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.
Account merging allows you to access multiple accounts in Taulia using a single email account. It's possible that your company may have multiple supplier entities for a single customer OR multiple supplier entities for different customers on Taulia.
Note - If you need to gain access to another account without using the merge feature, a different email address will need to be used in order to access the other account. Contact the account admin of the account you need access to and provide a different email address that is not being used for any existing Taulia account.
Let's look at the following non-merged account situation:
Supplier Entity 1 is used to access Taulia Customer 1
Supplier Entity 2 is used to access Taulia Customer 1
Supplier Entity 3 is used to access Taulia Customer 2
Some supplier companies might have different entities (e.g. Ltd, Inc, LLC etc.) that do business with the same customer on Taulia. Each supplier entity will have a different group of users for each Taulia customer. Users are only able to access the customer accounts they are enrolled under.
But what if there are multiple Supplier Entities and there is a desire to consolidate access to all of the accounts? This is when account merging becomes useful.
On a merged account, users from all accounts will only need to use their current login information/user account to access the accounts that are merged. Once the accounts are merged, all current users will have access to all combined clients. They just have to choose which account they would like to access. Which ever role the user had before combining the account will remain the same. For example, if the user was an admin from their originating account, they will remain an admin in the merged account.
To start the merge process, please do the following.
1 - Go to Settings > User Manager.
2 - Find the box on the right that says Account Merging.
3 - Enter the email address of an admin user from the other account you want to merge with.
4 - Click Start Account Merging.
5 - Enter the login credentials of the other account admin and click Authenticate.
6 - Click Perform Account Merging.
7 - Click on both bullet points.
8 - Click Perform Account Merging.
9 - Once the accounts are merged, you will be able to view merged accounts using the same email address. Click here to see how to access your other accounts once they are merged.
If you need additional assistance regarding merging your accounts, please contact Taulia Support.
Are we required to merge our accounts?
No. If you have have multiple Taulia accounts for different customers, you can continue to access those accounts using a different email address for each account. If you would like to use a single email account to access all of your accounts, then it's best to merge your accounts.
Will merging my accounts combine the data with my other Taulia accounts?
No. Your data for each account will remain completely separate. The benefits of having a merge account is making it easy to access multiple Taulia accounts using a single email account.
Can I manage my email notification separately along with our account users?
In a merged account, email notifications are managed globally. Let's say you have Buyer A, B, and C in a merged account. If the New Payment notification is disabled from Buyer A, then New Payment notification is automatically disabled in Buyer B and C. This rule applies to individual user profiles only.
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