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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Account administrators and company IT can do a lot to ensure only the right people have access to their account at the Taulia Portal and possess the right privileges.
We would like to share our best practices for securing customer accounts and performing security reviews:
- Administrators should regularly review the list of users associated with the account. and reviewing each account to ensure:
- If your company has an IdP (Identity Provider), we encourage you to set up SSO (Single Sign-On) for your account. You should engage your IT team as well as Taulia Support for assistance with that. If you can’t set up SSO, then you should incorporate updated Taulia users' access into your IT off-boarding process for people who leave your company.
- While the Admin users should be kept at a minimum, we encourage you to have at least 2 Admin users, to ensure no Admin is a single point of failure.
- Install an antivirus software and keep it updated always.
- Clear your Cache memory regularly.
- Do not use the “Save Password” feature in your web browser. We do not recommend this feature.
- We encourage you to use more complex and longer passwords containing digits and special characters.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your vendor information is accessible under My Details in the portal.
In this article you will find main possible issues about two-factor authentication.
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.
Information on how to upload invoices through the supplier platform using the Invoice Upload feature.
You can manage your account users in the portal and provide different levels of access.
Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.
