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.
For Portugal, electronic invoice submissions through Taulia must be fully compliant with the tax laws in Portugal and we require that all electronic invoices must be registered with the Portuguese Tax Authority. You will not be able to submit your invoices through Taulia without completing your compliance details.
There are two possible ways your electronic invoice submissions through Taulia can be fully compliant with the Portuguese Tax Authority. The options below will depend on how your customer configured Taulia to provide compliance data:
Note - You must also have your tax identifiers registered under My Details > Tax Identifiers.
You can register and maintain your compliance settings by doing the following:
1 - Log into the portal and select your customer.
2 - Select My Details > Compliance Settings
3 - From the Compliance Data section, select the method for registering invoices with the Portuguese Tax Authority.
Taulia Platform (through integration with EDICOM) - you must provide your SAFT credentials.
My own method outside of Taulia - you must provide the Share Capital, Address of headquarters, Commercial registry office, and Registration number
4 - Select Submit to save your configuration. You can start creating your invoice submission by going to Invoices > Create Invoices.
5 - Based on your compliance settings, your invoice submission requirements are different:
Taulia Platform (through integration with EDICOM)
My own method outside of Taulia
6 - Select Submit Invoice. You can monitor the status of your invoice submission through the My Invoices section of the portal.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
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.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
Vanessa, Technical Services Manager