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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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.
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.
You can manage your account users in the portal and provide different levels of access.
Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.
Use the "Send Message" option to quickly contact your customer through the portal!
Create an invoice against a PO through the portal.
You can update the email address that you use to access Taulia.
