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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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)
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.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can manage your account users in the portal and provide different levels of access.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
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.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Information why your invoice is showing 'In Process'.
