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.
Taulia’s Payables Financing settings allow you to set up and control the funding types, rates, business unit restrictions, liquidity limits, and calendar settings for the payables financing programs offered to your suppliers. These settings are systematically incorporated into your suppliers’ early payment offers and CashflowTM invoice payments.
Business unit settings control the eligible supplier payment options and funding types per business unit. Within the creation of early payment offers for suppliers and the determination of CashflowTM eligibility, the business unit’s supplier payment options of the supplier will be assessed as one factor to determine which payment option may be offered for eligible invoices. (Other factors include Rate Groups, Supplier Assignment, and Liquidity Limits.)
Note that for a supplier to be eligible for Dynamic Discounting or Supply Chain Financing, the business unit of the supplier must be set to Yes for that supplier payment option, and the supplier must be assigned to a rate group with that funding type.
Editing Supplier Payment Options
1 - From the homepage, select Payables > Payables Financing
2 - From Payables Financing, select Business Unit Settings
3 - Select the checkboxes next to the business units that require an update to their supplier payment options
Supplier Payment Options include:
Note: In the table, the checkbox next to Business Unit selects all business units available in the table (based on the filters used).
4 - Select the Edit Supplier Payment Options button
5 - Choose the desired setting for each payment option for the selected business units
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.
You can manage your account users in the portal and provide different levels of access.
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.
Learn how getting paid early can benefit your business.
Use the email notification settings feature to manage your email notifications.
You can update the email address that you use to access Taulia.