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.
Some customers require their vendors to upload current certifications, such as ISO9001 and/or TS16949 Certifications or proof of insurance. You can send this information to your customer by doing the following:
To add/update your company certifications, follow the steps below:
1 - Log into the portal.
2 - Go to My Details and select Certifications.
3 - If you have more than one vendor account for your customer, you will be asked to select which customer branch to add the certificate to.
4 - Click on the Add New Certification link.
5 - Enter the required details such as Certification type.
6 - Click Attach File button and navigate to where the Certificate is saved on your computer and upload the file.
7 - Click Save.
The information you upload will be reviewed by your customer. If you have additional questions, please contact your customer directly.
How does Taulia handle my company certifications?
The certification information you see in Taulia (if you have one registered with your customer) 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 certifications your customer has for your company. Some customers also allow their suppliers to update and add certifications through Taulia. The changes are then sent directly to your customer for review and approval.
I don't see the "My Details" option. What should I do?
First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view or update certifications. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.
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.
In this article you will find main possible issues about two-factor authentication.
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.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.