Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
In order to log into Taulia, you must first be invited by your customer to complete the enrollment process. If you have not received an invitation, please contact your customer. If your company has a customer account in Taulia that you need access to, please contact your Taulia account administrator to gain access to your customer account.
Select an option based on your situation:
To complete enrollment:
1 - Taulia has two main platforms: EU1 and NA1. The platform where you activate and access your account depends on which platform your customer is located in. Go to activate.na1prd.taulia.com for the NA1 platform or activate.eu1prd.taulia.com for the EU1 platform.
2 - Enter your Unique Code from your invitation email.
3 - Click Continue.
4 - Complete your company information then follow the log in instructions. If you are having issues with your enrollment token, please contact Taulia Support.
If you have completed enrollment and you are logging in for the first time:
Note - It is best practice to not check "Remember Me" or have your browser save your password.
1 - Go to login.taulia.com for the NA1 platform or login.eu.taulia.com for the EU1 platform.
2 - Enter your registered email and password.
3 - Click Login.
If you have forgotten your password:
Note - You cannot reset your password if you have not completed your enrollment.
1 - Go to login.taulia.com for the NA1 platform or login.eu.taulia.com for the EU1 platform. You must make sure that you are in the correct platform location for the customer you are trying to access for the password reset to work.
2 - Click Forgot Password?
3 - Enter your registered Email Address.
4 - Match the characters in the CAPTCHA security box. (to prevent spam)
5 - Click Request Password Reset and a new password will be sent to your registered email. If you are not receiving the email to complete your password reset request, see Q. I tried to reset my password but I am not receiving the password reset email for more information.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Vanessa, Technical Services Manager