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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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Support Topic

Q. I am new to Taulia. What should I do first?: 000008036

Article Number: 000008036

Quickly learn about Taulia and how to use it!

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Article Number: 000008595

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

Q. How do I merge/combine my Taulia accounts into one?: 000003598

Article Number: 000003598

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 change my Taulia account's email address?: 000003383

Article Number: 000003383

You can update the email address that you use to access Taulia.

Q. How do I add or deactivate users?: 000003731

Article Number: 000003731

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

Q. How does Taulia support e-invoicing in different countries?

Article Number: 000008554

Information on how Taulia supports e-invoicing globally.

Q. How do I change the language of the Taulia platform?: 000007733

Article Number: 000007733

The Taulia platform supports over 18 languages and growing!

Q. How do I add other customers to my current Taulia account?: 000008659

Article Number: 000008659

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

Q. My account is locked. How do I reset my password?: 000003590

Article Number: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I start/stop receiving email notifications?: 000003472

Article Number: 000003472

Use the email notification settings feature to manage your email notifications.

AR Financing Receivables Invoice Upload: 000010700

Article Number: 000010700

Easily upload new invoices to Taulia for AR financing.

Q. I tried to reset my password but I am not receiving the password reset email.: 000006478

Article Number: 000006478

Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.

Q. Why is my activation code (token) showing invalid?: 000003511

Article Number: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I search for a PO/purchase order?: 000003615

Article Number: 000003615

Searching for purchase order information in the portal.

Q. What are the different PO statuses?: 000003622

Article Number: 000003622

Define what each PO status mean in the portal.

Q. Why was my invoice rejected/voided?: 000003526

Article Number: 000003526

Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.

Q. How do I update my tax identifiers in the portal?: 000003611

Article Number: 000003611

Managing your company tax ID numbers through the platform.

Q. Why haven't I received my portal invitation email?: 000003467

Article Number: 000003467

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.

Q. How do I check the status of my invoice?: 000003536

Article Number: 000003536

Check the status of your invoice.

Q. How to enable two-factor authentication?: 000008703

Article Number: 000008703

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

Two-factor authentication troubleshooting and possible issues.: 000009204

Article Number: 000009204

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

Q. How do I add or update my bank account/information?: 000003497

Article Number: 000003497

Manage your bank information through the portal!

Q. How do I update my company/remit/shipment address?: 000003169

Article Number: 000003169

Information on how to update your address data.

Q. What does each email notification setting mean?: 000007956

Article Number: 000007956

Definition of each email notification setting.

Q. How do I login to the Supplier Platform?: 000003322

Article Number: 000003322

There are multiple ways to successfully log into the platform.

Q. How do I access or switch customer accounts?: 000003466

Article Number: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

Q. My invoice is showing an Incomplete status.: 000003529

Article Number: 000003529

When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.

Q. My purchase order is missing. Who should I contact?: 000003198

Article Number: 000003198

If you are not able to find a PO in the portal, please contact your customer.

Q. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

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. I cannot log into the platform.: 000003429

Article Number: 000003429

There are 4 common reason why you cannot log into the platform.

TAULIA SUCCESS GUIDE

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

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I assign branches to our portal users?: 000008574

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

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. What is my vendor number?: 000003517

Your vendor information is accessible under My Details in the portal.

Q. How do I request early payment for my invoice?: 000003463

If your customer has previously offered Early Payments on your invoices, you can choose to have your newly created invoice automatically paid as soon as it is approved.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

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