Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
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If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Create an invoice against a PO through the portal.
What to do if an invoice is rejected via eFile.
Information on how to manage user access to your Taulia accounts.
If your customer has this feature enabled, you can view and download the PO image directly from Taulia.
If you are a new supplier that needs to use Taulia for the first time, you will need to be invited by your customer to use the portal. Please contact your customer for your invitation.
Line items removed during invoice creation are removed only from the invoice being created. They are not deleted from the PO.
Attachment file size limit
Resize your attachment if it exceeds the file size limitation.
Remember to use the daily invoice submission report you receive by email to see why your invoice(s) are not processing.
Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.
You can only add additional line items to your invoice when creating a Non-PO Invoice.
Your vendor information is accessible under My Details in the portal.
Explains how to use the invoice submission report when sending invoices through eFile
Invoices with a pending review status requires additional action.
Contact your buyer if your purchase order has wrong information.
Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.
The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.
Please note that only account admins have the ability to manage users and change user roles.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Branch permissions allow account admins to give access to specific data in the portal.
Information on how to print a copy of the purchase order from the portal.
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.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Explanation of how to pull log files for the Taulia POD service.
Instruction on how to retransfer a PO from SAP to the Taulia portal.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
In this article, you will find instructions on how to change your suppliers' payment method to Virtual Cards.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
Information about the various invoice statuses and how a supplier can see a detailed status description.
