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Taulia experience center

SUPPLIER SUPPORT SERVICES

 
For Customer Support services, visit customersupport.taulia.com
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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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    RECEIVABLES FINANCE

    AR Invoices

    AR Payments

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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

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    SBN SUPPLIERS

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    MOST VIEWED FAQ

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

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

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

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

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

    Q. How do I cancel an invoice?: 000006034

    RECENTLY UPDATED ARTICLES

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

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

    Q. How do I contact support?: 000003357

    AR Financing Receivables Invoices: 000010698

    Q. How do I search for my payments?: 000003320

    What are suppliers currently asking Taulia?

    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

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    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.
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    Home / add user

    Support Topic

    Results found for "add user"

    Support Topic

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

    Article Number: 000003497

    Manage your bank information through the portal!

    Q. Why did my customer add a new business unit to my account?: 000003434

    Article Number: 000003434

    There is no action required on your part when receiving this email notification.

    Q. How do we change user access to our account?: 000008655

    Article Number: 000008655

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

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

    Article Number: 000008574

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

    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. 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. Why am I unable to create an invoice?: 000003605

    Article Number: 000003605

    The ability to create an invoice depends on the portal features your customer has enabled or your user role.

    Q. I cannot log into the platform.: 000003429

    Article Number: 000003429

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

    Q. How do I remove our bank account from the portal?: 000008542

    Article Number: 000008542

    Information on how to remove banking information in the portal.

    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 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.

    Q. I am not receiving email notifications.: 000003464

    Article Number: 000003464

    Check your email notification settings if you are not receiving portal notifications.

    Q. How do I activate my Taulia account?: 000008658

    Article Number: 000008658

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

    Q. What is company-wide two-factor authentication and how to enable/disable CW2FA?: 000009203

    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.

    Q. How do I upload a certification required by my customer?: 000003604

    Article Number: 000003604

    Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance.

    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. How do I update my company name?: 000003500

    Article Number: 000003500

    Q. How do I update my company name?

    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. How do I create invoices using the Invoice Upload feature?: 000008597

    Article Number: 000008597

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

    Q. How do I create a Non-PO invoice (eForm)?: 000003640

    Article Number: 000003640

    Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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

    Article Number: 000003324

    Create an invoice against a PO through the portal.

    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 contact my customer?: 000003346

    Article Number: 000003346

    You can find your customer contact information by following this article.

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

    Article Number: 000003169

    Information on how to update your address data.

    Q. Why are my AR Financing invoices not available for early payment?: 000010710

    Article Number: 000010710

    This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

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

    Article Number: 000003472

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

    Q. Can I attach my invoice instead of creating the invoice in the portal?: 000003338

    Article Number: 000003338

    Attaching an invoice will not populate the invoice fields. You must create the invoice in the portal.

    Q. How do I attach documents to my invoice?: 000003372

    Article Number: 000003372

    Attaching supporting documentation to your invoice.

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

    Article Number: 000003615

    Searching for purchase order information in the 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 add or deactivate users?: 000003731

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

    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 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.

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

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

    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 cancel an invoice?: 000006034

    How to delete/cancel an invoice that has been submitted.

    Still can’t find what you’re looking for?

    Contact Support

    BROWSE ANOTHER TOPIC

    Receivables Finance

    2 Topics

    SBN Suppliers

    1 Topics

    Taulia Enrollment

    2 Topics

    Logging In/Passwords

    2 Topics

    Taulia Account Management

    5 Topics

    Getting Paid Early

    0 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?

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