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GETTING PAID EARLY

Accepting Early Payments

Using Cash Planner

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ENROLLMENT

Sign Up/Enrollment Information

Supplier Launch

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PAYMENTS

Payment Reports

Payment Status

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PURCHASE ORDERS

Purchase Order Details

Purchase Order Reporting

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MASS INVOICING

eFile - Multi-Format Invoicing

eSend - PDF Invoicing

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LOGGING IN/PASSWORDS

Logging In

Password Management

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ACCOUNT MANAGEMENT

Managing Account Users

Managing Email Notifications

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INVOICES

Creating Invoices

Invoice Reporting

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SUPPLIER INFO MANAGEMENT

Supplier Bank Account Information

Supplier Tax Identifier Information

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GENERAL UPDATES

Release Notes

Known Issues


MOST VIEWED FAQ

How do I merge/combine my Taulia accounts into one?

How do I add or update my bank account/information?

How do I add or deactivate users?

How do I update my company/remit/shipment address?

How do I assign branches to our portal users?

How do I contact my customer through the portal?




RECENTLY UPDATED ARTICLES

How do I merge/combine my Taulia accounts into one?

Two-factor authentication troubleshooting and possible issues.

What is company-wide two-factor authentication and how to enable/disable CW2FA?

How to enable two-factor authentication?

How do I create invoices using the Invoice Upload feature?




WHAT ARE SUPPLIERS CURRENTLY ASKING TAULIA?

 1. 
 2. 
 3. 


WHO REVIEWS OUR INVOICES?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to
track the status of your invoices.


DOES TAULIA REJECT INVOICES?

No. The approval/rejection of invoices is owned by your customer.




WHY DID MY CUSTOMER REJECT MY INVOICE?

An invoice can be rejected for many reasons. If there is no rejection reason
provided, contact your customer.


WHY IS IT BETTER TO SUBMIT INVOICES THROUGH TAULIA?

Invoices submitted through Taulia are transmitted to your customer's accounting
system in real-time. It helps speed up the approval process.


MY INVOICE IS SHOWING "IN PROCESS". WHAT DOES IT MEAN?

It means your customer is reviewing your invoice. Contact your customer if you
have questions.


WHO CREATES PURCHASE ORDERS?

Your customer/buyer does. Taulia is a platform that electronically delivers POs
to suppliers. If you have concerns regarding the details of the PO, contact your
customer.




MY PO IS INCORRECT. WHO DO I CONTACT?

POs are created by your customer/buyer. Report the issue to them. If an update
is made, the updated PO is pushed back to Taulia.


AM I REQUIRED TO USE TAULIA?

We highly recommend using Taulia when invited by your customer to simplify your
business transactions.


HOW DO I GAIN ACCESS TO TAULIA?

Your company must be invited by your customer. If you there is an existing
account, ask your Taulia account admin to invite you as a user.


HOW DOES TAULIA WORK?

Taulia is connected to your customer's accounting system. This allows your
customer to deliver PO, invoice, or payment data between their system and
Taulia. You can then see this information through your Taulia account.




CAN I COMBINE DIFFERENT CUSTOMER ACCOUNTS?

Yes. We call this "merging". Merging accounts allow you to access all accounts
using a one login.


CAN I DELETE USER ACCOUNTS?

You can only deactivate previously active user accounts.


TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get
started.

GET STARTED




VIDEO LIBRARY


VIEW ALL


USER MANAGEMENT

Invite colleagues to Taulia that needs access to your customer account.


EMAIL MANAGEMENT

You have full control. Manage the emails you want to receive from Taulia.


TAKING EARLY PAYMENTS

Get paid early today! Learn how you can increase your working capital and cash
flow by getting paid early on your approved invoices.


GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of
business who use Taulia to get paid early on their invoices.


I WOULD LIKE TO:

AUTOMATE EARLY PAYMENT
REQUEST EARLY PAYMENT
ACCEPT EARLY PAYMENT


WHAT IS TAULIA

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

GET TO KNOW US


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.


