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 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 Update if you need to change your bank details.
4 - Enter required information:
5 - Click Next: Verify Bank Data.
6 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)
For Korea, bank license verifying the vendor’s name, tax number, and seal certificate with validity date of 3 months are required.
7 - Click Review and Save.
8 - 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.
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.
eSend allows you to email your PDF invoices to your customer.
When an invoice is returned with an "Incomplete" status, it means the invoice did not pass some validation rules set by your customer.
Please note that only account admins have the ability to manage users and change user roles.
