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 or
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.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
Explains how to use the invoice submission report when sending invoices through eFile
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
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.
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.
