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Technical Support Services

TAULIA SUCCESS GUIDE

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We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Article Number: 000003181

Note - This feature may not be available in your portal.

When you turn on Cashflow™ you automate the acceptance of early payment offers upon customers’ invoice approval. Invoice payment is released on the next available payment date based on program setup. 

How do I turn Cashflow™ on/off?

1 -  Go to Settings (top right of the portal page) then select Cashflow™.

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2 - Toggle the Cashflow™ setting to Yes to enable Cashflow™​.

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3 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.

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  • Only users with an Admin or Finance Manager role can enable Cashflow™


4 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.

  • Open/Approved invoices prior to Cashflow™ activation will not be accelerated, but you will be presented the option to do so. Just select Yes, accelerate approved invoices. The system will accelerate all previously approved invoices that are already eligible for early payment.

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How can one time early payment and Cashflow™ help grow your business?

 

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

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.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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