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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Note - If you see "Apply Change", you must select this option in order to continue. If needed, you can change the bank information again using the instructions below.
To add/update your bank information in the portal, follow the steps below:
1 - Log onto the Home page of the portal
2 - Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)
3 - Click Add Bank Account if no information is listed
4 - Click Update if you need to change your bank details
5 - Enter required information:
6 - Click Next: Verify Bank Data
7 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)
You must "save as" your attachment file name as the bank account number you are updating.
8 - Click Review and Save
9 - Click Complete and Save
Your customer will receive and review the change you submitted.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Use the email notification settings feature to manage your email notifications.
Some European suppliers require to have the compliance saved prior to invoice submission.
Please note that only account admins have the ability to manage users and change user roles.
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.
Definition of each email notification setting.
