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.
Note - This feature may not be available in your portal.
Taulia makes it easy to view and manage your company information from your customer's accounting system. Updates made through the platform are sent to your customer for review and approval. Taulia does not change/manage your company information. The platform only relays information available in your customer's accounting system. Some customers also allow their suppliers to add and update their Address Data, Remit-to Address, Ship-from Address or Ship-To Address through the Taulia platform.
To add/update your address information in the portal, follow the steps below:
1 - From the homepage, go to My Details > Address (if you have more than one vendor account you will need to choose which account you want to view).
Important - If you see Apply Change, this means your customer updated your company information in their system. You will need to select Apply Change to show the updated data in the platform. If the information applied is incorrect, just select Update to correct the information. If you complete the update but the old company information is pushed back to the platform, contact your customer directly.
2 - You can choose to add: Address Data, Remit-to Address, Ship-from Address or Ship-To Address. If you just need to update the current address on file, select Change Address.
3 - Update the information that you need in the prompt.
4 - Click Next: Upload required documents.
5 - If updating your company name or address, click Attach File and add supporting documents such as letterhead or other documents that reflect the new company name or address. (which must be in PDF Format)
6 - Click Review and Save.
7 - Click Complete and Save.
How does Taulia receive and handle my company information?
The company information (address, company name, etc.) you see in Taulia comes directly from your customer's accounting system. Taulia is a data vehicle that relays this information to the platform that then allows you to see the company information your customer has for your company. Some customers also allow their suppliers to edit their company name and address through Taulia. The changes are then sent directly to your customer for review and approval.
I changed my company address in Taulia but an old one keeps appearing. What should I do?
Because Taulia only relay information from your customer, if you keep seeing your customer apply an old address back to the platform, you must contact your customer directly to confirm your address in their system.
How do manage ship-to addresses?
When creating an invoice through Taulia, some customers require that you select a ship-to address. You don't have to manually enter the ship-to address every time. You can manage a list of ship-to addresses in the Address configuration page.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Create a credit note for an invoice you have submitted.
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.
Use the email notification settings feature to manage your email notifications.