P. ¿Cómo activo o desactivo cuentas de usuario? (ES): 000003358

MOST VIEWED FAQ

Q. What are the different PO statuses?: 000003622

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

Q. How do I use Cash Planner?: 000003166

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

Q. How do I start/stop receiving email notifications?: 000003472

Q. How do I update my tax identifiers in the portal?: 000003611

What are suppliers currently asking Taulia?

Who reviews our invoices?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

Does Taulia reject invoices?

No. The approval/rejection of invoices is owned by your customer.

Why did my customer reject my invoice?

An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

Why is it better to submit invoices through Taulia?

Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.

My invoice is showing "In Process". What does it mean?

It means your customer is reviewing your invoice. Contact your customer if you have questions.

Who creates purchase orders?

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.

My PO is incorrect. Who do I contact?

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.

Am I required to use Taulia?

We highly recommend using Taulia when invited by your customer to simplify your business transactions.

How do I gain access to Taulia?

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.

How does Taulia work?

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.

Can I combine different customer accounts?

Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

Can I delete user accounts?

You can only deactivate previously active user accounts.

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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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P. ¿Cómo activo o desactivo cuentas de usuario? (ES): 000003358

Article Number: 000003358

Nota: Si usted es el administrador y necesita anular/cerrar su cuenta de Taulia, póngase en contacto con el equipo de cuentas por pagar de su cliente.
Solamente los usuarios con derechos de Administrador pueden crear un nuevo usuario.

1 - Inicie sesión en la página principal del porta

2 - Vaya a Ajustes > Gestión de usuario (barra de menú en la parte superior derecha)

3 - En la pantalla Crear nuevo usuario, añada el correo electrónico, nombre y apellido del usuario y elija el rol (puede ver una lista de roles en la parte inferior de esta página)

4 - Haga clic en Crear usuario
Se le enviará un correo electrónico al nuevo usuario, invitándole a inscribirse en el portal.

NOTA: Si necesita reenviar la invitación, desactivar el usuario o reactivar el usuario, puede hacerlo bajo la columna Acciones seleccionando :

La tabla de abajo muestra una lista de los derechos asociados a cada rol de usuario:

Nota: Cualquier persona puede aprobar ofertas de pronto pago, excepto aquellas que tengan roles de solo lectura.

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What are suppliers currently asking Taulia?

Who reviews our invoices?

Does Taulia reject invoices?

Why did my customer reject my invoice?

Why is it better to submit invoices through Taulia?

My invoice is showing "In Process". What does it mean?

Who creates purchase orders?

My PO is incorrect. Who do I contact?

Am I required to use Taulia?

How do I gain access to Taulia?

How does Taulia work?

Can I combine different customer accounts?

Can I delete user accounts?

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P. ¿Cómo activo o desactivo cuentas de usuario? (ES): 000003358

Article Number: 000003358

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