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Support Topic

Q. How do I access or switch customer accounts?: 000003466

Article Number: 000003466

Note - This feature may not be available in your portal.

Many users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access to different customers using one user account. If you currently have multiple user accounts in Taulia to access different customers that you would like to combine into one for easier access, please see Q. How do I merge/combine my Taulia accounts into one? to learn how.


You can easily discern that you have access to more than one Taulia account via merge by first logging into your account:

1 - Log into the portal.

2 - As soon as you log in, if you get the page below, this means you have access to more than one Taulia account under different customers:

User-added image

3 - From the Customer Selection drop down, pick the customer you would like to see and it will take you to that specific customer's Taulia portal.

4 - Once you are logged in, you can also switch customer accounts by selecting Change Client:

User-added image

5 - Selecting Change Client will bring a drop down menu option that contains a list of your merged customer accounts. Select the customer you want to see and it will take you to that customer's portal.


Note - Even though the accounts are merged, they all act as separate accounts. The portals do not interact with each other in any way. This also means different features will apply to each account based on your customer's portal customizations.


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TAULIA SUCCESS GUIDE

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

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

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.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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

Use the "Send Message" option to quickly contact your customer through the portal!

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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

You can manage your account users in the portal and provide different levels of access.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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