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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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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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I think my Taulia account has been compromised.: 000008754

Article Number: 000008754

We take security seriously at Taulia. If you’re concerned that your Taulia account may have been compromised it is important to take quick action. Know that we are here to help!

If you notice suspicious activity on your account, please reach out to Taulia Technical Support as soon as possible. In the meantime, please change your password immediately! 

For an extra layer of security, we strongly encourage each of your users to set up two-factor authentication. Please check our Two-Factor Authentication article on this subject to set it up.

False alarms:
If you are using a shared login email, please check with all users to ensure they are using the account properly and that they didn’t make any changes that you weren’t aware of. For example, if you are unable to log in with the shared password, one of the other users may have changed it. We strongly encourage each user to have their own login instead of using a shared email address. This way, if there is ever any suspicious activity, it can be traced back more accurately.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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Important Message

Support Update 05/26/2020

12:07 PM - PST

The Taulia Business Exchange Platform is experiencing an unexpected issue. It has been reported that vendors are unable to upload invoice attachments when submitting their invoices. They receive ''an error has occurred'' error message in our NA1 and EU1 platforms. We have noticed, that the issue occurs in Google Chrome and Mozilla Firefox. If you face the issue, please switch to Internet Explorer and try again.

We are working quickly to resolve the issue. Thank you for your patience.
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