VIEW OUR POLICIES
We’re here when you need us.
Contact Support

Home /

Support Topic
--No Filter--  AR Financing  Taulia Enrollment   Sign Up/Enrollment Information
  Using Supplier Launch  Logging In/Passwords   Logging In   Password Management
 Taulia Account Management   Getting Started with Taulia   Managing Account
Users   Managing Email Notifications   Managing User Profiles
  Combining/Merging Taulia Accounts  Getting Paid Early   Accepting Early
Payments   Requesting Early Payments   Automating Early Payments - Cashflow™
  Early Payment Status & Details   Using Cash Planner  Purchase Orders
  Purchase Order Details   Searching for Purchase Orders   Purchase Order
Reporting   Confirming Purchase Orders   Advanced Shipping Notifications
 Invoices   PO Invoicing (eFlip™)   Non-PO Invoicing (eForm™)   Country Specific
Invoicing   Invoice Upload   Searching for Invoices   Invoice Reporting
  Invoice Status   Invoice Details   Credit Notes   Invoice Compliance Data
 Payments   Searching for Payments   Payment Reports   Payment Status   Payment
Details  Mass Invoicing (eFile™/eSend™)   eFile™ - Multi-Format Invoicing
  eSend™ - PDF Invoicing  Supplier Information Management   Supplier Address
Management   Supplier Bank Account Management   Supplier Tax Identifier
Management   Supplier Certification Management   Supplier Contact Management
  Documents Management   Customer Relationship Information  Announcements  Multi
Language FAQs


FEATURED ARTICLES


POPULAR ARTICLES


Q. WHAT IS CASHFLOW™?

Article Number: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments
after an invoice is approved by your customer.


Q. HOW DO I ADD OR DEACTIVATE USERS?

Article Number: 000003731

You can manage your account users in the portal and provide different levels of
access.


Q. HOW DO I SEARCH FOR A PO/PURCHASE ORDER?

Article Number: 000003615

Searching for purchase order information in the portal.


I THINK MY TAULIA ACCOUNT HAS BEEN COMPROMISED.

Article Number: 000008754




Q. MY INVOICE IS SHOWING 'IN PROCESS'. WHAT DOES THIS MEAN?

Article Number: 000008561

Information why your invoice is showing 'In Process'.


Q. HOW DO I ASSIGN BRANCHES TO OUR PORTAL USERS?

Article Number: 000008574

Branch permissions allow account admins to give access to specific data in the
portal.


Q. HOW DOES TAULIA SUPPORT E-INVOICING IN DIFFERENT COUNTRIES?

Article Number: 000008554

Information on how Taulia supports e-invoicing globally.


Q. WHY IS MY INVOICE SHOWING AN INCOMPLETE STATUS? (INVOICE SUBMITTED FROM
MEXICO)

Article Number: 000008588

Information containing possible reasons why an invoice submitted from Mexico is
not accepted.


Q. HOW DO I CONFIGURE OUR INVOICE COMPLIANCE DETAILS FOR PORTUGAL?

Article Number: 000008592

Information on how to electronically submit invoices from Portugal to properly
comply with Portuguese tax laws for electronic invoice submissions.


Q. I AM NEW TO SUBMITTING MY INVOICES ELECTRONICALLY. WHAT SHOULD I KNOW?

Article Number: 000008595

Tips and best practices on how to submit invoices electronically through the
portal.


Q. HOW DO I CREATE INVOICES USING THE INVOICE UPLOAD FEATURE?

Article Number: 000008597

Information on how to upload invoices through the supplier platform using the
Invoice Upload feature.


Q. WHAT IS COMPANY-WIDE TWO-FACTOR AUTHENTICATION AND HOW TO ENABLE/DISABLE
CW2FA?

Article Number: 000009203

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


TWO-FACTOR AUTHENTICATION TROUBLESHOOTING AND POSSIBLE ISSUES.

Article Number: 000009204

In this article you will find main possible issues about two-factor
authentication.


Q. WHAT IS TWO-FACTOR AUTHENTICATION AND HOW DO I ENABLE/DISABLE TWO-FACTOR
AUTHENTICATION?

Article Number: 000009403

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. HOW DO I CHECK THE HISTORY OF INVOICES SUBMITTED THROUGH THE INVOICE UPLOAD
FEATURE?

Article Number: 000008599

Information on how to check the status of invoices submitted using the Invoice
Upload feature.


Q. WHAT IS THE INVOICE UPLOAD FEATURE?

Article Number: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the
Taulia platform by uploading a csv or xls file of the invoice and line item
data.


