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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Note - Only account admins have the ability to manage users and change user roles.
Each user has a role associated with them which allows them to perform certain actions. Admins can change these roles as needed by following the instructions below:
To manage user roles, follow the steps below:
1 - Log into the portal.
2 - Go to Gear button > User Manager. (menu bar on the top right)
3 - Under the three dots on the right side, click on Edit Role from the drop-down menu.
4 - A pop-up screen will show. Please select the desired role from the list and click on the Change role button.
The table below lists the rights associated with each user role:
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.
Easily upload new invoices to Taulia for AR financing.
Manage your bank information through the portal!
Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".
Create an invoice against a PO through the portal.
Your vendor information is accessible under My Details in the portal.
