Taulia experience center
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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There are 4 common reasons why users are not able to log in:
1 - You are not an enrolled/registered user
2 - The account is locked due to multiple incorrect login attempts
3 - The password has been forgotten
4 - You are logging into the wrong Taulia platform
Not Registered
If you are not an enrolled user, you will need to contact your customer to enroll. If your company already uses Taulia, contact your account admin to add you as a user.
You must reset your password to unlock your account.
1 - From the platform homepage (portal.taulia.com), click Forgotten your password (under the login box).
*Some users in Europe may need to reset their password through eu-portal.taulia.com instead of portal.taulia.com*
2 - Enter your Account Email Address and check the I am human box.
3 - Select Password Reset.
4 - You will see a message confirming that the password reset was initialed.
5 - If you entered the correct e-mail address that is registered in the platform, you will receive an e-mail with a link to update your password. Check your spam box if you are not receiving the email notification.
6 - Please click on the Reset password button.
7 - Enter your new password.
Forgotten Password
1 - From the platform homepage, click Forgot Password. Make sure that the email address you are using is valid/enrolled to use Taulia. If not, the password reset option will not work and you will not receive the password reset email. Also, make sure that you are resetting your password on the correct platform. The password reset will not work if you are resetting your password on the wrong platform:
2 - Enter your Account Email Address and match the green text.
3 - Select Reset password.
If you entered the correct email address that is registered, you will receive an email with a link to update your password. Check your spam box if you are not receiving the email notification.
If you are not receiving the email notification, see Q. I tried to reset my password but I am not receiving the password reset email.
Wrong Platform
Taulia has two customer platforms. The platform you log into depends on which platform the customer account you are trying to access exists in. Password reset requests or your credentials will not work if you are on the wrong platform.
If you are unsure which platform your customer exists in, please try both. If you continue to have issues, contact Taulia Support.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Please note that only account admins have the ability to manage users and change user roles.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
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.
Check the status of your invoice.
Manage your bank information through the portal!
