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.
It sometimes happens that a supplier loses access to the only account that they have enrolled on the Taulia supplier portal. Now you can add a new user to the supplier record either one by one or at bulk using a CSV file. Please find below instructions on how to add a new admin user:
Adding individual users:
1 - Log into the Taulia Buyer UI with your buyer admin account, at https://login.na1prd.taulia.com/login (NA platform) or https://login.eu1prd.taulia.com/login (EU platform).
2 - Click on Suppliers > Supplier Center
3 - Please select the Supplier Name and the UI will guide you towards an overview of the supplier data on Taulia.
4 - Please select the exact supplier.
5 - Click on Add a Contact and enter email, first name, and last name. You can just Save the contact or save and send an invite to the new user by clicking on the respective buttons.
Adding multiple users for different vendors at once using a CSV file:
1 - Log into the Taulia Buyer UI with your buyer admin account.
2 - Click on Suppliers > Supplier Center.
3 - Please select Upload Contacts
4 - Download the template, enter the needed contacts and upload the file.
The fields in the file:
|SupplierNumber_Required||Enter the existing vendor number already enrolled Make sure to add leading zeroes to make the vendor number 10 long. You can do this in Excel by starting the field value with a ',|
|EmailAddress||Email address for the new supplier admin|
|FirstName||First name for the new supplier admin|
|LastName||Last name for the new supplier admin|
|Role||Set to Admin|
|Note: The first row (header) is used to read the csv and needs to remain in the csv.||Just a note|
5 - The results will show if the uploaded records were processed correctly or not.
If any records are Ignored you can check why by downloading the detailed results.
6 - Search the supplier in the Supplier Center and click on the supplier name to open up the supplier details.
7 - At the bottom of the screen, find the added supplier user and click on the Invite button on the right.
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.