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Technical Support Services

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.

The fine print

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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Q. I cannot log into the platform.: 000003429

Article Number: 000003429

There are 3 common reasons why users are not able to log in:
 

1 - You are not a enrolled/registered user

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

3 - The password has been forgotten


Not Registered

If you are not a 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.


 


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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. 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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact 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.

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

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Vanessa, Technical Services Manager

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