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.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
You can reset your password by doing the following:
1 - From the login page, click Forgot Password:
2 - Enter your Account Email Address and match the green captcha text (case sensitive):
3 - If successful, you will receive the password reset email in the email address that you provided. Follow the instructions in the email to complete your password reset. Check I tried to reset my password but I am not receiving the password reset email if you are not receiving the password reset email.
If you continue to have issues accessing your account, click here to 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. 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.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Vanessa, Technical Services Manager