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Q. How do I start/stop receiving AR email notifications?: 000010713

Article Number: 000010713

You can manage your AR email notifications by doing the following:

1 - Log onto the Home page of the portal.

2 - Go to User Action Menu > Notifications from the top right menu.

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3 - You will see the Notifications Preferences section, where you can manage your AR email notifications. The available notifications you see are the email types* you can control:

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*available email types depend on the features available to you on the platform

Email Setting Definitions:

  • Early Payments Requested - You will be notified once per day when an AR Financing early payment is, or a group of early payments are, requested. Attached to the email is a .csv of the requested early payment and invoice details.
  • Early Payment Requests Accepted and Rejected - You will be notified once per day when an AR Financing early payment request is, or a group of early payment requests are accepted and/or rejected. Attached to the email is a .csv of accepted and rejected early payment and invoice details.
  • Early Payments Initiated - You will be notified when the funding of AR Financing early payment(s) has been initiated. Attached to the email is a .csv of applicable early payment and invoice details.


4 - Choose the email notification to activate/deactivate.


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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 are the different PO statuses?: 000003622

Define what each PO status mean in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

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.

Q. How do I use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

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