Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
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Note - This feature may not be available in your portal.
The Contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.
To add/update your contact information, follow the steps below:
1 - Log into your portal and go to My Details > Contacts.
2 - To add a new contact, select Add New Contact.
3 - If you add a contact that already exists, you will see the following:
4 - To make changes, click on the pencil icon
5 - If your customer adds a new contact within their ERP system, you will see the following:
6 - Select Apply Change to show the update then OK to confirm.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
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.
Easily upload new invoices to Taulia for AR financing.
Purchase orders, payments and invoices are typically linked to a customer's "branch", "business unit" or "location".
Create an invoice against a PO through the portal.
Your vendor information is accessible under My Details in the portal.
Please note that only account admins have the ability to manage users and change user roles.
