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, selecting Settings > Profile.
2 - Click on Change Email next to your current email address.
3 - Enter your new email address and your current password.
4 - Select Save New Email.
5 - Make sure you select Save Profile. If not saved, the email address update will not be completed. You will see your updated email address after refreshing the page. This is the email address you should use the next time you log into the portal.
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.
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.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
Branch permissions allow account admins to give access to specific data in the portal.
Save a copy of your invoice to a local folder.
Manage your bank information through the portal!
Use the email notification settings feature to manage your email notifications.
Vanessa, Technical Services Manager
