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.
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Users are an essential part of your Taulia account. Providing Taulia access to the right set of individuals in your company will help streamline access to information between you and your customer.
Account admins can add other users by doing the following:
1 - Log onto the Home page of the portal.
2 - Go to the Gear button > User Manager (menu bar on the top right).
3 - Click on the Invite New User button.
4 - Add the new user's Email, First Name, and Last Name, and choose a Role (see the list of role types below). Click Create User.
5 - Scroll down to the User manager section to manage all users.
The table below lists the rights associated with each user role:
Who can add other users to Taulia?
Only users with Admin rights can create new users. If you are not an Admin, the User Manager option will not be available to you. If your company's Taulia account admin is not active and cannot manage users, please contact Taulia Support.
How do I check a list of users for my account?
From the User Management screen, scroll down to the Update Users section to see a list of all users and their current status.
Can I delete/remove users from our company account?
You can only delete users if they are in the "Pending Setup by User" status. Users can only be deactivated (not deleted) if they were once active. You can deactivate users by selecting the Actions option.
Who should I add as users under each role?
It is best practice to have more than one account Administrator enrolled. Others can be added and assigned a different role. Having more than one admin will ensure a resource in your company will always have access to the account. Depending on your company size, the specific amount of users to add may vary. We recommend adding the following users:
Admin or Finance roles:
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.
Use the email notification settings feature to manage your email notifications.
You can manage your account users in the portal and provide different levels of access.
Use Cash Planner to get paid early on your approved invoices.
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.