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Technical Support Services

TAULIA SUCCESS GUIDE

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We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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

Article Number: 000003169

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

Some customers allow their suppliers to add and update their Address Data, Remit-to Address, Ship-from Address or Ship-To Address.

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).

User-added image

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.

User-added image

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 document such as letterhead or other documents that reflects the new company name or address. (which must be in PDF Format)

  • Company letterhead with updated address

  • Signed authorization form with the updated address
     

6 - Click Review and Save.

7 - Click Complete and Save.


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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 is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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