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.
Note - This feature may not be available in your portal.
Taulia makes it easy to view and manage your company's banking information from your customer's accounting system. Updates made through the platform are sent to your customer's accounting system for review and approval. Taulia does not change/manage your banking information. The platform only relays information available in your customer's accounting system.
To add/update your bank information in the portal, follow the steps below:
1 - Log onto the Home page of the portal.
2 - Go to My Details > Bank Accounts.
Important: If you see Apply Change, this means your customer updated or has different bank information in their accounting system that they are asking you to accept. You will need to select Apply Change to show the updated data in the platform. If the information applied is incorrect, just select Update to correct the information. This update will then be sent back to your customer which will allow them to have the correct bank information in their system.
3 - You may have two options:
Note - Some customers require at least 1 bank account which means you may not be able to remove an account. Contact your customer if you questions related to your bank account.
5 - Enter or update the bank account information:
6 - Click Next: Verify Bank Data.
7 - Click Attach File and upload supporting documents such as a voided check or bank statement. (Must be in PDF format)
8 - Click Review and Save.
9 - Click Complete and Save.
If you have additional questions regarding your registered bank information, please contact your customer.
How does Taulia receive and handle my bank account information?
The bank information you see in Taulia (if you have one registered with your customer) comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform that then allows you to see what bank account your customer has for your company. Some customers also allow their suppliers to update and add bank data through Taulia. The changes are then sent directly to your customer for review and approval.
I changed my bank account in Taulia but an old one keeps appearing. What should I do?
Because Taulia only relay information from your customer, if you keep seeing your customer apply an incorrect bank data back to the platform, you must contact your customer directly.
I don't see the "My Details" option. What should I do?
First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view bank data. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
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.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Vanessa, Technical Services Manager