P. Jak wlaczyc lub wylaczyc powiadomienia e-mail? (PL): 000003399

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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

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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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P. Jak wlaczyc lub wylaczyc powiadomienia e-mail? (PL): 000003399

Article Number: 000003399

Portal bazujacy na systemie firmy Taulia generuje powiadomienia e-mail na podstawie aktywnosci w portalu. Mozesz otrzymac powiadomienie e-mail, gdy pojawi sie nowe zamówienie, nowa platnosc lub wiadomosc czy tez opcja wczesniejszej platnosci.

UWAGA DOTYCZACA POLACZONYCH KONT! Jesli korzystasz z polaczonych kont (dostep do wiecej niz jednego klienta za pomoca tego samego adresu e-mail), nie mozesz wylaczyc powiadomien dotyczacych konkretnego klienta. A zatem jesli masz dostep do klienta X, Y oraz Z, ale chcesz otrzymywac tylko powiadomienia dotyczace klienta X, nie masz mozliwosci skorzystania z tego typu ustawien w biezacej wersji systemu.

Aby wlaczyc lub wylaczyc powiadomienia e-mail, postepuj zgodnie z ponizszymi instrukcjami.

1 - Zaloguj sie na Stronie glównej portalu.

2 - Wybierz Ustawienia > Profil z paska menu u góry po prawej stronie.

3 - Przewin do Ustawien powiadomien e-mail.

4 - Wybierz Wlacz lub Wylacz powiadomienie, gdy pojawi sie:

Nowe zamówienie
Opcja wczesniejszej platnosci
Nowa wiadomosc
Nowa platnosc
Akceptacja wczesniejszej platnosci
Odrzucona faktura
Akceptacja faktury eSend
Uwaga dotyczaca faktury eSend

5 - Przewin na dól strony i kliknij Zapisz profil.

TAULIA SUCCESS GUIDE

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

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Still can’t find what you’re looking for?

Contact Support

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For Customer Support services, visit customersupport.taulia.com

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RECENTLY UPDATED ARTICLES

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. Jak wlaczyc lub wylaczyc powiadomienia e-mail? (PL): 000003399

Article Number: 000003399

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