Taulia Support - Pfizer - Wie kann ich Benutzerkonten hinzufügen oder deaktivieren?: 000006240

MOST VIEWED FAQ

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

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

Q. How do I add or update my bank account/information?: 000003497

Q. What are the different invoice statuses?: 000003618

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

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

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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Pfizer - Wie kann ich Benutzerkonten hinzufügen oder deaktivieren?: 000006240

Article Number: 000006240

Hinweis: Wenn Sie als Administrator Ihr Taulia-Konto löschen/schließen müssen, kontaktieren Sie bitte die Kreditorenbuchhaltung Ihres Kunden.

Nur Benutzer mit Administratorenrechten können einen neuen Benutzer erstellen:

1 - Loggen Sie sich auf der Homepage des Portals ein

2 - Gehen Sie auf Einstellungen > Benutzerverwaltung (oben rechts in der Menüleiste)

3 - Fügen Sie im Bildschirm Neuen Benutzer erstellen die E-Mail-Adresse, den Vornamen und Nachnamen des neuen Benutzers hinzu und wählen Sie eine Rolle aus (siehe die Liste der Rollen unter dieser Seite).

4 - Klicken Sie auf Benutzer erstellen

Es wird per E-Mail eine Einladung an den neuen Benutzer gesendet, damit er sich beim Portal registrieren kann.

HINWEIS: Falls Sie die Einladung erneut senden, einen Benutzer deaktivieren oder einen Benutzer reaktivieren müssen, so können Sie dies in der Aktionen-Spalte tun, indem Sie das Symbol auswählen:

Die Tabelle unten listet die Berechtigungen auf, die mit jeder Benutzerrolle verbunden sind.

Hinweis: Jeder kann Skonto-Angebote bestätigen, ausgenommen Nutzer mit Nur-Lesezugriff.

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

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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?

TAULIA SUCCESS GUIDE

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Pfizer - Wie kann ich Benutzerkonten hinzufügen oder deaktivieren?: 000006240

Article Number: 000006240

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