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SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

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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-postFornavnEtternavn 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 nyttDeaktivere 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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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

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

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.

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

You can manage your account users in the portal and provide different levels of access.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

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