Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
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.
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.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
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.
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.
In this article you will find main possible issues about two-factor authentication.
Vanessa, Technical Services Manager