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Q. How do I update my company name?: 000003500

Article Number: 000003500

Note - This feature may not be available in your portal.


To add or change your company information, follow the steps below:

1 - Log onto the portal's Home page and select your customer.

2 - Go to My Details > Address (if you have more than one vendor account, you must choose which account you want to view).


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3 - Select Change Address. This will bring up another window with the option to update your company name and address. 

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4 - Update the company name section, then select Next: Upload Required Document.

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5 - You will need to attach a document to show your new company information. 

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6 - Select Review and Save.

The information you provide will be sent to your customer. If you have additional questions, please contact your customer directly.


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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 start/stop receiving email notifications?: 000003472

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

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 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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

Invoice early payment details can be viewed directly from the invoice details section.

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

Manage your bank information through the portal!

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