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 the company tax identifiers from your customer's accounting system. Updates made through Taulia are sent to your customer's accounting system for review and approval. Taulia does not change/manage your tax information. The platform only relays information available in your customer's accounting system. Having your tax ID registered will assist in processing your invoices in a timely manner.
To add/update your tax identifiers in the portal, follow the steps below:
1 - From the homepage, select My Details > Tax Identifiers.
Important - If you see Accept New Tax ID, this means your customer updated your tax information in their system. You will need to select Accept New Tax ID to show the updated data in the platform. You can select Apply Deletion to remove the old ID. If the information applied is incorrect and your customer allows tax ID updates to be made in the portal, you can add a new tax ID then delete the incorrect one.
2 - Select Add New Tax Identifier.
3 - Enter the following:
4 - Select Submit.
5 - You will see a message confirming that your new Tax ID has been accepted: "Your new tax ID is valid and has been added." If you have additional questions regarding your tax identifier, please contact your customer.
How does Taulia receive and handle my company tax IDs?
The tax ID 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 what tax ID your customer has for your company. Some customers also allow their suppliers to edit their tax IDs and add new tax IDs through Taulia. The changes are then sent directly to your customer for review and approval.
I changed my tax ID 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 incorrect tax ID back to the platform, you must contact your customer directly.
I don't see the "My Details" option. What should I do?
Contact your customer to update your tax information. If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Manage your bank information through the portal!
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.
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.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Vanessa, Technical Services Manager