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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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What is two-factor authentication?
Two-factor authentication adds an extra layer of security to your Taulia account. You will need two forms of ID to get into your account - your login information and a six-digit authentication code. This is required each time you login from a new device or browser.
How do I enable two-factor authentication?
You can enable two-factor authentication to your Taulia account by doing the following:
1 - From the homepage, selecting Settings > Security.
2 - Click on Enable in the Two-factor Authentication panel.
3 - Select your preferred method for authentication. You could either use an authenticator app on your phone to get two factor authentication codes or enable SMS-based authentication.
4 - Make sure you save the recovery codes generated for you. Those could be used as a last resort to access your account if you lose your phone or can’t log in with a second factor for another reason.
For enhanced security Taulia recommends using an authenticator app such as Google Authenticator. Once you download the app on your mobile device you should select the “Scan barcode” option and scan the QR code that is open in your browser. Next, you should enter the six-digit code from the authenticator app to complete the setup process.
Warning: Text messaging is only available in certain countries. This list of countries can be found here.
How do I log in to my account that has two-factor authentication enabled?
If you have enabled two-factor authentication, you may be prompted to enter an authentication code to verify your login attempt when accessing your Taulia account.
1 - Please enter your login e-mail and password, click Log In.
2 - If your preferred method for authentication is Authenticator app then open the app on the device linked to your account. If your preferred method for authentication is SMS, then check your Messages folder.
3 - Enter the 6-digit code displayed in the App or received via SMS.
4 - Selecting “Remember this device for 30 days” will prevent the need for performing two-factor authentication on this device for the next 30 days.
5 - Click Log In.
If you're providing a recovery code instead of an authentication code, make sure you do not enter your recovery code in the authentication code field. For more information, see the question below “What should I do if I lose access to my two-factor authentication device?”
How do I disable two-factor authentication?
You can disable two-factor authentication to your Taulia account by doing the following:
1 - From the homepage, selecting Settings > Security.
2 - Click on Disable in the Two-factor Authentication panel.
How do I use my recovery codes?
Taulia recommends that you download, print or copy your recovery codes and store them somewhere secure. Treat these with the same level of attention that you would your password.
You can find your recovery codes for two-factor authentication by doing the following:
1 - From the homepage, select Settings > Security.
2 - Click on View next to Recovery Codes in the Two-factor Authentication panel.
In case you have exhausted all recovery codes you will receive a new set of codes. Right after you log in with the last recovery code, you will be taken to the recovery codes page with a new set and will be able to download them again.
You can also store the recovery codes in a password manager such as LastPass, 1Password, or Keeper. You need to install the extension in your preferred browser for saving and accessing your passwords.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Some European suppliers require to have the compliance saved prior to invoice submission.
Definition of each email notification setting.
The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.
Create an invoice against a PO through the portal.
