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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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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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Support Topic

Q. How do I enroll/register to use the Taulia platform?: 000006479

Article Number: 000006479



You must be invited by your customer in order to use the Taulia platform. If you have been invited by your customer to use Taulia, you should have received an email invitation with an activation code, and a link to complete the activation process. For more information about the activation process, please see Q. How do I activate my Taulia account?.

If you haven't been invited, please contact your customer directly to request an invitation. Taulia Support can only provide activation details once your customer has invited you to use Taulia.


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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. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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

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

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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