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Support Topic

Q. I cannot log into the platform.: 000003429

Article Number: 000003429

There are 4 common reasons why users are not able to log in:

1 - You are not an enrolled/registered user

2 - The account is locked due to multiple incorrect login attempts

3 - The password has been forgotten

4 - You are logging into the wrong Taulia platform


Not Registered

If you are not an enrolled user, you will need to contact your customer to enroll. If your company already uses Taulia, contact your account admin to add you as a user.

 

Account Is Locked

You must reset your password to unlock your account.

1 -
From the platform homepage (portal.taulia.com), click Forgot Password (under login box).

*Some users in Europe may need to reset their password through eu-portal.taulia.com instead of portal.taulia.com*

User-added image

 

2 - Enter your Account Email Address and match the green text.

  • Double check that you entered the correct email address that is enrolled.

  • Be sure to match the green captcha security characters. This prevents automated hacks from getting into your account.

3 - Select Request Password Reset.

User-added image

If you entered the correct email address that is registered, you will receive an email with a link to update your password. Check your spam box if you are not receiving the email notification. 


Forgotten Password

1 - From the platform homepage, click Forgot Password. Make sure that the email address you are using is valid/enrolled to use Taulia. If not, the password reset option will not work and you will not receive the password reset email. Also, make sure that you are resetting your password in the correct platform. The password reset will not work if you are resetting your password in the wrong platform:

User-added image

2 - Enter your Account Email Address and match the green text.

  • Double check that you entered the correct email address that is enrolled.

  • Be sure to match the green captcha security characters. This prevents automated hacks from getting into your account.

3 - Select Request Password Reset.

User-added image

If you entered the correct email address that is registered, you will receive an email with a link to update your password. Check your spam box if you are not receiving the email notification. 

If you are not receiving the email notification, see Q. I tried to reset my password but I am not receiving the password reset email.


Wrong Platform

Taulia has two customer platforms. The platform you log into depends on which platform the customer account you are trying to access exists in. Password reset requests or your credentials will not work if you are in the wrong platform.

If you are unsure which platform your customer exists in, please try both. If you continue to have issues, contact Taulia Support.


 

 


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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 enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

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.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

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

Use the "Send Message" option to quickly contact your customer through the portal!

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

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