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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. How do I update my company/remit/shipment address?: 000003169

Information on how to update your address data.

AR Financing Receivables Invoice Upload: 000010700

Easily upload new invoices to Taulia for AR financing.

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 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 enroll/register to use the Taulia platform?: 000006479

Information on how to enroll to start using Taulia.

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