Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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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You are not locked down to use a particular email address to access your account. You can change it anytime! Just be sure to use an email address where you can receive emails. This becomes especially important if you need to reset your password or receive important notifications from your customer.
You can change the email address that you use to access Taulia by doing the following:
1 - From the homepage, select User Action Menu > My Profile.
2 - Click on the Change button next to your current email address.
3 - Enter your Current Password and your New Email, and select the Send Verification Code button.
4 - Check your mailbox for the verification code.
5 - Enter the verification code and select the Submit button.
Would you like to learn how to manage users? See How do I add or deactivate users for more information.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
Check the status of your invoice.
Explains how to use the invoice submission report when sending invoices through eFile
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
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.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
