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.
Home / switch between customers
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:
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:
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.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Create an invoice against a PO through the portal.
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.
Use the email notification settings feature to manage your email notifications.
In this article you will find main possible issues about two-factor authentication.
Vanessa, Technical Services Manager