Taulia Support - Pfizer - Come aggiungo/disattivo utenti nel mio account?: 000006230

MOST VIEWED FAQ

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

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

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

Q. How do I contact my customer through the portal?: 000003470

Q. My purchase order is missing. Who should I contact?: 000003198

Q. How do I enroll for eFile or eSend (mass invoicing)?: 000003494

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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Pfizer - Come aggiungo/disattivo utenti nel mio account?: 000006230

Article Number: 000006230

Nota: Se sei l’Amministratore e vuoi cancellare/chiudere il tuo account Taulia, contatta il team AP del tuo cliente.

Solo gli utenti con diritti di Amministratore possono creare un nuovo utente:

1- Accedi alla pagina Home del portale

2 - Vai su Impostazioni > Gestione Utente (barra del menu in alto a destra)

3 - Nella schermata Crea Nuovo Utente, aggiungi Email, Nome e Cognome del nuovo utente e scegli il Ruolo (vedi la lista di posizioni qui in basso)

4 - Clicca su Crea Utente

Verrà inviata una email al nuovo utente, contenente l’invito ad iscriversi al portale.

NOTA: Se hai bisogno di Inviare un nuovo invito, Disattivare l’account di un utente o Riattivare l’account di un utente puoi farlo nella colonna Azioni selezionando :

La tabella in basso elenca i diritti associati ai diversi ruoli degli utenti:

Nota: Tutti gli utenti possono approvare un’offerta di pagamento anticipato tranne quelli con ruolo di Sola Lettura.

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?

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MOST VIEWED FAQ

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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Pfizer - Come aggiungo/disattivo utenti nel mio account?: 000006230

Article Number: 000006230

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