Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
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.
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.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
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.
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.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
Taulia takes the security of your account very seriously and we go to great lengths to protect your information. When resetting a password, you will only receive a password reset email if:
Do the following items below if you are not receiving your password reset email:
1 - Double check that you used a registered email address to reset your password. 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:
*Customer accounts are hosted in either the EU1 or NA1 platform. It's possible to have access to customer accounts that exist on both platforms.
2 - After making sure that you used a registered email address to reset the password in the correct platform; check your other inboxes. The password reset email will come from a "@taulia.com" email domain.
3 - If your account suddenly stopped or you believe it has been deactivated, check with your account administrator to check the status of your user account. If you don't know who your account admin is, please contact Taulia Support.
4 - After validating the email address you used, checked your spam/junk box, and confirmed the status of your account; contact your IT department to whitelist the information below. This will prevent Taulia emails from getting blocked by your email security system.
After following the steps above and you are still having issues receiving your password reset email for an active/valid account, please contact Taulia Support.
Do I need to be enrolled in order to reset my password?
Yes. The password reset option will not work unless you are a verified and enrolled user. It will also not work if your user account is deactivated by an account admin. If you use a non-verified email account, you will not receive a password reset confirmation email.
I am not a verified user. What should I do?
If your company is new to Taulia, contact your customer to receive an invitation. If your company already has an existing account, reach out to your account admin to be invited as a new user.
I tried to reset my password but it didn't tell me if my email is valid or not. Why?
For the security of your account, the password reset option will not verify if the email address you are using is valid. If you are not able to confirm the validity of the email address you are using, please contact Taulia Support. You will not be able to reset your password if the email address is invalid or not a verified/registered user.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
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.
Manage your bank information through the portal!
Branch permissions allow account admins to give access to specific data in the portal.
Learn how to turn on two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.
Vanessa, Technical Services Manager