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 have the ability to download purchase order reports directly from the portal. You have two ways to download a PO report:
To download all of your POs into a spreadsheet or PDF:
1 - Log into the Home page.
2 - Select your customer.
3 - Click My POs from the Quick Access Links.
4 - Click Download List next to the refresh button.
5 - Selecting the Current Page will download a report based on your PO search results page. Selecting All will give you all of your available POs.
6 - Choose what format you want your report in CSV, PDF, or XML.
7 - Click Download
8 - The report will download to your local folder.
To download a single PO:
1 - Go to My POs.
2 - Search for the PO number.
3 - Select the PO number then select Attachments.
4 - Select the File Name to download the PO image.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Your vendor information is accessible under My Details in the portal.
Information on how to update your address data.
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.
You can update the email address that you use to access Taulia.
The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.
Use the "Send Message" option to quickly contact your customer through the portal!
