Q. Hvordan legger jeg til eller deaktiverer jeg brukerkontoer? (NO): 000003504

MOST VIEWED FAQ

Q. How do I add or deactivate users?: 000003731

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Q. How do I merge/combine my Taulia accounts into one?: 000003598

Q. How do I contact my customer through the portal?: 000003470

Q. My purchase order is missing. Who should I contact?: 000003198

Q. How do I enroll for eFile or eSend (mass invoicing)?: 000003494

What are suppliers currently asking Taulia?

Who reviews our invoices?

Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.

Does Taulia reject invoices?

No. The approval/rejection of invoices is owned by your customer.

Why did my customer reject my invoice?

An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.

Why is it better to submit invoices through Taulia?

Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.

My invoice is showing "In Process". What does it mean?

It means your customer is reviewing your invoice. Contact your customer if you have questions.

Who creates purchase orders?

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.

My PO is incorrect. Who do I contact?

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.

Am I required to use Taulia?

We highly recommend using Taulia when invited by your customer to simplify your business transactions.

How do I gain access to Taulia?

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.

How does Taulia work?

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.

Can I combine different customer accounts?

Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.

Can I delete user accounts?

You can only deactivate previously active user accounts.

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Q. Hvordan legger jeg til eller deaktiverer jeg brukerkontoer? (NO): 000003504

Article Number: 000003504

Merk: Hvis du er administratoren og må slette/stenge Taulia-kontoen din, kontakt ditt AP-kundeteam.

Bare brukere med Admin-rettigheter kan opprette en ny bruker:

1- Logg inn på Hjemmesiden på portalen

2 - Gå til Innstillinger > Brukeradministrator (menylinje oppe til høyre)

3 - På skjermen hvor det står Opprett ny bruker, legg til den nye brukerens E-post, Fornavn, Etternavn og velg Rolle (se liste over roller under denne siden)

4 - Klikk på Opprett bruker

En e-post blir sendt til den nye brukeren som blir invitert til å melde seg inn i portalen.

MERK: Hvis du ønsker å Sende invitasjon på nytt, Deaktivere bruker eller Reaktivere bruker kan du gjøre det under the Handlinger-kolonnen ved å velge :

Tabellen under lister opp rettighetene knyttet til hver brukerrolle:

Merk: Alle kan godkjenne tidlige betalingstilbud unntatt for skrivebeskyttede roller.

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Still can’t find what you’re looking for?

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What are suppliers currently asking Taulia?

Who reviews our invoices?

Does Taulia reject invoices?

Why did my customer reject my invoice?

Why is it better to submit invoices through Taulia?

My invoice is showing "In Process". What does it mean?

Who creates purchase orders?

My PO is incorrect. Who do I contact?

Am I required to use Taulia?

How do I gain access to Taulia?

How does Taulia work?

Can I combine different customer accounts?

Can I delete user accounts?

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Q. Hvordan legger jeg til eller deaktiverer jeg brukerkontoer? (NO): 000003504

Article Number: 000003504

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