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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. If you are missing the "My Details" option, or cannot update your company information, you will need to contact your customer.


Taulia makes it easy to view and manage your company information. Updates made through the platform are sent to your customer for review and approval. Taulia itself 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 Tauia platform.

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. 

To add/update your tax identifiers 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).

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. 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 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 change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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