Taulia experience center

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

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

I think my Taulia account has been compromised.: 000008754

Q. Why are some Taulia portal features not available in my account?: 000008582

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

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

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

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

Quickly learn about Taulia and how to use it!

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

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

Two-factor authentication troubleshooting and possible issues.: 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

Manage your bank information through the portal!

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

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

Q. How do I get paid early (early payment)?: 000003465

Taulia offers multiple options to get paid early on your invoice!

Q. How do I change my Taulia account's email address?: 000003383

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

Q. How to enable two-factor authentication?: 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. How do I remove our bank account from the portal?: 000008542

Information on how to remove banking information in the portal.

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

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

Q. How do I access or switch customer accounts?: 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. 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 we change user access to our account?: 000008655

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

Q. How do I accept early payment offers for my invoice?: 000003503

Use the My Offers option to accept early payment on approved invoices.

Q. I cannot log into the platform.: 000003429

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

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

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

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

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

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

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

Q. How do I cancel an invoice?: 000006034

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

Q. I am not receiving email notifications.: 000003464

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

Q. What is two-factor authentication and how do I enable/disable two-factor authentication?: 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 get paid early with Taulia through SAP Business Network (SBN)?: 000010725

This article provides information on how to get paid early with Taulia through SAP Business Network (SBN).

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.