Q. WHO REVIEWS THEN APPROVE/REJECT/VOID THE INVOICES WE SUBMIT THROUGH TAULIA?

Article Number: 000008653

Taulia does not approved or reject invoices. The invoice approval process is
owned by your customer.


Q. HOW DO WE CHANGE USER ACCESS TO OUR ACCOUNT?

Article Number: 000008655

Information on how to manage user access to your Taulia accounts.


Q. HOW DO I ACTIVATE MY TAULIA ACCOUNT?

Article Number: 000008658

Information on how to activate your account after you have been invited by your
customer to use Taulia.


Q. HOW DO I ADD OTHER CUSTOMERS TO MY CURRENT TAULIA ACCOUNT?

Article Number: 000008659

Information on how to add other customer accounts to your current Taulia
account.


Q. WHY AM I ASKED TO UPLOAD A LEGAL PDF INVOICE WHEN CREATING AN INVOICE?

Article Number: 000008669

Depending the invoicing country's electronic invoicing policies, some suppliers
may be asked to attach and upload a legal PDF invoice before the invoicing
process can begin.


Q. HOW DO I KNOW WHEN TO CREATE AN INVOICE FOR MY CUSTOMER?

Article Number: 000008534

Information on when you should create an invoice against a PO.


Q. CAN I DELETE AN INVOICE IN THE PORTAL?

Article Number: 000008537

Information about deleting an invoice in the portal


Q. WHAT ARE THE BENEFITS OF GETTING PAID EARLY?

Article Number: 000008540

Learn how getting paid early can benefit your business.


Q. HOW DO I USE CASH PLANNER?

Article Number: 000003166

Use Cash Planner to get paid early on your approved invoices.


Q. HOW DO I UPDATE MY COMPANY/REMIT/SHIPMENT ADDRESS?

Article Number: 000003169

Information on how to update your address data.


Q. HOW DO I PRINT A PURCHASE ORDER?

Article Number: 000003172

Information on how to print a copy of the purchase order from the portal.


Q. HOW DO I ENABLE/DISABLE THE AUTO-ACCEPTANCE OF EARLY PAYMENTS OFFERS?
(CASHFLOW™)

Article Number: 000003181

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.


Q. HOW DO I SAVE MY INVOICE AS DRAFT?

Article Number: 000003188

You can save your invoice as draft in the portal. This will allow you to make
changes to the invoice at a later time.


Q. WHY ARE SOME TAULIA PORTAL FEATURES NOT AVAILABLE IN MY ACCOUNT?

Article Number: 000008582

Available portal features depends on what your customer enable for their
suppliers to use in the Taulia portal.


TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get
started.

GET STARTED




TOP FREQUENTLY ASKED QUESTIONS


Q. HOW DO I MERGE/COMBINE MY TAULIA ACCOUNTS INTO ONE?

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.


Q. HOW DO I ADD OR UPDATE MY BANK ACCOUNT/INFORMATION?

Manage your bank information through the portal!


Q. HOW DO I ADD OR DEACTIVATE USERS?

You can manage your account users in the portal and provide different levels of
access.


Q. HOW DO I UPDATE MY COMPANY/REMIT/SHIPMENT ADDRESS?

Information on how to update your address data.


Q. HOW DO I ASSIGN BRANCHES TO OUR PORTAL USERS?

Branch permissions allow account admins to give access to specific data in the
portal.


Q. HOW DO I CONTACT MY CUSTOMER THROUGH THE PORTAL?

Use the "Send Message" option to quickly contact your customer through the
portal!


STILL CAN’T FIND WHAT YOU’RE LOOKING FOR?

Contact Support


BROWSE ANOTHER TOPIC


AR FINANCING

0 Topics


TAULIA ENROLLMENT

2 Topics


LOGGING IN/PASSWORDS

2 Topics


TAULIA ACCOUNT MANAGEMENT

5 Topics


GETTING PAID EARLY

5 Topics


PURCHASE ORDERS

5 Topics


INVOICES

10 Topics


PAYMENTS

4 Topics


MASS INVOICING (EFILE™/ESEND™)

2 Topics


SUPPLIER INFORMATION MANAGEMENT

0 Topics


ANNOUNCEMENTS

0 Topics


MULTI LANGUAGE FAQS

0 Topics


STILL CAN’T FIND WHAT YOU’RE LOOKING FOR?

Contact Support

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