invoices.
5 - Choose what format you want your report in CSV, PDF, or XML.
6 - Select Download.
7 - The report will download to your local folder. If the report needs to query a large number of invoices, the report will be sent to your email when it is ready for viewing.
To download a single invoice report: (this feature may not be available in your portal)
1 - Go to My Invoices.
2 - Search for the Invoice number.
3 - Select the invoice number to open the invoice details then select Download.
4 - Select what file format you want then select Download.
Note: The report can contain no more than 10,000 line items. If you try to download a report that exceeds 10 000 line items, you will get an error.
Taulia’s Payables Financing settings allow you to set up and control the funding types, rates, business unit restrictions, liquidity limits, and calendar settings for the payables financing programs offered to your suppliers.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Information about the various invoice statuses and how a supplier can see a detailed status description.
Easily upload new invoices to Taulia for AR financing.
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.
Vanessa, Technical Services Manager
